JOSEPH DAVID
Rochester Hills,MI
Summary
Excelled as a Licensed Health Insurance Agent at Best Benefits LLC, mastering Medicare products and enhancing client relationships through effective communication and critical thinking. Leveraging policy analysis and public speaking. Significantly contributed to client satisfaction and enrollment success, embodying adaptability and a goal-oriented approach.
Equipped with strong analytical skills and in-depth knowledge of health insurance products and regulations. Proven track record of effective communication and negotiation, ensuring optimal client satisfaction and policy administration. Focused on team collaboration and results, adaptable to changing needs, and dependable in high-pressure environments. Skilled in policy analysis, claims processing, and client education, bringing client-first approach to every interaction. Developed and refined skills in client-focused insurance environment, now seeking to transition into new field. Demonstrates strong capabilities in customer relations and problem-solving, with thorough understanding of policy management and regulatory compliance. Aims to leverage these transferrable skills to make valuable impact in new industry.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Licensed Health Insurance Agent
Best Benefits LLC.
08.2024 - Current
- Attended regular training sessions to stay updated on industry trends and regulations.
- Utilized various marketing techniques, including cold calling, email campaigns, and social media outreach to generate leads.
- Developing knowledge of Medicare products and services including Hospital Indemnity products across different health carriers
- Conducted follow-up calls with prospective clients who expressed interest but did not immediately enroll in plan.
- Analyzed client's needs and recommended appropriate Medicare plans.
- Conducted sales presentations to prospective clients, explaining features and benefits of various Medicare options.
- Leveraged personal connections within community to identify potential new business opportunities.
- Resolved customer inquiries regarding Medicare plans and coverage options.
- Upheld strict adherence to state licensing requirements while performing daily job activities.
- Maintained impeccable records of assigned cases, using data to determine eligibility and prepare reports.
- Ensured seamless enrollment process for clients by guiding them through necessary paperwork.
- Collaborated positively with peers and other staff members to maintain friendly, supportive, and cooperative work atmosphere.
- Listened to customer requests and specifications and made suggestions to appropriately fulfill needs.
Manager
Rising Star Tutoring Services LLC
01.2019 - 06.2024
- Collect, analyze, and disseminate tutoring data, including the number of tutees, tutee demographics, hours each tutee is tutored, success rates for tutees in specific courses and utilization
- Administer and score Diagnostic Assessments to new incoming students to evaluate academic performance metrics
- Implementation of reading clinician curriculum
- Continued professional development for tutors to maintain teaching methodology
- Schedule Test Consultations to review Diagnostic Test results with parents
- Conduct progress tests for tutorial services, including the development and assessment of customized student learning outcomes and program improvement objectives, in collaboration with the Head Instructor
- Coordinate hiring and evaluation of tutors
- Identify need for, recruit, and hire embedded tutors
- Train tutors in the responsibilities of managing student learning
- Monthly staff meetings to review prioritized agenda
- Observe or arrange observations and coordinate evaluations of tutors performance
- Manage ecommerce marketing campaign leads to contact, consult and schedule meeting with parents regarding student needs
Education
Master of Arts - Communication Science
Wayne State University
Detroit, Mi12-2010
Bachelor of Arts - English
Wayne State University
Detroit, MI12-2005
Skills
- Prospect relationship development
- Active listening
- Relationship building
- Medicare expertise
- Individual health plans
Certification
- Managed Healthcare Professional(MHP)- America's Health Insurance Plans(AHIP).
- Medicare Certification – Various Providers.
- Accident and Health License – [State] Department of Insurance.
- CPR/AED Certification
Timeline
Licensed Health Insurance Agent
Best Benefits LLC.
08.2024 - Current
Manager
Rising Star Tutoring Services LLC
01.2019 - 06.2024
Master of Arts - Communication Science
Wayne State University
Bachelor of Arts - English
Wayne State University