Joseph Poe Sr
chicago,IL
Summary
Give a brief overview of your past experience, focusing on top skills and achievements.
Health insurance professional with strong background in policy analysis, customer relationship management, and claims processing. Known for effective team collaboration and adaptability to changing needs. Skilled in navigating complex regulations, delivering clear client communication, and driving results. Reliable and focused on achieving outcomes that benefit both clients and organization.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Health Insurance Agent
Wipro Health Plan Services
09.2025 - 02.2026
- Remote
Health Plan Advisor
Iconma/Elevance
Chicago, IL
09.2024 - 01.2025
- Sold Medicare Products and customer service
Licensed Health Insurance Agent
Premium Choice Insurance Services
Encino, CA
02.2023 - 12.2024
- Sold Medicare advantage plans, Medicare supplement plans and prescription drug plans
Health Plan Specialist
Alight Solutions
08.2021 - 10.2023
- Sold Medicare advantage plans, Medicare supplement plans and prescription drug plans
- Remote
Health Insurance Specialist
Aon
Chicago, IL
09.2020 - 12.2021
- Sold Medicare Products and customer service
Insurance Agent
Combined Insurance
Chicago, IL
01.2020 - 04.2020
- Sold Health insurance
Insurance Specialist
Willis Towers Watson
Chicago, IL
07.2018 - 06.2019
- Advised clients on medicare plans and prescription drug plans, set appointments, educated clients on how plans work
Health Plan Advisor
Informis Health Solutions
Chicago, IL
07.2017 - 03.2018
- Enrolled Clients in Health insurance under 65
- Kept daily totals and made follow up calls
- Educated client and directed enrollees to the proper plans
Admissions Adviser
Career Education Corporation
Schaumburg, IL
04.2017 - 07.2017
- Fostered students' commitment to lifelong learning by connecting course materials to broader themes and current events.
- Advised and mentored undergraduate students placed on academic probation.
Security Officer
USSA
Chicago, IL
12.2016 - 03.2017
- Secured all doors in the office and main building after hours.
- Inspected equipment, structures and materials to identify the cause of errors and defects.
- Monitored central alarm system for fire, intrusion, and duress alarms and responded when needed.
- Wrote reports on property damage, theft, presence of unauthorized persons and unusual occurrences.
Health Plan Adviser
GoHealth Insurance
Chicago, IL
05.2014 - 02.2017
- Enrolled Clients in Health insurance under 65
- Kept daily totals and made follow up calls
- Educated client and directed enrollees to the proper plans
Customer Service/Telesales
Chicago Symphony Center
Chicago, IL
11.2015 - 10.2016
- Successfully acquired an average of 20 new customers per month, generating a 20% growth in revenue.
- Provided an elevated customer experience to generate a loyal clientèle.
- Answered product questions with up-to-date knowledge of sales and store promotions.
- Handled daily heavy flow of paperwork and cooperated with the accounting departments on invoicing and shipping problems.
Appointment Setter
Elite Pay Global
Chicago, IL
04.2012 - 01.2013
- Effectively managed a high-volume of inbound and outbound customer calls.
- Answered a constant flow of customer calls with up to 10 calls in queue per minute.
- Gathered and verified all required customer information for tracking purposes.
- Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.
- Managed high call volume with tact and professionalism.
Team Manager
George S May Limited
Park Ridge, IL
01.2008 - 02.2010
- Directed the work of 20 independent contractors.
- Established operational objectives and work plans and delegated assignments to subordinate managers.
- Supervised a team of 15 area managers and 40 associates.
Appointment Coordinator
Residential Plus Mortgage
Des Plaines, Illinois
01.2009 - 01.2010
- Provided accurate, specific and timely performance feedback for CSRs.
- Assumed ownership over team productivity and managed work flow to meet or exceed quality service goals.
- Solved unresolved customer issues.
- Adhered to all confidentiality requirements at all times.
- Investigated and resolved customer inquiries and complaints in an empathetic manner.
Education
Master of Science - Web Design, SALES
Illinois Institute of Technology
Chicago, IL12-2010
Skills
- Upselling
- Sales intelligence tools
- Average lead-to-close duration
- Organizational skills
- Sales management
- HIPAA
- Insurance agencies
- Annual increase in new customer acquisition (11-20%)
- Word processing
- CRM system proficiency
- Affordable Care Act (ACA)
- Clerical experience
- Outbound sales
- Teaching
- Medical terminology
- Account management
- Human resources
- Achieving sales targets - Sales targets achieved (80-90%)
- Client relationship development
- Insurance policy presentations
- Workday
- Consultative selling
- Communication skills
- Life insurance sales
- Outbound calling
- Filing
- Sales support
- Medical office experience
- Computer skills
- Analysis skills
- Time management
- Insurance policy review
- Solution selling approach
- Construction
- Large insurance company experience
- Inside sales
- Leadership
- Cross-selling
- Windows
- High-end sales
- Average lead-to-close duration (Less than 1 week)
- Client referrals
- Annual increase in new customer acquisition
- Managing client accounts
- Needs-based selling
- Networking
- Lead generation
- Video conferencing software
- CRM software
- Sales team management - Largest sales team managed (6-10 team members)
- Generating premium income - Largest amount of annual premium income generated ($1-$100,000)
- Health insurance sales
- Direct sales
- Client base expansion experience - Client base expansion experience (More than 6 years)
- Presentation skills
- Administrative experience
- Marketing
- Insurance issue resolution
- E-signature software
- Closing sales
- Client education/training
- Microsoft Excel
- Sales experience within healthcare
- Phone Etiquette
- Security
- Academic advising
- Customer service
- Microsoft Word
- Microsoft Office
- Insurance sales
- English
- Telemarketing
- Sales
- Microsoft Outlook
- Recruiting
- Sales Experience
- Teamwork
Accomplishments
Top 5 producer at various companie
Certification
life and health license 17597012
Languages
English
Full Professional
Timeline
Health Insurance Agent
Wipro Health Plan Services
09.2025 - 02.2026
Health Plan Advisor
Iconma/Elevance
09.2024 - 01.2025
Licensed Health Insurance Agent
Premium Choice Insurance Services
02.2023 - 12.2024
Health Plan Specialist
Alight Solutions
08.2021 - 10.2023
Health Insurance Specialist
Aon
09.2020 - 12.2021
Insurance Agent
Combined Insurance
01.2020 - 04.2020
Insurance Specialist
Willis Towers Watson
07.2018 - 06.2019
Health Plan Advisor
Informis Health Solutions
07.2017 - 03.2018
Admissions Adviser
Career Education Corporation
04.2017 - 07.2017
Security Officer
USSA
12.2016 - 03.2017
Customer Service/Telesales
Chicago Symphony Center
11.2015 - 10.2016
Health Plan Adviser
GoHealth Insurance
05.2014 - 02.2017
Appointment Setter
Elite Pay Global
04.2012 - 01.2013
Appointment Coordinator
Residential Plus Mortgage
01.2009 - 01.2010
Team Manager
George S May Limited
01.2008 - 02.2010
Master of Science - Web Design, SALES
Illinois Institute of Technology