Summary
Overview
Work History
Education
Skills
Timeline
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Joseph Wishart

Ormond Beach

Summary

Highly motivated customer success and sales professional. Offering 10 years of professional experience which includes Health Insurance, payment/billing analysis, collections, customer service, and wholesaling. Highly organized, communicate well, and enjoy solving problems.

Overview

9
9
years of professional experience

Work History

Licensed Health Insurance Broker

E-Telequote/ GoHealth
01.2024 - 01.2025
  • Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options
  • Performed needs analysis to obtain information required to make appropriate health insurance product recommendations
  • Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs
  • Maintained accurate records of all client interactions and transactions, ensuring compliance with industry regulations and company policies
  • During AEP, doubled sales performance compared to ROY and increased conversion rate approx. 10%

Mobility Sales and Service Representative

AT&T
01.2018 - 07.2023
  • Consistently scored 90% for customer satisfaction through building rapport with customers
  • Maintained sales performance within top 10% by creating and implementing sales flow
  • Executed with a sales close rate of 3.5% (organization avg 2%)
  • Supported customers on inbound/outbound calls, email, and chat
  • Performed payment and bill analysis
  • Processed payments
  • Followed collections procedures
  • Handled escalated payment/billing issues and collaborated with other departments to ensure resolution for clients
  • During customer interactions, transition into offering products/services
  • Leveraged current promotions to close sales
  • Post sales, assisted clients with onboarding and product setup, so clients could successfully use and benefit long-term
  • Provided follow-up to clients to monitor client satisfaction and address any concerns
  • Analyzed client feedback to identify areas of improvement and implement actionable solutions

Advanced Technical Support Manager

AT&T
03.2016 - 01.2018
  • Managed team of 8-12 representatives
  • Top 20 team manager within AT&T Mobility Technical Support organization
  • Helped team members be successful by developing individual performance plans and goals
  • Provided 1-on-1 weekly coaching sessions with team members to monitor performance and receive feedback
  • Organized weekly team meetings
  • Helped integrate new hires into successful performance plan
  • Developed training strategies for team members
  • Acted as main point of contact for escalating technical issues
  • Generated reports to track performance and analyze trends
  • Initiated successful pilot program for transitioning Orlando AT&T Mobility Technical Support center to new CRM system

Education

Bachelor of Science - Business Administration, Finance

University of Central Florida
Orlando

Skills

  • Strong Communication
  • Organization
  • Wholesale Management- Amazon wholesale business JMW1987 LLC
  • Customer Service
  • Consultative Selling
  • CRM (SalesForce)
  • Google Workspace
  • Microsoft Office Suite
  • Licensed with United Healthcare, Humana, Anthem, Devoted, Cigna, etc

Timeline

Licensed Health Insurance Broker

E-Telequote/ GoHealth
01.2024 - 01.2025

Mobility Sales and Service Representative

AT&T
01.2018 - 07.2023

Advanced Technical Support Manager

AT&T
03.2016 - 01.2018

Bachelor of Science - Business Administration, Finance

University of Central Florida

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Joseph Wishart