Judy Patrick
Mauldin,SC
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Successfully establishes relationships with customers and delivers quality service with excellent communication and customer service skills.
Overview
21
21
years of professional experience
Work History
Medicare Sales Agent
Independent Agent
10.2015 - Current
- Utilized CRM tools to track client interactions
- Helped eligible low-income seniors access financial assistance programs that reduce out-of-pocket healthcare expenses associated with Medicare plans.
- Developed a deep understanding of various Medicare plans and regulations to provide expert advice to clients in need of guidance.
- Enhanced customer retention rates by proactively addressing any issues or concerns regarding their Medicare plans.
- Assisted individuals transitioning from employer-sponsored health coverage to Medicare during retirement planning processes.
- Hosted informational seminars at senior centers and other community events to educate potential clients about Medicare options and benefits.
- Coordinated closely with underwriters to ensure accurate processing of applications while adhering to strict deadlines.
- Maintained up-to-date knowledge of industry changes through ongoing professional development training sessions and webinars.
- Conducted thorough needs assessments for each client, recommending the most suitable Medicare plans based on their unique requirements.
- Maximized sales opportunities, actively identifying new leads through referrals and networking events.
- Conducted annual reviews of existing policies to update information.
Developed A Relocation Management Program
Graebel Van Lines
01.2004 - 03.2013
- Collaborated with cross-functional teams to ensure seamless integration of new features.
- Worked closely with clients to gather requirements and translate them into technical specifications for implementation.
- Accomplished multiple tasks within established timeframes.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Communicated clearly with employees, and suppliers to keep everyone on the same page and working toward established business goals.
- Managed senior-level personnel working in marketing and sales capacities.
Education
High School Diploma -
Harris County High School
Harris, NC05.
Skills
- Goal-Oriented
- Medicare knowledge
- Product presentation
- Community Engagement
- Objection handling
- Eligibility Determination
- Teamwork and Collaboration
- Problem-Solving
- Multitasking Abilities
- Reliability
- Excellent Communication
- Organizational Skills
Timeline
Medicare Sales Agent
Independent Agent
10.2015 - Current
Developed A Relocation Management Program
Graebel Van Lines
01.2004 - 03.2013
High School Diploma -
Harris County High School
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