Summary
Overview
Work History
Education
Skills
Timeline
Generic

Julia Katherine Jones

Charleston,SC

Summary

Experienced Medicare sales specialist with in-depth knowledge of healthcare plans and regulatory compliance. Extensive background in client relationship management and sales strategies tailored to Medicare products. Demonstrated success in team collaboration and ability to adapt to evolving market demands. Proficient in communication, problem-solving, and providing exceptional customer service. Acknowledged for consistently delivering results and maintaining high-quality service standards.

Overview

12
12
years of professional experience

Work History

Medicare Sales Agent

GoHealth
01.2022 - Current
  • Top performer assisting Medicare beneficiaries with their plan selection by providing reliable support to individuals who are navigating complex coverage options.
  • Excellent communication skills, both verbal and written.
  • Learned and adapted quickly to new technology and software applications.
  • Met or exceeded all goals and KPI's (key performance indicators) in a fast-paced environment
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Worked effectively in fast-paced environments.
  • Self-motivated, with a strong sense of personal responsibility.
  • Skilled at working independently and collaboratively in a team environment.

Medicare Sales Agent

Dial America
01.2019 - 12.2021
  • Quickly absorb a lot of information passing all national and state testing as well as being AHIP, FWA, and State license
  • 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.
  • Consistently met or exceeded sales targets by employing effective sales strategies and techniques tailored to individual client needs.
  • Assisted individuals transitioning from employer-sponsored health coverage to Medicare during retirement planning processes.

Sales Agent

Red Ventures
03.2013 - 01.2019
  • Earned a top 10% sales statues
  • Earned multiple awards, including Work Force, Work Horse among many; highly value company time
  • Learned the importance of being adaptable, selling over 21 products at any time.
  • Explained features and advantages of Teleco products or services to promote sales.
  • Maintained current knowledge of evolving changes in marketplace.

Education

Bachelor’s in science - Human Nutrition, Chemistry

Winthrop University
Rock Hill, SC
01.2001

Skills

  • Proven track record of goal achievement
  • Quality control adherence
  • Data-driven mindset
  • Independent responsibility
  • Appreciate constructive criticism
  • Easily adjusts to change
  • Values teamwork contributions
  • Results-driven

  • Medicare
  • Enrollment processing
  • Lead conversion
  • Time management
  • Attention to detail
  • Insurance sales
  • Eligibility determination

Timeline

Medicare Sales Agent

GoHealth
01.2022 - Current

Medicare Sales Agent

Dial America
01.2019 - 12.2021

Sales Agent

Red Ventures
03.2013 - 01.2019

Bachelor’s in science - Human Nutrition, Chemistry

Winthrop University