Julian E. Zellars

Consistently exceeded monthly quota targets, achieving performance rates of 125% in April, 180% in May, and 166% in June, maintaining a strong track record through year-end.

Engaged warm leads through high-volume outbound and inbound communications via chat, email, and phone, facilitating connections that supported sales initiatives.

• Developed relationships with key clients to understand their business needs.
• Collaborated with sales teams to create tailored presentations for prospective clients.
• Conducted market research to identify new business opportunities and trends.

• Executed varied transactions and processes using standard procedures for multiple specialized products or functional areas, managing large, complex, and sensitive accounts.
• Processed and reconciled moderately complex transactions, ensuring compliance with established policies and procedures.
• Provided technical support to clients using banking software and applications.
• Analyzed user issues and escalated complex problems to senior team members.
• Assisted in system testing for new software updates and improvements.

• Created and maintained eligibility in the transactional system, responded to both internal and external customer inquiries, and resolved issues to meet or exceed service requirements.
• Analyzed information to make appropriate decisions regarding enrollment while maintaining employee and insured confidentiality and complying with applicable regulations and governance.
• Facilitated member enrollment processes and ensured accurate data entry.
• Guided members through health plan options and benefits information.
• Coordinated outreach efforts to engage potential members effectively.