Kato Sherman

• Helping Medicare beneficiaries connect with the most efficient Medicare Advantage or Medicare Supplement Plan.
• Through listening, consulting, and advising clients on their health insurance options, I partner with top national and regional health insurance companies so that beneficiaries will have the ability to get the right coverage for their situation. Identifying status to advise options including...
• AEP (Annual Enrollment Period), OEP (Initial Enrollment Period),
• SEP (Special Enrollment Period),
• GI (Guaranteed Issue),
• PDP (Prescription Drug Plan), Low-Income Subsidies,
• Medicaid,
• Extra Help,
• DSNP (Dual Special Needs).

PROJECT: To boost revenue of struggling sales channel, improving sales process and prospecting approach to effectively reach target market. Positioned product to show value-added and close sales.

• Consistently exceeded quota, hitting 300% to goal.
• Prospected to reach facilities that help individuals seeking improvement of their mental and physical health, accelerating those individuals toward grant and funding solutions.
• Recognized for fostering long-term client relationships through compassionate, knowledgeable sales approach.

• Consulting and guiding others who are not sure what type of insurance company best suits their needs
• I build a profile for the family and then explain what the best plans are for their current situation
• I evaluate insurance needs and advise families and individuals on the best comprehensive benefit plan that will satisfy their needs
• I am well versed in explaining TPA/ASO, HMO, PPO, Payers, Medicare/Medicaid, Coordination of Benefits, Stop-Loss, Self-Funded, Large Group, Small Group, Point of Care, and Life Insurance types

• Hired to help train and manage various representatives and stores how to sell and keep accounts closing per company quotas needed for successful percentages
• Support sales growth by providing customers assistance throughout the sales cycle process including quotation, orders, and invoicing
• Provide product-based solutions to solve customer's on-going manufacturing challenges
• Keep customers informed with new and relevant products that support their needs
• Participated in on-going training to enhance product technical knowledge
• Strengthen customer relationships via frequent communication via phone, email, and in-person

PROJECT: To make the departments within the company work more cohesively to increase workflow and customer satisfaction.

• Maintained satisfied clients (both customers and doctors), by providing excellent training, and explanation of benefits
• Handled web site training and concerns, as well as improving advertising and surveys
• Served as the lead point of contact for all customer account management matters
• Built and maintained strong, long-lasting client relationships
• Negotiate contracts and close agreements to maximize profits
• Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors
• Ensure the timely and successful delivery of our solutions according to customer needs and objectives
• Develop new business with existing clients and/or identify areas of improvement to meet sales quotas

PROJECT: Hired to help train and manage various representatives and stores how to sell and keep accounts closing per company quotas needed for successful percentages

• Operating as the lead point of contact for any and all matters specific to your accounts
• Building and maintaining strong, long-lasting customer relationships
• Overseeing customer account management, including negotiating contracts and agreements to maximize profit

PROJECT: Tasked with growing participation of senior healthcare program

• Developed presentations for members throughout the Florida territory to build program awareness and educate members
• Increased program participation by 80%+ in just one month-revitalizing struggling Vita Life, Silver Sneakers program
• Managed team of three-supervising daily operations and performance
• Boosted sales by 63% within one year of start date by increasing event participation to 2,000 per session using a more detailed presentation to address participant's needs
• Built strong vendor relationships throughout Florida territory
• Designed and developed materials given to program members

• Managed and trained the customer service department as well as the Blue Cross website
• In charge of keeping quantity and quality of benefits given, training providers online and face-to-face how to utilize web site and informing provider of any changes to their benefits
• Ran reports for director regarding departmental statistics and forecasts
• Audited CSR phone calls and conducted reviews and created training manuals for all employees
• Trained providers on better ways of submitting capitation reports including training at the provider's office
• Scheduling for phone coverage, ATT & AWTs are met via Reader Board, VRU updates, Payroll, Performance Reviews, managed/supervised a staff up to 25 employees