Kristy Fisher

• Connect with potential Medicare clients and guide them through tailored plan options.
• Review benefits with members
• Adapt sales approach based on client needs and communication styles.
• Collaborate with compliance, training, and support teams to clarify updates and maintain alignment.
• Stay current on CMS regulations and evolving company processes.
• Use Salesforce, Teams, and Zoom daily to manage leads and provide peer support.
• Conduct cold outreach and help transition prospects into long-term clients.
• Lead team meeting through zoom calls.
• Analyze data for cross functional project team.

• Review benefits with all members and prospective members.
• Partnered with VP of Sales and directors to boost performance in underperforming territories.
• Participated in focus groups to reshape messaging and sales approach.
• Mentored new agents and successfully coached those on performance improvement plans.

• Assisted healthcare providers with patient examinations and procedures.
• Managed patient records and maintained confidentiality in compliance with regulations.
• Prepared and administered medications under the supervision of physicians.
• Adhered to HIPAA regulations regarding safeguarding confidential patient information at all times.

Reviewed all benefits before conducting referrals for patients.