Laura Simons
Dallas,TX
Summary
Talented team leader with 8+ years experience in medicare. Demonstrated strong track record of success in highly competitive market setting. High-level sales cycle knowledge and excellent communications skills enabled achievement of challenging goals. Develops strategies, provides training, sets goals and obtains team feedback. Big picture focus with excellence in communicating goals and vision to succeed. Problem solver, resourceful employee and positive culture builder.
Overview
14
14
years of professional experience
Work History
Medicare Sales Manager
Healthiq
Remote , CA
06.2021 - Current
- Track record of meeting or exceeding team goals.
- Tracked KPIs including conversion, attendance, adherence, quality, and compliance
- Maintained ethical and positive working environment to reduce turnover and promote high retention rates.
- Used hands-on team leadership, problem-solving and coaching
- Established and cultivated action plans for each agent on the team to exceed company goals to reach targets.
- Celebrates the accomplishments of their team
Senior Team Leader
Bloom Insurance Agency/Advise Insurance
Dallas, TX
08.2020 - 06.2021
- Developed techniques to promote team member adherence to company regulations and performance goals.
- Conducted team member meetings and updated members on best practices and continuing expectations.
- Brainstormed and developed sales strategies to achieve short and long term sales revenue objectives.
- Managed and developed agents with company standards and used key performance Indicators while conducting 1:1s to ensure agents met team goals while staying compliant.
- Delivered feedback to decision-makers regarding employee performance and training needs.
- Reviewed daily agent reports to monitor and measure productivity, goal progress and activity levels.
- Gathered and organized supplementary material to support new campaigns and made training materials specific to campaigns assigned.
Benefit Specialist/ Account Manager
Summit Financial Group Inc.
Dallas, TX
05.2020 - 07.2020
- Help established and prospective clients by developing innovative and creative sales pitch implemented into sales team strategy.
- Assisted and Serviced over 40+ customer accounts and carrier accounts.
- Exceeded sales goals and market competitions through effective negotiation of product and material pricing, freight and delivery rates and employee payment terms.
- Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
- Oversaw new business development and customer servicing, including cold calling, networking, marketing, lead generation and account servicing.
- Researched emerging industry trends, new applications, concepts and procedures for clients to update current training curriculum.
- Liaised between account holders and various departments, communicating effectively to maintain customer satisfaction and uphold company protocols.
Licensed Realtor
Castle Heights Real Estate
Arlington, Texas
02.2018 - 05.2020
Enrollment Operations Supervisor/Trainor/Enrollment Operations Supervisor/Trainor/Compliance Officer
Willis Towers Watsons
Richardson, TX
02.2013 - 05.2018
- Medicare sales agent from 2013-2015 (AEP)
- Trainor for medicare sales 2014-2015 (off season)
- CMS Compliance reviewer 2014 (off season)
- Medicare supervisor 2015-2018 (AEP)
- Played key role in development and launch of pilot program for hybrid role of carrier relations and medicare agents, providing research and development of training requirements and securing approval for implementation. 2018- (off season)
Realtor
Silver Home Realty
Flower Mound , Texas
01.2012 - 02.2016
Education
Real Estate
Kaplan University
Davenport, IA08.2010
Flower Mound High School
Flower Mound, TXSkills
- Extensive medicare knowledge
- Coaching and Mentoring
- Performance Tracking and Evaluations
- Managing Employee Relations
- Managing Operations and Efficiency
- Employee Coaching and Motivation
Accomplishments
#1 Producer in Sales for the medicare department at Willis Towers Watsons.
Leadership training completed by Benefits transact Solutions LLC.
Senior management training completed by Advise insurance.
Additional Information
Bilingual English/Spanish
Timeline
Medicare Sales Manager
Healthiq
06.2021 - Current
Senior Team Leader
Bloom Insurance Agency/Advise Insurance
08.2020 - 06.2021
Benefit Specialist/ Account Manager
Summit Financial Group Inc.
05.2020 - 07.2020
Licensed Realtor
Castle Heights Real Estate
02.2018 - 05.2020
Enrollment Operations Supervisor/Trainor/Enrollment Operations Supervisor/Trainor/Compliance Officer
Willis Towers Watsons
02.2013 - 05.2018
Realtor
Silver Home Realty
01.2012 - 02.2016
Real Estate
Kaplan University
Flower Mound High School