Summary
Overview
Work History
Education
Skills
Accomplishments
Work Availability
Quote
Timeline
Generic

Lee Herd

Insurance 817-225-8640 leeherd@msn.com
North Richland Hills,Texas

Summary

To secure a Sales position that will capitalize on communication, customer relations, and presentation skills. BACKGROUND: Highly motivated and confident Sales professional with experience in Outside, Direct, Real Estate, Insurance and Retail environments. AREAS OF Prospecting & Networking, Effective Features, Advantages, & Benefits EXPERTISE Presentations, Building Relationships, Assessing Customer needs, Closing the Sale, Negotiations, Managing Key Accounts.

Overview

15
15
years of professional experience

Work History

Senior Agent

Better Care Insurance Services
Bedford, TX
08.2021 - 01.2022

Consulted with Medicare beneficiaries on their Medicare plan options and facilitated enrollment into the most advantageous plan for them.

Senior Medicare Consultant

Independant
North Richland Hills, TX
03.2021 - 08.2021

Consulted with Medicare beneficiaries about their Medicare plan options and facilitated enrollment.

Senior Advisor

Walmart Insurance Services
Carrollton, TX
08.2020 - 03.2021

Assisted Medicare beneficiaries with their plan options thru a consultative approach and facilitated enrollment into the most beneficial plan.

Senior Agent

Health IQ
Las Colinas, TX
02.2020 - 07.2020

Consulted with Medicare beneficiaries on their plan options and facilitated enrollment into the plan of their choice.

Senior Sales Agent

Healthmarkets Insurance
North Richland Hills, TX
08.2018 - 02.2020
  • Primary responsibilities are to handle incoming calls to assist seniors with enrolling into a Medicare plan (Medicare Advantage ,Medicare Supplement, and/or Prescription Drug
  • Plan)
  • This was accomplished by consultative conversation and reviewing the available plans with the various carriers.

Independent Insurance Agent

Agentra Healthcare Solutions
03.2018 - 08.2018

Addison, TX
10.2017 - 02.2018
  • Primary responsibilities are to assist individuals with enrollment into either an ACA plan thru the marketplace with additional supplemental plans such as dental,vision or Critical Illness or to enroll them into a limited medical plan with the same additional supplemental plans
  • Inbound calls
  • Design Benefit Plans

Contractor

United Healthcare, Aegis Communications, Inc
Irving, TX, Texas
02.2017 - 10.2017
  • Primary responsibilities were to assist individuals in selecting and enrolling into a final expense plan among several carriers , such as AIG,Five Star Life and Liberty Bankers
  • Outbound calls ., Responsible for enrolling Seniors into Secure Horizons/AARP Medicare advantage
  • Responsible for compliance with all legal requirements for enrollment
  • Oversaw
  • Approximately 300+ agents, quality control and systems use issues for the agents as well as coaching and training to ensure a positive outcome for every call
  • Part of a four man team responsible for raising compliance scores from 32% to over 85% in three weeks.

Independent Insurance Agent

Boomer Benefits
08.2016 - 02.2017

Medicare Specialist

Fort Worth, TX
07.2015 - 07.2016
  • Sold an array of health products such as Medicare supplements, Dental/Vision, Life, and Individual Health insurance to customers across the U.S
  • Inbound/Outbound phones sales
  • Primary job was guiding and consulting individuals who are on or new to Medicare and to help them select and enroll into the appropriate plan(s).

Senior Medicare Specialist

Armor Insurance Services
Grapevine, Texas
09.2012 - 07.2015
  • Primarily responsible for sales of Medicare Supplements and prescription drug plans in
  • Texas and Oklahoma
  • ACA certified and multi state licensed
  • Inbound and outbound phones sales and marketing as well as in-office appointments.

Medicare Product Specialist

Humana, Empower Brokerage
Fort Worth, Texas
03.2012 - 07.2012
  • Responsible for sales of Humana products as well as recruiting for Humana agents in various states.

Benefits Consultant

Wellcare of Texas
Dallas, Texas
09.2011 - 01.2012
  • Consulted with and advised Medicare beneficiaries and enrolled them into Medicare
  • Advantage Plans to best meet their needs
  • Responsible for generating leads through
  • Event Marketing and setting sales appointments
  • Responsible for following all Medicare regulations to ensure compliance.

Verification Officer/Management

HLSI
Kennedale, Texas
01.2011 - 08.2011
  • Responsible for verifying compliance with all legal requirements when enrolling members into the Health Insurance Plan offered
  • Performed supervisory duties for the TSR’s.

Enrollment Agent, Team Lead/Supervisor

08.2010 - 01.2011

Store Manager

Coleman Backyards
Grapevine, Texas
05.2008 - 12.2008
  • Responsible for day to day operations for a Hot Springs hot tub store
  • Consulted with customers on their spa purchases
  • Responsible for inventory, deposits, Sales, ad tracking, backyard consultations, and also sold windows and arbors.

Education

Certificate - Paralegal

University of North Texas
Denton, TX
05.1998

Associate of Science - Electrical Engineering

Remington College
Fort Worth, TX
05.1992

Skills

  • Sales Dedication
  • Attention to Detail
  • Contract Preparation
  • Sales Pipeline Management
  • Verbal and Written Communication
  • Sales Promotion
  • Articulate and Persuasive
  • Analytical and Logical Thinking
  • Documentation and Recordkeeping
  • Problem Solving
  • Sales Coaching

Accomplishments

    Salesman of the Year-Armor Insurance

    Top Medicare Supplement Salesman-Healthmarkets

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Success is not final; failure is not fatal: It is the courage to continue that counts.
Winston S. Churchill

Timeline

Senior Agent

Better Care Insurance Services
08.2021 - 01.2022

Senior Medicare Consultant

Independant
03.2021 - 08.2021

Senior Advisor

Walmart Insurance Services
08.2020 - 03.2021

Senior Agent

Health IQ
02.2020 - 07.2020

Senior Sales Agent

Healthmarkets Insurance
08.2018 - 02.2020

Independent Insurance Agent

Agentra Healthcare Solutions
03.2018 - 08.2018

10.2017 - 02.2018

Contractor

United Healthcare, Aegis Communications, Inc
02.2017 - 10.2017

Independent Insurance Agent

Boomer Benefits
08.2016 - 02.2017

Medicare Specialist

07.2015 - 07.2016

Senior Medicare Specialist

Armor Insurance Services
09.2012 - 07.2015

Medicare Product Specialist

Humana, Empower Brokerage
03.2012 - 07.2012

Benefits Consultant

Wellcare of Texas
09.2011 - 01.2012

Verification Officer/Management

HLSI
01.2011 - 08.2011

Enrollment Agent, Team Lead/Supervisor

08.2010 - 01.2011

Store Manager

Coleman Backyards
05.2008 - 12.2008

Certificate - Paralegal

University of North Texas

Associate of Science - Electrical Engineering

Remington College
Lee HerdInsurance 817-225-8640 leeherd@msn.com