Lee Herd

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

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

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

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

• 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.

• 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

• 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.

• 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).

• 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.

• Responsible for sales of Humana products as well as recruiting for Humana agents in various states.

• 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.

• Responsible for verifying compliance with all legal requirements when enrolling members into the Health Insurance Plan offered
• Performed supervisory duties for the TSR’s.

• 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.