Lenard Ward
Orlando
Overview
1
1
Certification
3
3
years of professional experience
Work History
Insurance Broker
SG Benefit Providers
2024.03 - Current
- Specialized in HMO, D-SNP, and Medicare-Medicaid plans while consistently surpassing sales goals.
- Served as a peer mentor to new agents by sharing scripts, compliant sales techniques, and engagement strategies.
- Adapted sales strategies to meet changing market conditions and performance targets.
- Analyzed client needs to recommend appropriate insurance products and services.
- Developed customized insurance solutions to address unique client requirements effectively.
- Cultivated and maintained relationships with clients, ensuring high levels of satisfaction and retention.
Enrollment Specialist
UHC Insurance Enrollment Specialist
2023.12 - 2024.03
- Collaborate with internal teams to ensure fast and accurate processing of Medicare applications.
- Maintain strict CMS compliance standards for confidentiality, documentation, and verification procedures.
- Resolve member concerns regarding benefits, claims, and eligibility with professionalism and accuracy.
- Facilitated enrollment process for diverse insurance plans, ensuring compliance with regulatory standards.
- Assisted clients in understanding coverage options and benefits, enhancing customer satisfaction.
National Benefit Specialist
Molina Healthcare
2023.04 - 2023.10
- Guide individuals through Medicare Advantage and supplemental options using a consultative sales approach.
- Manage client data, workflows, and follow-ups using multiple CRM systems to maintain accuracy and efficiency.
- Build a strong book of business through clear explanations, ethical sales practices, and strong client relationships.
Education
Associate of Science - Psychology
Seminole state college
2017-05
Skills
- Operation system experience
- Microsoft Office Suite (Word, Excel, Outlook, Teams, CMS Enterprise Portal, CVS Caremark Systems, Zoom, Microsoft Teams, Salesforce, Sunfire, Five9, Qnxt)
- Proactive team player
- Driven
- Claims handling
- Sales presentations
- Life and health insurance
Certification
- 2-14 – Life Agent, Florida Department of Financial Services, 09/2017
- Term life, Whole life, Universal life, Final expense, AD&D, Some fixed annuities
- 2-15 Life, Health & Variable Annuity Agen, Florida Department of Financial Services, 09/2017
- Variable annuities & variable life
Timeline
Insurance Broker
SG Benefit Providers
2024.03 - Current
Enrollment Specialist
UHC Insurance Enrollment Specialist
2023.12 - 2024.03
National Benefit Specialist
Molina Healthcare
2023.04 - 2023.10
Associate of Science - Psychology
Seminole state college