Leslie Coy
Jacksonville,FL
Summary
Experienced insurance professional with 8+ years specializing in the Medicare sector. Proficient in teaching and managing Medicare Advantage and Dual Eligible Plans, with expertise in 2025 Medicaid and Medicare LIS eligibility processes. Dedicated to delivering exceptional service to meet Key Performance Indicators. Demonstrated track record of exceeding AEP goals by 98% and surpassing OEP targets by 130%. Recognized for maintaining a 100% accretion rate throughout the year. Skilled in identifying Special Enrollment Periods for year-round enrollments.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Medicare Sales Agent
Exact Medicare
03.2025 - Current
- Maintained up-to-date knowledge of industry changes through ongoing professional development training sessions and webinars.
- Assisted individuals transitioning from employer-sponsored health coverage to Medicare during retirement planning processes.
- Conducted thorough needs assessments for each client, recommending the most suitable Medicare plans based on their unique requirements.
- Streamlined the enrollment process with efficient documentation and data entry, reducing processing time.
- Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently.
Medicare Sales Coach
Clearlink
05.2024 - Current
- Achieved top performance by strategically adapting to rapidly changing, competitive environment.
- Encouraged the adoption of new sales techniques and technologies to help team members stay ahead in a competitive market.
- Improved customer satisfaction ratings through targeted coaching on active listening skills and empathetic responses to client concerns.
- Boosted team morale with regular recognition of outstanding achievements and contributions to the company.
- Cultivated strong relationships with team members, fostering trust, respect, and collaboration that led to increased productivity.
- Established clear expectations for performance standards while providing ongoing mentorship to help sales professionals exceed goals consistently.
Medicare Sales Agent
Humana
07.2021 - 03.2024
- Represented Medicare Advantage Plans and Dual Eligible Plans, verifying members' eligibility for Medicaid and LIS status in Medicare Portal.
- Exceeded OEP goal by 130% and consistently met KPI expectations as a top agent.
- Achieved 97% of goal during 1st AEP, with special recognition for maintaining a 100% accretion rate in the first year.
- Enhanced customer retention rates by proactively addressing any issues or concerns regarding their Medicare plans.
- Consistently met or exceeded sales targets by employing effective sales strategies and techniques tailored to individual client needs.
- Built strong relationships with clients for long-term success by providing exceptional customer service and support.
- Evaluated competitors' products and services to gain competitive advantage.
- Developed and implemented promotional strategies to increase customer base.
- Helped eligible low-income seniors access financial assistance programs that reduce out-of-pocket healthcare expenses associated with Medicare plans.
Medicare Sales Agent
Broadpath Telesales
07.2018 - 07.2021
- Achieved top 3 position out of 107 agents, exceeding competitors' production which led to securing the United Health Care contract.
- Developed personalized sales presentations tailored to each client''s unique needs, resulting in increased conversion rates and overall success as a Medicare Sales Agent.
- Resolved client inquiries and concerns promptly, ensuring their satisfaction with chosen Medicare plans.
- Increased Medicare plan enrollments by effectively presenting and explaining plan options to potential clients.
- Analyzed customer needs to provide customized insurance solutions.
- Educated clients on insurance policies and procedures.
- Conducted annual reviews of existing policies to update information.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Independent Agent
Independent Agent
03.2018 - 06.2018
- Negotiated contract with Duval County Firefighter Municipality to sell protection plans exclusively for firefighters.
- Traveled daily to each fire station to make product presentations, showcasing the benefits of the protection plans.
- Developed strong communication and presentation skills while engaging with firefighters and promoting the product.
Benefits Specialist
Guardian Fueling
09.2016 - 02.2018
- Educated 300+ employees on group benefits, HSAs, FSAs, Dental, and Vision, facilitating enrollment on Employee Platform.
- Conducted Webinar seminars for groups of 10+ to educate on benefits and managed Insurance Statements against Premiums collected monthly.
- Enrolled terminated employees into Cobra plans, ensuring smooth transition and coverage continuation.
Insurance Sales Agent
Allstate Telesales
07.2013 - 08.2015
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Contributed to agency success by consistently meeting or exceeding monthly sales targets.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Conducted detailed needs assessments for prospective clients, ensuring comprehensive understanding of their insurance requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Developed sales strategies to increase sales of insurance policies.
Owner
Miss Fancy Designs
01.2010 - 01.2012
- Negotiated contract with Naval Air Station, Jacksonville, Florida, to become vendor for a two-year period selling wholesale personal jewelry to military personnel.
- Successfully executed sales process, generating over $200,000 in revenue.
- Approached by QVC to become a vendor, showcasing product demonstration and closing skills.
Field Representative
Humana
01.2009 - 01.2010
- Conducted Medicare Seminars to promote Medicare Advantage Plans, educating beneficiaries on health solutions.
- Met with Medicare beneficiaries in their homes to assess health needs and recommend the best plan.
- Organized monthly events in Senior Community Centers, providing educational information and selling life insurance and health products.
- Assisted in training new team members, resulting in increased productivity and overall team performance.
- Optimized route planning to minimize travel time while maximizing client visits, resulting in greater efficiency and cost savings.
- Boosted morale among field representatives by demonstrating exceptional leadership skills and fostering a positive work environment.
- Coached employees and trained on methods for handling various aspects of sales, complicated issues, and difficult customers.
- Delivered informative presentations at industry events, showcasing company offerings and establishing a strong brand presence within the sector.
Insurance Sales Agent /Trainer
Contract
04.2007 - 09.2009
- Established clear expectations for desired outcomes at the onset of each course module or workshop session.
- Assessed training program effectiveness on regular basis and improved upon deficient areas.
- Developed and led group training courses to align with corporate sales and service goals.
- Designed and implemented sales training program and documentation.
- Provided ongoing support to sales teams by acting as a resource for product knowledge, industry news, competitive analysis, and performance enhancement strategies.
- Enhanced employee retention through ongoing coaching and mentoring for newly hired sales professionals.
- Fostered a positive learning environment that encouraged open dialogue, collaboration, and continuous improvement among team members.
- Facilitated workshops focused on overcoming objections, closing deals, and building long-term client relationships.
- Contributed to the overall success of the organization by sharing best practices and collaborating with cross-functional teams on business development initiatives.
- Provided coaching and mentoring to employees.
- Trained and mentored new personnel hired to fulfill various roles.
Education
Insurance
Florida State College
Business Administration And Management
Florida State College
Skills
- Sales process management
- Objection handling
- Sales training
- Sales strategy development
- Coaching techniques
- Closing techniques
- Cross-selling techniques
- Sales coaching
- Sales methodologies
- Excellent communication
- Active listening
- Effective communication
Certification
Jacksonville, Florida, United States
Timeline
Medicare Sales Agent
Exact Medicare
03.2025 - Current
Medicare Sales Coach
Clearlink
05.2024 - Current
Medicare Sales Agent
Humana
07.2021 - 03.2024
Medicare Sales Agent
Broadpath Telesales
07.2018 - 07.2021
Independent Agent
Independent Agent
03.2018 - 06.2018
Benefits Specialist
Guardian Fueling
09.2016 - 02.2018
Insurance Sales Agent
Allstate Telesales
07.2013 - 08.2015
Owner
Miss Fancy Designs
01.2010 - 01.2012
Field Representative
Humana
01.2009 - 01.2010
Insurance Sales Agent /Trainer
Contract
04.2007 - 09.2009
Insurance
Florida State College
Business Administration And Management
Florida State College
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