Summary
Overview
Work History
Education
Linkedin Profile:
Certification
Work Availability
Skills
Timeline
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Leslie Helene Sussman

Leslie Helene Sussman

Cherry Hill,NJ

Summary

Business Development | Account Management | Increase Membership | Client /Customer Service | Problem solving | Microsoft Office (Word, Excel, Powerpoint) | Teams | Zoom


Detail oriented and self motivated professional managing multiple priorities with a positive attitude. Willing to take on new challenging responsibilities and strive to meet company goals. Excellent work ethic, reliability and multitasking.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Broker Sales Representative

Independent Agent
07.2023 - Current
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Build and maintain relationships with existing clients through compliant communication and account management keeping client cancellation to 1%.
  • Stay current on multi-carrier plan options and recognizing medical and Physician network.
  • Discussed and advised financial options with clients and provided informed suggestions.
    Met with members to understand goals and recommend solutions to fit specific needs.

Dedicated Senior Medicare Specialist

Humana
Mount Laurel , New Jersey
02.2019 - 07.2023
  • Consistently increased membership and revenue by cultivating and building community relationships targeting senior population.
  • Account Manage large book of business and keep retention of current members. (Currently over 500 active member policies)
  • Played integral role and organized multiple community events consisting of marketing, coordinating and brand positioning.
  • Increased market share and brought brand recognition to region, exceeding membership grown and retention goals by +125% in 2021-2022.
  • Spearheaded sales seminars to bring brand awareness to prospective new members.
  • Selected to serve on Corporate Change Champions meetings to motivate and communicate critical compliance updates to team.
  • Driving excellence in compliance with consistency in approach to being Carrier of choice for members.
  • Selected to serve on Change Champion Corporate meetings. Mentor and train co-workers. Communicate to team important updates.
  • Exceeded membership growth and retention goals by over 125% 2021-2022.
  • Achieved Regional Market Top Producer 2022-2023.

Licensed Insurance Broker

United Group Insurance Agency
Cherry Hill, NJ
02.2016 - 08.2019
  • Managed Medicare clients to give best options for their needs offering products such as: Medicare supplement Insurance, Advantage, PDP, Life Insurance, Cancer/Heart Attack/Stroke, Dental/Vision plans.
  • Increased enrollments consistently though scheduled home appointments by presenting plan options achieving 90% enrollment.

Group Benefits Enroller Specialist

Colonial Life
Marlton, New Jersey
02.2014 - 03.2016
  • Counseled, educated and enrolled employees at onsite locations.
  • Cultivate relationships with community businesses to promote group voluntary benefits.
  • Assisted Client Manager on selected accounts to provide benefit solutions to employees and employers for their business, including cost management tools, HR and administrative time savings, benefits communication and employee financial protection through personal insurance products.

Education

Bachelor of Science - Business Management

Widener University
Wilmington Deleware

Linkedin Profile:

www.linkedin.com/in/lesliehelene

Certification

Life | Health | Medicare AHIP License 2012-Present

Awards: Received Outstanding & Dedicated Client Service award

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Skills

  • Financial analysis
  • Virtual market understanding
  • Market trends

Timeline

Broker Sales Representative

Independent Agent
07.2023 - Current

Dedicated Senior Medicare Specialist

Humana
02.2019 - 07.2023

Licensed Insurance Broker

United Group Insurance Agency
02.2016 - 08.2019

Group Benefits Enroller Specialist

Colonial Life
02.2014 - 03.2016

Bachelor of Science - Business Management

Widener University

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Leslie Helene Sussman