Open To Work
LISA WILLIAMS
Miramar,USA
Summary
Dynamic Medicare Sales Agent with proven success at Nations Benefits, exceeding quotas by 15%. Expert in consultative sales and customer service, utilizing Salesforce and claims auditing to drive results. Adept at analyzing client needs and promoting tailored insurance solutions, consistently closing an average of 120 sales monthly.
Overview
8
8
years of professional experience
Work History
Dental Sales Representative
Wipro Inc.
10.2023 - 02.2025
- Handled in bound calls from clients requesting information about dental coverage.
- Provided resourceful and consultative Plan services for customers.
- Discussed dental and vision plan options and successfully completed enrollments into plan.
Medicare Sales agent
Nations Benefits
07.2022 - 04.2023
- Provided consultative services of Medicare Advantage and prescription drug plans to Medicare recipients.
- Analyzed and educated customers about available plan options.
- Implemented sales techniques to convert objections into sales opportunities.
- Conducted provider and prescription drug reviews, and guided members to plans most suitable to meet their needs.
- Exceeded monthly quota by 15 percent.
- Promoted and upsold ancillary dental and vision products, therefore closing an average of 120 sales per month.
Medicare Sales agent
Everise
07.2021 - 06.2022
- Assisted in promoting and selling Medicare plans to potential members.
- Educated Medicare enrollees about HMO, PPO and supplemental plan options.
- Utilized sales techniques to promote ancillary dental/vision plans packages to members.
- Targeted pertinent insurance needs of each client, clarified additional questions and enrolled clients into the plan.
Medicare Insurance Agent
Connexion Point
Sunrise, USA
06.2019 - 06.2021
- Handled inbound Medicare sales calls.
- Discussed various Medicare Advantage and Medicare Supplemental plans with prospective members.
- Conducted a thorough needs analysis to pinpoint medical needs of each member.
- Reviewed plan options and closed each sale with a successful enrollment into a medical plan.
Credentialing assistant
BroadPath Healthcare Solutions
Miramar, USA
07.2017 - 06.2018
- Reviewed and handled applications for credentialing process approval.
- Contacted providers to submit additional documentation as needed.
- Credentialing responsibilities included verification and upkeep of the qualifications, licenses, and certifications of healthcare practitioners.
- Conducted background checks for any criminal or disciplinary actions.
- Ensure adherence to regulations and standards while overseeing provider enrollment and recredentialing procedures.
Skills
- Ms Excel
- Ms office
- Claims auditing
- Adjudication
- Customer service
- Amysis
- Macess
- Facets claims software
- SalesForce software
- Call Center
- QA Call Center
- Quality Assurance analyst
- Medicaid
- Insurance Sales
Licenses
Health License, W005046, Florida, True
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
RemoteOn-SiteHybridSalary Range
$45000/yr - $200000/yrTimeline
Dental Sales Representative
Wipro Inc.
10.2023 - 02.2025
Medicare Sales agent
Nations Benefits
07.2022 - 04.2023
Medicare Sales agent
Everise
07.2021 - 06.2022
Medicare Insurance Agent
Connexion Point
06.2019 - 06.2021
Credentialing assistant
BroadPath Healthcare Solutions
07.2017 - 06.2018