Lissa Roos
Century Benefits
Beaverton,OR
1
Certification
11
years of professional experience
My repertoire of experience, whether in customer service, sales, or leadership has all been relationally driven. I delight in creating trust and delivering clear and meaningful experiences backed by quality products.
Work History
Licensed Medicare Broker
7 Months- Individually assist approximately 60 new clients per month with intricate healthcare enrollments. Navigate Medicare plan types from various major Medicare carriers for clients in a high-volume call center. Offer ancillary solutions as needed tailored to client goal. Maintain an expert level of relationship building and cultivation of trust through clear communication of intricate benefits while simultaneously maintaining strict compliance with all federal Medicare regulations and licensing requirements.
Team Leader / Licensed Field Underwriter
10 Years 8 Months- Recruited, hired, and trained new agents. Led weekly group interviews, set clear expectations for desired performance in top candidates, scheduled and conducted second interviews, onboard new hires, oversaw the successful implementation of all paperwork, licensing, and support channels.
- Scheduled, underwrote, and conducted insurance appointments. Managed weekly influx of new accounts for clients who had requested insurance coverage while maintaining followup with previously unresolved cases, created resolution with insurance carriers for any unresolved issues on pending policies, and delivered exceptional value while creating realistic client expectations and assisting in the approval process.
Project Manager
5 Months- Completed moderate level home rehab project on time and within budget. Coordinated PML and HML lending solutions, hired and oversaw schedules for over 15 individual labor professionals paying all promptly, made repairs on four out of "the big five" plus cosmetic improvements, sold within six-month lending window for a profit during downward market spiral
Education
Bachelor of Arts - Organizational Communications
- Honor Roll / 3.97 GPA
- Hired on as the head Writing Tutor my freshman year of college
- Set new company record for top client retention rate my fourth month at Century Benefits, exceeding the previous record by 4%
Skills
Authentic presentation skills
Strong focus on accuracy
Leadership mindset
Solution oriented
Clear communication
Driven towards growth
Certification
- Life and Health Licensed since 2015-Present
Timeline
Licensed Medicare Broker
Century Benefits
01.2026 - CurrentRead More
Project Manager
Independent Venture
10.2022 - 03.2023Read More
Team Leader / Licensed Field Underwriter
The Leber Agency / Symmetry Financial Group
04.2015 - 12.2025Read More
George Fox Univeristy
Bachelor of Arts from Organizational Communications
Read More