Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Elizabeth Martin

Bountiful,UT

Summary

Dynamic and results-driven Licensed Life, Accident, and Health Insurance Agent with a comprehensive license across all 50 states. Successfully exceeds sales targets while fostering strong customer retention and satisfaction. Combines exceptional sales acumen with effective leadership and a commitment to outstanding customer service, ensuring clients receive tailored solutions that meet unique needs. Proven ability to build lasting relationships and drive business growth in a competitive market.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Licensed Medicare Insurance Agent

Ehealth Insurance Inc
10.2020 - Current
  • Licensed insurance agent focusing on client retention and ancillary products.
  • Encourage retention of current clients by focusing on product utilization such as scheduling appointments with their doctors, utilizing their plan’s mail order pharmacy and using their extra benefits.
  • Helped fill gaps in coverage by offering Dental, Vision and Hearing plans as well as Hospital Indemnity policies to those who were a good fit and eligible through underwriting.
  • Helped clients who no longer could or wished to stay in their current plans find special elections periods and change their plan while maintaining their business with ehealth.
  • During Q4 of every year offered full Sales support for the Annual Enrollment Period

Business Specialist/ Transition Coach

Verizon Wireless Business & Government
02.2019 - 05.2020
  • Provide in depth support to business and government customers. support employees entering the department through the company transition program.
  • Analyze small business, enterprise and government accounts and provide personalized recommendations based on analysis and customer feedback and provide creative solutions to at risk customers in Verizon’s Customer Loyalty Department
  • Provide technical support for all wireless devices and online management systems
  • Use effective communication to work directly with all other departments to minimize customer effort
  • Provide support to employees transitioning into the department by providing feedback through various verbal and written methods, motivate employees through team incentives, track employee progress for job readiness, plan and direct debriefing meetings daily.

Team Lead

Team Lead
02.2012 - 01.2019
  • Guidance and supervision of 12-17 call center employees in a blended environment. Coached, motivated, trained, developed and guided employee performance through a variety of mechanisms such as observations, metrics analysis and feedback devices. Utilized strong knowledge of customer systems, and leadership skills to oversee and guide employees to meet performance and customer service objectives.
  • Administered performance management by diagnosing improvement opportunities, provided effective feedback, trained and utilized corrective action plans to meet operational objectives.
  • Determined problem areas to recommend revised policies and procedures for the Call Center and monitor calls to determine customer service needs.

Customer Service

R Systems
10.2010 - 06.2011
  • Offered services to new and existing residential customers using dialer system. Performed lead management position and miscellaneous supervisory duties.
  • Created customized accounts that met both customer needs and company goals of selling robust packages of products and services.
  • Consistently achieved 100% of monthly sales goals
  • Awarded Top Performer Winner’s Circle Challenge

Office Manager

Deluxe Carpet Cleaning
10.2008 - 10.2010
  • Oversaw all aspects of office management including building maintenance, security system, ordering office and kitchen supplies, distribution of mail, reception, faxing and PDF documents
  • Composed memos, general correspondence and board of directors minutes
  • Initiated, tracked and processed purchase orders for all parts and equipment using QuickBooks

Education

Some College (No Degree) - Business Administration

Strayer University
Salt Lake City, UT

Skills

  • Proven record of exceeding sales goals and overcoming objections
  • Consistently deliver results while remaining adapt to ever-changing situations
  • Expertise in leadership development
  • Medicare
  • Insurance terminology
  • Lead conversion

Certification

  • Ehealth Licensing and Certification (2020-2025) Obtained required licenses and renewals and certified with 20+ carriers annually.
  • Lexington Law’s internal leadership certification process (2015-2018) Reading and presenting on leadership skills books including The Coaching Habit and Reality Based Leadership, attending leadership seminars on topics including The Enneagram, Building Your Personal Brand, Emotional Intelligence, Leadership Principles, Interviewing and other HR topics as it relates to rights of employees and employers.
  • Lexington Law BCBL, Advocate, and Accelerator Awards (2014-2017) Nominated by peers and awarded for quality leadership and being an example of the company’s core values. Nominated by employees and awarded for leadership skills, showcasing integrity, creating effective teamwork and communication abilities. Nominated by department managers and awarded for being open and accepting of feedback and executing on feedback received to enhance my skills.
  • Café Rio’s Internal Management Training Program (2007) Basic accounting, touring and critiquing new locations for possible pitfalls and learning food handling standards and how to enforce compliance.

Timeline

Licensed Medicare Insurance Agent

Ehealth Insurance Inc
10.2020 - Current

Business Specialist/ Transition Coach

Verizon Wireless Business & Government
02.2019 - 05.2020

Team Lead

Team Lead
02.2012 - 01.2019

Customer Service

R Systems
10.2010 - 06.2011

Office Manager

Deluxe Carpet Cleaning
10.2008 - 10.2010

Some College (No Degree) - Business Administration

Strayer University

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