Lydia Gibson

Engage with prospective clients through inbound and outbound calls to explain Medicare Advantage plans and benefits.

Utilize CRM software to track sales activities, manage leads, and report on sales.

Provide training and mentorship to junior sales staff to enhance team capabilities and performance.

Conduct comprehensive needs assessments to identify opportunities for cross-selling and upselling additional products.

Collaborate with marketing and operations teams to ensure a seamless customer service experience

Established relationships with community organizations to enhance awareness and generate referrals.

Utilized MS Access, SQL queries, and Excel templates to distribute routine reports to internal customers and broker partners.

Coached and monitored performance of Sales team to boost enrollment of prospective eligibles.

Ensured compliance with CMS guidelines by presenting Medicare plans with full disclosure.

Collaborated with operational teams within Medicare division to deliver optimal service levels to members and stakeholders.

Facilitated client conferences to analyze unique insurance situations and recommend policy modifications.
Enhanced operational efficiency through effective administration, including call handling and renewal processing.

Cultivated strong client relationships, leading to improved retention rates and clientele expansion.

Conducted case-by-case evaluations of insurance claims to inform marketing strategies.

Guaranteed compliance with policy requirements via thorough record-keeping practices.

Updated understanding of policies to provide clients with comprehensive information on features.

Attained 96% accretion rate and earned Star Award for exceptional performance standards.

Led coaching sessions for agents, resulting in a consistent 100% pass rate in Medicare STARS Campaign.