Matthew Ross
MONTGOMERY,IL
Summary
Driven Medicare Sales Agent with proven success at My Plan Advocate, leveraging Medicare expertise and influencing techniques to exceed sales goals. Proficient in Salesforce and CRM, I consistently deliver customized insurance solutions while maintaining exceptional client satisfaction through effective follow-up strategies. Results-driven professional dedicated to enhancing client experiences and driving revenue growth.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Medicare Sales Agent
My Plan Advocate
Montgomery, IL
05.2025 - Current
- Educated clients on Medicare options and benefits.
- Assisted clients with enrollment processes and paperwork.
- Analyzed client health requirements to recommend suitable plans.
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Utilized CRM software tools to track sales progress throughout the process.
- Followed up with clients regularly to ensure satisfaction and address any issues.
Licensed Health Insurance Agent(Contract)
Connexion Point, Llc/Anthem Blue Cross
Montgomery, IL
08.2024 - 01.2025
- Verified eligibility criteria prior to enrolling a customer into a plan
- Used needs analysis to collect correct data for customer and plan selection
- Maintained excellent call quality compliance scores
- Developed expertise in selling ACA plans for 2025
Medicare Sales Rep
Assurance Iq, Llc
01.2021 - 06.2024
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales
- Quoted and calculated premium rates for policies, using rate book, and calculator
- Handled outbound and inbound sales-related calls to qualify individuals interested in purchasing insurance coverage
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
- Met and exceeded revenue goals through generating new leads and identifying new clients
Medicare Sales Agent(contract)
Humana
06.2020 - 12.2020
- Analyzed customer needs to provide customized insurance solutions.
- Identified and solicited sales prospects in agency databases.
- Educated clients on insurance policies and procedures.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Online ESL Teacher
DaDaABC
06.2017 - 06.2020
- Wrote, prepared and submitted weekly lesson plans and created and designed homework, quizzes and exams to test abilities.
- Combined students' personal interests with lesson objectives to create student-specific activities.
- Interacted with students and parents via email, instant messaging, threaded discussion and synchronous chat.
- Provided instruction using textbooks, worksheets, games and visuals to help improve reading, writing, speaking and listening skills.
Licensed Insurance Agent
AAA Auto Club(8 Years)
06.2008 - 06.2017
- Use Salesforce and CRM to manage 400 accounts with revenue of $900K
- Use Excel Access reports tool, to manage sales trends of each account
- Serviced over 50 accounts daily thru warm calls; cross selling, providing solutions for clients questions
- Continuous training to gain product knowledge, to increase sales
- Oversaw sales forecasting, goal setting and performance reporting for all accounts
- Negotiated prices, terms of sale and service agreements
- Business to business daily prospecting and solicited sales prospects in agency databases
Food and Beverage Manager
Sheraton Hotels
02.2006 - 06.2008
- Responsible for complete business operations on a daily basis
- Promoted after 6 months, to be training store for new managers
- Consistently controlled food, labor, inventory and overhead expenses below budget requirements, which led to increased profits
- Participated and trained by corporate office to open new business locations
Restaurant Manager
Boston Market Restaurants
03.1999 - 02.2006
- Assisted Food and Beverage Director to manage: restaurant, bar and room service
- Created and implemented training material to cross train employees, to increase production and morale
- Consistently controlled business expenses by implementing accounting control systems
- Participated with ongoing manager training seminars to help enhance manager skill sets
Education
Master of Arts - Education
University Of Phoenix
AZBachelor of Science - Agri-Business/Economics
Michigan State University(Graduated)
MichiganSkills
- Licensed healthcare agent
- Sales closing
- Influencing techniques
- Property and casualty insurance
- Life and health insurance
- FFM and AHIP certified 2025
- Salesforce and CRM proficiency
- Technology savvy
- Microsoft Teams usage
- Lead development
- Results orientation
- Medicare expertise
- Policy analysis
- Inbound call management
- Follow-up strategies
Certification
• Property/Casualty and Life/Health license(current)
• AHIP certified 2026
• AHIP certified 2026
Timeline
Medicare Sales Agent
My Plan Advocate
05.2025 - Current
Licensed Health Insurance Agent(Contract)
Connexion Point, Llc/Anthem Blue Cross
08.2024 - 01.2025
Medicare Sales Rep
Assurance Iq, Llc
01.2021 - 06.2024
Medicare Sales Agent(contract)
Humana
06.2020 - 12.2020
Online ESL Teacher
DaDaABC
06.2017 - 06.2020
Licensed Insurance Agent
AAA Auto Club(8 Years)
06.2008 - 06.2017
Food and Beverage Manager
Sheraton Hotels
02.2006 - 06.2008
Restaurant Manager
Boston Market Restaurants
03.1999 - 02.2006
Master of Arts - Education
University Of Phoenix
Bachelor of Science - Agri-Business/Economics
Michigan State University(Graduated)