Meghan Arena
Melbourne
Summary
A highly accomplished and results-driven Medicare sales agent with a proven track record of exceeding sales targets and building strong client relationships, specializing in navigating complex Medicare plans, and ensuring client satisfaction.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
True Choice
03.2024 - Current
- Guided Medicare-eligible clients in selecting the most suitable
Medicare health insurance plans. - Ensured compliance with CMS regulations, and maintained accurate documentation.
- Collaborated with senior management to enhance sales strategies and client outreach.
- Proactively contacted clients to review and adjust their Medicare plans according to their changing needs.
- Represented reputable insurance carriers to provide clients with optimal solutions based on their financial situations.
- Created a seamless and positive experience for clients throughout the enrollment process.
- Met weekly and monthly sales goals of over 100%.
- Maintained an excellent conversion rate
Insurance Sales Agent
DialAmerica
08.2023 - 03.2024
- Enroll Medicare benefices in Medicare Advantage Plans with Healthfirst of New York
- Build daily rapport and use rebuttals to overcome barriers
- Handle Inbound and Outbound Leads
Medicare Sales Representative
e-Telequote Insurance
03.2022 - 02.2023
- Perform a needs assessment to ensure Medicare beneficiaries are getting all the benefits they are entitled to
- Enroll Medicare beneficiaries in new plans based of their needs and eligibility
- Transform Leads to Enrollments
- Build Rapport and Connection with Clients
Licensed Insurance Agent
HKA Enterprises
08.2021 - 12.2021
- Compare Medicare Advantage Plans based on their needs and eligibility and enroll them in a plan
- Assist members with Medicare plan information benefits and exclusions and get them enrolled in a plan that meets their needs
Marketing Agent
Percepta
05.2021 - 08.2021
- Marketing agent learn about new Ford vehicles
- Check Customers order status
- Direct customers to a dealership and locate local incentives
Customer Service Chat Representative
HelloFresh
Melbourne
08.2020 - 03.2021
- Take care of customers through chat function
- Check order Status, provide refunds for missing items or packages
Call Center Agent
BroadPath Healthcare Solutions
11.2018 - 02.2019
- Member services representative for an insurance company
- Give basic insurance information quote benefits and assist with their plan
- Help find Providers and receive benefits
Education
High school or equivalent -
St Charles East High School
06.2011
Skills
- Medicare enrollment
- Regulatory compliance
- Sales strategy development
- Needs assessment
- Lead conversion
- Documentation accuracy
- Communication skills
- Problem solving
- Insurance sales strategy
- Leads prospecting
- Negotiation skills
- Licensed insurance agent
- Professional demeanor
- Health insurance sales
- Insurance sales expertise
- Self motivation
- Organizational skills
- Customer referrals
- Customer needs assessment
- Consultative selling
- Verbal and written communication
- Active listening
- Consultative sales approach
- Presentation skills
- Client retention
- New agent training
Certification
Health Insurance License, 10/01/21, Present
Languages
English, Expert
Timeline
Licensed Insurance Agent
True Choice
03.2024 - Current
Insurance Sales Agent
DialAmerica
08.2023 - 03.2024
Medicare Sales Representative
e-Telequote Insurance
03.2022 - 02.2023
Licensed Insurance Agent
HKA Enterprises
08.2021 - 12.2021
Marketing Agent
Percepta
05.2021 - 08.2021
Customer Service Chat Representative
HelloFresh
08.2020 - 03.2021
Call Center Agent
BroadPath Healthcare Solutions
11.2018 - 02.2019
High school or equivalent -
St Charles East High School