Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
24
24
years of professional experience
Work History
Medicare Sales Agent
Medicare Health Advisers
01.2023 - Current
Built strong relationships with clients for long-term success by providing exceptional customer service and support.
Resolved client inquiries and concerns promptly, ensuring their satisfaction with chosen Medicare plans.
Educated seniors on available government assistance programs, helping them make informed decisions about healthcare coverage.
Enhanced customer retention rates by proactively addressing any issues or concerns regarding their Medicare plans.
Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently.
Streamlined the enrollment process with efficient documentation and data entry, reducing processing time.
Senior Account Executive
Concept Media Partners
05.2014 - 12.2023
Increased account retention by building strong relationships with clients and addressing their needs promptly.
Negotiated contracts that maximized profit margins while maintaining competitive pricing for clients.
Delivered tailored solutions based on individual client needs by thoroughly understanding their business objectives and pain points.
Developed new business opportunities for company growth through effective networking and client presentations.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Reconciled monthly accounts receivable reports with general ledger balances for accurate financial reporting and analysis.
Managed account reconciliations, identifying discrepancies and rectifying them promptly for improved financial reporting.
Used data entry skills to accurately document and input statements.
Utilized CRM tools effectively to manage client information and track progress on accounts, leading to more accurate forecasting and pipeline management.
Associate Strategy Director
PHD, Omnicom Media Group
06.2013 - 05.2014
Lead Associate Strategy Director who managed the day to day $250M Brand, Retention, and Acquisition multi-channel marketing strategies for the client Cablevision/Optimum (NY-DMA account)
Responsible for directing strategy team of 2 and coordinating/collaborating with the additional staff of 10+ specialists across multi-media channels and companies.
Associate Media Director
GroupM, MEC Interaction, Wunderman Media
07.2001 - 10.2012
Spearheaded the strategic planning and implementation across brand and traditional DR media accounts ($85 million billings)
Directed, mentored and grew responsibilities of 5-7 planning/buying team
Negotiated competitive rates with media vendors, securing advantageous pricing structures for clients' campaigns.
Developed tailored presentations showcasing campaign success stories for upper-level management review sessions or prospective new business pitches.
Strengthened client relationships through regular communication and progress updates on media initiatives.
Promoted from an Assistant Planner (7/01-6/03) to Senior Planner (6/03-6/05), to Partner, Associate Media Director (6/05-10/12)
Health Insurance Specialist at Department of Health and Human Service / Centers for Medicare and Medicaid Services / Center for Medicare/ Performance-Based Payment Policy Group (P3)Health Insurance Specialist at Department of Health and Human Service / Centers for Medicare and Medicaid Services / Center for Medicare/ Performance-Based Payment Policy Group (P3)