Meghan Martinez
Goodyear
Summary
Professional with comprehensive experience in Medicare sales, delivering impactful results through effective strategies and customer engagement. Known for strong focus on team collaboration, adaptability, and achieving goals in dynamic environment. Skilled in client relationship management, needs assessment, and compliance with industry regulations. Reliable, flexible, and driven to contribute to organizational success.
Overview
12
12
years of professional experience
Work History
Collections and Client Services Specialist
State Collection Service
Remote
11.2024 - 11.2025
- Started out as a Collector, and was promoted to Client Services at 6 months.
- As a Collector, I exceeded KPI's and Metrics by using strategic negotiation, a long with empathy, understanding, and active listening.
- Delivered exceptional client support to enhance satisfaction and loyalty.
- Managed client inquiries efficiently through multiple communication channels.
- Collaborated with cross-functional teams to resolve complex client issues.
- Executed the preparation and distribution of client reports via Excel spreadsheets, maintaining organized records for effective communication.
- Directed client relationship management for 8-10 accounts to ensure satisfaction and retention.
- Developed effective time management strategies by collaborating with team members and the IT team to design bots that streamline daily functions and reporting processes.
Medicare Sales Representative
Assurance IQ
Remote
05.2022 - 04.2024
- Provided Medicare recipients guidance in selecting and enrolling them into the most appropriate health, pharmaceutical, dental, vision plan or bundle that best suited their needs with compassion by doing a through and compliant needs analysis.
- Proactively asked opened ended questions and actively listened to better understand both spoken and unspoken needs for every qualified individual in the home.
- Consistently met quality and compliance standards for Medicare sales activities, ensuring adherence to company, state, and Centers for Medicare and Medicaid (CMS) regulations.
- Collaborated with other sales representatives on team-building initiatives, sharing best practices and strategies for the overall success of the team.
- Confidently delivered correct and necessary information to clients, while placing them in appropriate plan that best catered to their needs.
- Overcame objections with integrity by asking thought provoking questions and gathering a clear understanding of what their needs are while being relatable, confident, and patient to the client.
- Always used any opportunity to offer additional services to ensure protection of the client and growth of the company.
- Became licensed and appointed in 17 states.
Medicare Sales Representative
SelectQuote
Remote
08.2021 - 03.2022
- Assisted interested Medicare prospects with choosing a Medicare Advantage plan that best suited their current healthcare situation.
- Asked open ended questions to ensure the client was going to be enrolled into the best plan that meet all of their healthcare, prescription needs.
- Once the perfect plan was agreed upon, myself and the client would be connected with a writing agent to finish the enrollment with the member.
- To ensure retention would follow up with members to ensure any questions or concerns were addressed.
- Participated in team trainings and management coachings to become more proficient and knowledgeable. Also to stay current on any possible changes with Medicare product offerings, and best practices in Medicare sales techniques.
Customer Service Representative
Valor Global
Goodyear, AZ
01.2019 - 08.2021
- Proficiently handled 50 + calls a day.
- Researched and provided information for claimants regarding active issues on their unemployment account.
- Experience in filing claims for state unemployment, PUA, and PEUC.
- Demonstrated active listening and empathy on every call.
- Helped team members by responding to questions in chat and providing resources.
Assistant Manager
Leslie's Pool Supplies
Goodyear, AZ
01.2018 - 01.2019
- Assisted customers with choosing the right supplies and chemicals for customer needs.
- Kept an inventory for all pool supplies and chemicals and made sure they were stocked and accounted for.
- Safely and accordingly handled all chemicals.
- Provided water testing, which consists of checking levels of PH, alkalinity, calcium hardness and educated the customers on how to correct any water issues.
- Knowledgeable in all aspects of the POS system
- Bundled products to give the customer the best value.
- Maintained a clean, safe, and organized store environment to enhance the customer and employee experience.
- Assisted with hiring and training new employees.
Sales and Service Consultant
Progressive Insurance
Colorado Springs, CO
05.2014 - 12.2017
- Assisted prospective clients with choosing the best home, auto, and renters policy that best suited the coverage and protection the clients are looking for.
- Licensed in 24 states for property and casualty.
- Mentored and coached new hires.
- Was chosen to be a part of our “HHV Task Force,” in which we implemented tips and advice on how to produce effective offers.
- Extensive experience in solving complex billing issues.
Education
No Degree - Health And Exercise Sciences
Colorado State University
Fort Collins, COSkills
- Enrollment processing
- Community engagement
- Objection handling
- Eligibility determination
- Cold calling expertise
- Up-selling techniques
- Lead conversion
- Cross-selling proficiency
- Teamwork
- Customer service
- Problem-solving
- Attention to detail
- Multitasking
- HIPAA compliance
- Adaptability and flexibility
- Client relations
- Billing inquiries
- Customer needs assessment
- Sales techniques
Timeline
Collections and Client Services Specialist
State Collection Service
11.2024 - 11.2025
Medicare Sales Representative
Assurance IQ
05.2022 - 04.2024
Medicare Sales Representative
SelectQuote
08.2021 - 03.2022
Customer Service Representative
Valor Global
01.2019 - 08.2021
Assistant Manager
Leslie's Pool Supplies
01.2018 - 01.2019
Sales and Service Consultant
Progressive Insurance
05.2014 - 12.2017
No Degree - Health And Exercise Sciences
Colorado State University