Melvin Ayers

• Answered inbound prospective member calls and placed on average 200 outbound follow-up calls per day to perspective members to encourage prospective members to join.
• Handled inbound Medicare calls and presented plan options to callers to encourage prospective members to join a plan. Completed enrollments telephonically.
• Successfully assisted Medicare beneficiaries in navigating the enrollment process, explaining plan options, benefits, and restrictions effectively to ensure informed decision-making leading to an 81% retention rate during 2023 Annual Enrollment period.
• Developed and maintained strong relationships with Medicare beneficiaries, providing exceptional customer service and resolving inquiries or issues promptly.
• Utilized CRM software to accurately document customer interactions and track progress towards sales goals.
• Demonstrated excellent communication skills, both verbal and written, ensuring clear and concise explanations of complex healthcare terms and policies.

• Served as manager of the health insurance department, tasked with supporting current agents, recruiting new relationships, and negotiating contracts & overrides with potential new agents/agencies.
• Generated leads through cold-calling, networking events and referrals in addition, cultivating existing agent relationships.
• Added 25 additional agent contracts.
• Troubleshooted contracting, certifications & commission questions for new and current agents.
• Developed and maintained agent databases to track agent service interactions.
• Conducted regular reviews of operations and identified areas for improvement including annual review with key agents to understand key trends/challenges post open enrollment to recommend improvement opportunities for upcoming year and promoted broker sales incentives.
• Acted as company representative at sponsored events and trade association meetings to foster and build relationships with agents and promote health insurance products.
• Partnered with agents to help recommend promotional & marketing strategies to increase broker sales.
• Help agents secure marketing promotional items from carriers.

Team Lead 2021-2022

Account Manager 2013-2021

• Served as Team lead in central region, tasked with onboarding new account managers, supporting weekly sales meetings, and overseeing regional appointment process, recruitment, and product training for regional agencies and independent agents in one of the fastest growing territories including: MS, TX, AR, OK, LA and GA.
• Grew from managing 50 agents in 2013 to over 1000 agents resulting 90k member enrollments across 6 states by 2022: High growth in 2019 (70K member enrollments 40K new and 30K renewing) & 2021 Special enrollment period (40K additional new member sign ups).
• Met and exceeded annual sales goals by driving business in target territories; 2022 open enrollment exceeded sales goal at 300% of target.
• Developed and executed trainings for onboarding new account managers focused on developing broker/agent relationships.
• Regularly connected with agents/brokers to provide information about available products and policies, advised broker/agents on policies and operating procedures to ensure functional effectiveness.
• Visited brokers/agents/agencies to cultivate interest in products, and product expansion for upcoming open enrollment periods.
• Conducted regular reviews of operations and identified areas for improvement including annual review with key agents to understand key trends/challenges post open enrollment to recommend improvement opportunities for upcoming year.
• Resolved broker complaints pertaining to sales, member services, and commissions disputes; Optimized customer experience by delivering superior services and effectively troubleshooting issues.
• Trained agents, brokers and agencies on products, plans and services conducting both in person and webinar sessions.
• Studied competitor's health insurance plans and industry trends.
• Drove broker/agent/agency performance through performance evaluations to determine focus of sales efforts motivating agent when needed.
• Partnered with agents to help recommend promotional & marketing strategies to increase broker sales.
• Acted as company representative at sponsored events and trade association meetings to foster and build relationships with agents and promote health insurance products.
• Generated new leads through cold-calling, networking, and other outreach methods.

• Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.
• Utilized diverse wealth management strategies to meet client objectives.
• Helped teachers in several Wisconsin school districts plan for and fund retirements using 403B and other options.
• Developed strategic relationships with Administrators, principles, educators and staff within West Allis, West Milwaukee, New Berlin
• Made top five producer of the month in January 2012.
• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
• Developed and maintained strong relationships with clients to maximize satisfaction.
• Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.