Mitul Patel
Charlotte,NC
Summary
Results-driven and hardworking professional that provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
30
30
years of professional experience
Work History
Life Insurance Agent
Self-employed
05.1994 - Current
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Educated clients on insurance policies and procedures.
Member Service Representative
GoHealth
04.2020 - 05.2024
- Handled large volumes of inbound calls from customers daily with a positive attitude and focus on customer satisfaction.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Serviced customer's policies such as Major Medical, Medicare Advantage, Medicare Supplement, and Prescription Drug Plans. This allowed for a knowledgeable understanding of products.
Medicare Sales Representative
GoHealth
08.2019 - 04.2020
- Determined financial needs by assessing existing coverage and aligning new products and services with health goals.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas such as quality and assurance.
- Dedicated to being an asset to the team by being readily available to work such as overtime during the AEP and weekends throughout the year.
- Prepared to learn new products and work on and sharpening existing sales techniques by being open to constructive criticism.
Skills
- In-depth product knowledge
- Building Relationships
- Client Service
- HIPAA Compliance
- Enrollment processing
- Microsoft Office
- Call Center Customer Service
- Customer Engagement
- Product Sales
Timeline
Member Service Representative
GoHealth
04.2020 - 05.2024
Medicare Sales Representative
GoHealth
08.2019 - 04.2020
Life Insurance Agent
Self-employed
05.1994 - Current