OCTAVIA PHILPOT
Summary
Results-driven professional 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.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
Work History
SENIOR ENROLLMENT MEDICARE SALES AGENT
CHOICE HEALTH/ALIGHT
08.2019 - Current
- Enrolled Seniors into Medicare Advantage plans, DSNP, CSNP and Stand alone prescription drug plans.
- Handled 50-100 call per day.
- Licensed in 25 States in the U.S.
- Licensed with Wellcare, UnitedHealthcare, Cigna, Humana, Aetna, Anthem, Mutual Of Omaha.
- Educated clients on insurance policies and procedures.
- Met and exceeded revenue goals by 90% through generating new leads and identifying new clients.
- Maintained Licensing and C.E. certifications for All Carriers.
- Worked flexible hours; night, weekend, and holiday shifts.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment, HIPAA and CMS.
- Analyzed customer needs to provide customized insurance solutions.
- Generated leads through cold-calling, networking and other outreach methods.
- Designed presentations and marketing materials to promote insurance products.
- Researched and identified potential new markets.
- Educated clients on insurance policies and procedures.
Licensed Sales Agent
Kemper Insurance
11.2018 - 08.2019
- Provided coverage option information to assist clients in protecting assets.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Promoted Kemper products and services using upselling and other sales strategies.
- Worked independently with minimal supervision.
- Built relationships with customers and community to promote long term business growth.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Exceeded corporate quotas for monthly policy sales.
Project Coordinator
UNITED HEALTHCARE (Various Temp Agencies) HEDIS
02.2015 - 05.2017
- Kept projects on schedule by managing deadlines and adjusting workflows for HEDIS.
- Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.
- Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
- Gathered requirements for ongoing projects and organized details for management use.
- Built successful project plans covering objectives, resources and staffing to meet schedules.
Education
Bachelor of Science - HUMAN SERVICES/PSYCHOLOGY
Mercer University
Macon, GA05.2024
No Degree - LIFE, HEALTH, SICKNESS AND ACCIDENT INSURANCE
GA INSURANCE COMMISSION
ATLANTA, GA10.2017
Associate of Science - MEDICAL BILLING AND CODING
SANFORD BROWN COLLEGE
Atlanta, GA05.2008
No Degree - LICENSED REALTOR
GA REAL ESTATE COMMISSION
ATLANTA, GA04.2007
Skills
- CMS Guidelines
- Medicare Compliance
- Consultative Sales Approach
- Licensing Requirements
- Cross-selling
- Decision-making
- Product presentation
- Medicare knowledge
- Customer service
- Strong communication
- Relationship building
- Multitasking
- Computer literacy
- Attention to detail
- Sales expertise
- Time management
- Client retention
- Active listening
- Persuasion techniques
- Eligibility Determination
- Enrollment Processing
- Client Needs Analysis
- Customer Engagement
- HIPAA Compliance
- Insurance Eligibility
- Persuasive Negotiation
- Quotes and Sales
- CRM Software
- Customer Follow-Up
- Life Insurance Sales
- Health Insurance Sales
- Customer Complaint Resolution
Timeline
SENIOR ENROLLMENT MEDICARE SALES AGENT
CHOICE HEALTH/ALIGHT
08.2019 - Current
Licensed Sales Agent
Kemper Insurance
11.2018 - 08.2019
Project Coordinator
UNITED HEALTHCARE (Various Temp Agencies) HEDIS
02.2015 - 05.2017
Bachelor of Science - HUMAN SERVICES/PSYCHOLOGY
Mercer University
No Degree - LIFE, HEALTH, SICKNESS AND ACCIDENT INSURANCE
GA INSURANCE COMMISSION
Associate of Science - MEDICAL BILLING AND CODING
SANFORD BROWN COLLEGE
No Degree - LICENSED REALTOR
GA REAL ESTATE COMMISSION
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