Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Phyllis Moore

Oklahoma City

Summary

Dynamic Medicare Sales Agent with a proven track record at ABC Medicare Help, excelling in customer service and complaint resolution. Leveraged product knowledge to enhance client satisfaction and retention, while streamlining processes for efficiency. Recognized for empathy and active listening, ensuring tailored solutions for diverse client needs.

Technical support professional prepared to excel in this role. Proven track record in diagnosing and resolving technical issues, ensuring customer satisfaction. Known for strong team collaboration and adaptability. Effective in using problem-solving skills and technical expertise to meet customer needs.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Independent Medicare Sales Agent

Self-employeed
04.2024 - Current
  • Conducted thorough needs assessments for each client, recommending the most suitable Medicare plans based on their unique requirements.
  • Streamlined the enrollment process with efficient documentation and data entry, reducing processing time.
  • Assisted individuals transitioning from employer-sponsored health coverage to Medicare during retirement planning processes.
  • Helped eligible low-income seniors access financial assistance programs that reduce out-of-pocket healthcare expenses associated with Medicare plans.
  • Developed a deep understanding of various Medicare plans and regulations to provide expert advice to clients in need of guidance.
  • Enhanced customer retention rates by proactively addressing any issues or concerns regarding their Medicare plans.
  • Resolved client inquiries and concerns promptly, ensuring their satisfaction with chosen Medicare plans.

Agent Support Manager

ABC Medicare Help
04.2021 - 01.2024
  • Informed clients of policies and procedures.
  • Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
  • De-escalated and resolved customer complaints with punctual, polite and professional service.
  • Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
  • Streamlined internal processes for improved efficiency and productivity within the agency.
  • Boosted team productivity by implementing collaborative communication platform.
  • Orchestrated client meetings to discuss and refine service delivery, enhancing client retention.
  • Fostered relationships with industry stakeholders to enhance market positioning.
  • Facilitated training sessions for agents, elevating overall team performance.
  • Coordinated with cross-functional teams to ensure seamless service delivery.

Sales and Marketing Agent

ABC Medicare Help
04.2019 - 04.2021
  • Spearheaded a successful marketing campaign, enhancing company image and attracting new customer demographics.
  • Cultivated strong and successful client relationships by being key point of contact for questions and concerns.
  • Handled over 150 outbound sales calls per day to connect with cold and warm leads and promote business opportunity offers.
  • Delivered persuasive sales presentations tailored to individual client needs, resulting in closed deals and satisfied customers.
  • Managed a portfolio of high-value clients, providing exceptional service and support to maximize retention rates.
  • Increased sales revenue by implementing targeted marketing strategies and fostering strong client relationships.
  • Developed comprehensive sales plans for optimal market penetration and increased customer base.
  • Established strategic partnerships with complementary businesses to expand network reach and enhance product offerings.

Insurance Producer

GlobalHealth Inc.
09.2018 - 12.2018
  • Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Adhered to all regulations for insurance sales.
  • Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
  • Worked in high-volume, competitive sales environment.

Senior Data Capture Associate

American Cancer Society
12.2014 - 10.2016
  • Enhanced efficiency by performing high-volume data entry tasks, ensuring timely completion of medical reports.
  • Addressed discrepancies in data entry tasks promptly and accurately to maintain the overall quality of medical information.
  • Participated in ongoing training sessions to stay current on industry best practices for medical data entry procedures and software utilization.
  • Contributed to the reduction of paper records by digitizing historical documents and maintaining an organized digital filing system.
  • Enhanced communication between departments by providing accurate and up-to-date patient information as needed for optimal care coordination.
  • Managed and organized documents for data entry tasks.
  • Used computer software to store and retrieve data.

Administrative Coordinator

Reliable Auto Transport, Inc.
05.2000 - 12.2014
  • Answered phone calls and responded to inquiries from customers, vendors and other external contacts.
  • Facilitated smooth day-to-day operations by anticipating needs, proactively addressing potential issues, and efficiently resolving problems as they arose.
  • Maintained a well-organized filing system to ensure easy access to important records and documents.
  • Managed and maintained electronic and paper-based filing systems to keep essential documents and information easily accessible and organized.
  • Managed calendars, scheduled appointments, and coordinated travel arrangements for senior staff members.
  • Streamlined office operations by implementing efficient administrative processes and procedures.
  • Ensured compliance with company policies by maintaining up-to-date knowledge of regulations and conducting regular audits of procedures.
  • Optimized travel arrangements for executives, resulting in cost savings and itinerary efficiencies.

Education

GED -

Johnson County Community College
Overland Park, KS

Skills

  • Ticketing system experience
  • Empathy and patience
  • Incident management
  • Customer service
  • Active listening
  • Verbal and written communication
  • Product knowledge
  • Issue troubleshooting
  • Complaint resolution
  • User support
  • Teamwork and collaboration
  • Problem-solving
  • Attention to detail

Accomplishments

Responded to agent complaints about technical issues they had with our enrollment platform by actively listening to the problem, trouble shooting the issue and then either training them on how to search for the information they needed or submitting a ticket for them if the issue was in the enrollment platform.

Monitored the ticket reporting system, kept the client updated and saw the ticket through to resolution.

Certification

  • AHIP Training - 2018-Present
  • UnitedHealthcare
  • Humana
  • Aetna
  • CommunityCare
  • BCBS- Oklahoma
  • Cigna
  • Centene
  • GlobalHealth

Languages

English
Professional Working

Timeline

Independent Medicare Sales Agent

Self-employeed
04.2024 - Current

Agent Support Manager

ABC Medicare Help
04.2021 - 01.2024

Sales and Marketing Agent

ABC Medicare Help
04.2019 - 04.2021

Insurance Producer

GlobalHealth Inc.
09.2018 - 12.2018

Senior Data Capture Associate

American Cancer Society
12.2014 - 10.2016

Administrative Coordinator

Reliable Auto Transport, Inc.
05.2000 - 12.2014

GED -

Johnson County Community College

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