Rachel Allen

• Advised Medicare beneficiaries on plan options, premiums, and coverage details at Senior Benefits Insurance Services.
• Reviewed client needs to match Medicare Advantage, Part D, and supplement plans.
• Guided clients in understanding coverage options and costs, addressed inquiries, and maintained organized records of decisions and follow-up needs.
• Processed enrollment applications and maintained accurate policy records in agency systems.

• Educated Medicare prospects on Exact Benefits Group plan options and enrollment steps.
• Presented Medicare Advantage, Part D, and supplement coverage details.
• Consulted with clients to assess needs and recommend suitable coverage options while ensuring timely completion of enrollment paperwork and follow-up.
• Qualified leads through phone outreach and benefit needs analysis.
• Operated effectively in a remote work environment

• Increased referrals 60% by reconnecting with accounts, educating providers, resolving service issues and following up consistently.
• Managed 235+ healthcare provider accounts, fostering relationships with staff and decision-makers through consistent in-person visits.
• Led 10+ educational sessions monthly, guiding new specialists in route planning and client communication.

• Closed $7M+ in home sales, guiding buyers and sellers through negotiations, critical decisions, and the closing process to achieve successful outcomes.
• Coordinated deadlines and communication among clients, lenders, inspectors, and title teams to ensure timely completion of transactions.
• Advised buyers and sellers through Realty ONE Group Distinction and Bowen Adams transactions
• Prepared listings, disclosures, and purchase contracts for residential sales
• Coordinated showings, open houses, and property tours for prospective clients

• Brought in approximately $2M in annual personal sales, with a reported 55% close rate as a senior partner.
• Coached team of 2-5 junior partners on prospecting and appointment setting, leading sales consultations to drive customer engagement.
• Promoted from junior appointment setter to senior closer; trained new hires on effective outreach, presentations, and appointment setting techniques.
• Conducted preliminary window measurements for homeowners, compared product options, explained pricing, and successfully closed sales.

Utah Notary Public (commissioned September 2026)