Rica Johnson
Titusville
Summary
Results-driven Licensed Health, Life, and Annuity Insurance Agent with over 4 years of Medicare sales experience. Skilled in educating clients on coverage options, conducting needs-based sales conversations, and ensuring compliance. Experienced in managing high-volume call activity and utilizing Salesforce CRM to exceed performance goals in fast-paced environments.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Medicare Telesales Agent
Independence Blue Cross
09.2022 - 04.2024
- Conducted high-volume inbound and outbound sales conversations with Medicare-eligible members.
- Educated clients on plan benefits, coverage options, enrollment requirements, and policy changes.
- Performed needs assessments to recommend appropriate Medicare solutions based on customer circumstances.
- Maintained detailed and compliant records using Salesforce and internal CRM systems.
- Built long-term member relationships through follow-up, issue resolution, and professional service.
Independent Insurance Agent
American Senior Benefits
09.2020 - 09.2022
- Provided personalized insurance consultations focused on health, life, and retirement planning solutions.
- Generated new business through referrals, relationship building, and client outreach activities.
- Cross-sold insurance products based on customer needs, financial goals, and risk exposure.
- Explained policy provisions, benefits, exclusions, and coverage options in an easy-to-understand manner.
- Maintained accurate client files while adhering to state and federal compliance standards.
Administrative Assistant
Royal Pines
08.2019 - 09.2020
- Managed administrative records and financial documentation to ensure accurate customer account information.
- Assisted customers with billing inquiries and resolved account issues through effective phone and email communication.
- Maintained organized reporting systems to streamline daily office operations.
Education
Bachelor of Science - Business Administration – Accounting
Western Governors University
Licensed Practical Nurse (LPN) -
Abundant Life Nursing School
Associate of Science - Legal Studies
Herzing University
Skills
- Medicare Sales
- Health Insurance
- Enrollment Assistance
- Needs Analysis
- Prospecting
- Lead Management
- Salesforce CRM
- Client Retention
- Policy Reviews
- Cross-Selling
- Upselling
- Objection Handling
- Consultative Selling
- Compliance
- Remote Sales
- Customer Service
- Documentation
- Life Insurance
- Annuities
- Relationship Building
Certification
- Florida 2-40 Health Insurance License
- Florida 2-14 Life and Variable Annuity License
- Salesforce Administrator Training, PEP UP Tech Virtual Academy
Additional Information
Remote Sales Experience, Medicare Advantage Plans, Client Education, Regulatory Compliance, CRM Management, Insurance Enrollment Support
Timeline
Medicare Telesales Agent
Independence Blue Cross
09.2022 - 04.2024
Independent Insurance Agent
American Senior Benefits
09.2020 - 09.2022
Administrative Assistant
Royal Pines
08.2019 - 09.2020
Bachelor of Science - Business Administration – Accounting
Western Governors University
Licensed Practical Nurse (LPN) -
Abundant Life Nursing School
Associate of Science - Legal Studies
Herzing University