Roy Logan
Mooresville,NC
Summary
Dynamic Medicare Sales Agent with a proven track record at Quote Manage, excelling in customer service and critical thinking. Expertly streamlined enrollment processes, enhancing efficiency and helping low-income seniors access vital financial assistance. Adept in data entry and risk assessment, ensuring clients receive tailored guidance on Medicare plans.
Overview
13
13
years of professional experience
Work History
Medicare Sales Agent (Remote}
Quote Manage
06.2020 - Current
- Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently.
- Streamlined the enrollment process with efficient documentation and data entry, reducing processing time.
- 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.
Front Desk Security Officer
Community Action For Human Services
11.2016 - 04.2020
- Assisted in emergency situations by following established protocols, ensuring the safety of all individuals on the property.
- Prevented potential thefts or vandalism by identifying suspicious activity and taking appropriate action as per company guidelines.
- Maintained a safe environment for employees and visitors by regularly patrolling the premises and addressing potential security concerns.
- Ensured prompt response times for alarms or detected threats by closely monitoring CCTV feeds and coordinating with fellow security officers.
Plain Clothes Store Detective
Macy's Department Stores
05.2012 - 09.2016
- Collaborated with law enforcement agencies to ensure successful prosecution of offenders.
- Identified potential theft risks by analyzing store layout and merchandise placement.
- Conducted thorough investigations into incidents of internal theft, leading to the identification and termination of dishonest employees.
- Evaluated existing security measures regularly for effectiveness, making recommendations for improvements when needed.
- Maintained detailed records of all security-related incidents for review by management or legal authorities if necessary.
- Utilized CCTV systems effectively to monitor customer activity, identify suspicious behavior, and prevent potential thefts from occurring.
Education
No Degree - Business Administration
Pinebrook Jr College
Coopersburg, PAGED -
Holy Cross High School
Rhinebeck, NY01-1986
Skills
- Customer service
- Attention to detail
- Multitasking
- Quotes and sales
- Critical thinking
- CCTV monitoring
- Verbal and written communication
- Data entry
- Risk assessment
- Report writing
- CCTV surveillance
- Emergency response
- Security screenings
Timeline
Medicare Sales Agent (Remote}
Quote Manage
06.2020 - Current
Front Desk Security Officer
Community Action For Human Services
11.2016 - 04.2020
Plain Clothes Store Detective
Macy's Department Stores
05.2012 - 09.2016
No Degree - Business Administration
Pinebrook Jr College
GED -
Holy Cross High School
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