Shirien Muntaser
Sales Agent
Mobile,AL
Summary
Dynamic Medicare Sales Agent with a proven track record at Unified Growth Partners, adept at lead generation and sales strategy development. Expert in insurance product knowledge and client advocacy, successfully increasing Medicare enrollment through effective communication and relationship management. Committed to understanding client needs and delivering tailored solutions.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Medicare Sales Agent
Unified Growth Partners
San Fernando, California
11.2024 - Current
- Assisted customers with selecting appropriate plans based on their needs.
- Conducted extensive market research to identify potential customers.
- Collaborated with marketing teams to create effective campaigns for Medicare products.
- Utilized CRM software tools to track sales progress throughout the process.
- Maintained accurate records of sales activities and customer interactions.
- Developed and implemented sales strategies to increase Medicare enrollment.
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Generated leads through cold calling prospective clients for Medicare services.
- Advised customers on various aspects of their health insurance policies.
- Provided product information and answered questions about Medicare services.
Community Health Worker
University Hospitals of Cleveland
Cleveland , Ohio
10.2021 - 08.2028
- Created informational materials about available resources in the local community.
- Provided assistance with completing forms related to public benefits programs.
- Educated clients about risk factors associated with specific diseases or illnesses.
- Collaborated with other healthcare providers to ensure continuity of care for patients.
- Provided case management services including crisis intervention, advocacy, and support for individuals experiencing homelessness or poverty.
- Provided health education to clients about nutrition, physical activity and disease prevention.
Medical Sales Representative
ChenMed
Miami , FL
04.2024 - 11.2024
- Tracked sales performance metrics to identify trends in market place.
- Demonstrated product features and benefits for customers' needs.
- Upsold additional items based on customer interests and needs.
- Developed promotional strategies to increase sales volume.
- Handled customer complaints in a professional manner.
- Attended weekly team meetings to review performance goals and objectives.
- Processed transactions using a point-of-sale system.
- Scheduled appointments with healthcare professionals to promote products or services.
- Educated healthcare providers on product features, benefits, and usage instructions.
- Followed up regularly with existing customers via phone calls or emails.
- Prepared detailed reports on customer interactions.
Medicare Sales Agent
Assurance IQ
Seattle, Washington
07.2023 - 01.2024
- Assisted customers with selecting appropriate plans based on their needs.
- Conducted extensive market research to identify potential customers.
- Collaborated with marketing teams to create effective campaigns for Medicare products.
- Generated leads through cold calling prospective clients for Medicare services.
- Advised customers on various aspects of their health insurance policies.
- Provided product information and answered questions about Medicare services.
- Developed and implemented sales strategies to increase Medicare enrollment.
- Resolved customer complaints quickly and professionally.
- Followed up with clients regularly to ensure satisfaction and address any issues.
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Explained coverage options to potential policyholders, answering questions or concerns.
Case Manager
Catholic charities of New Orleans
New Orleans, Louisiana
08.2022 - 11.2022
- Collaborated with other service providers to ensure continuity of care for clients.
- Collaborated with medical professionals to coordinate treatment plans for clients.
- Assessed clients' needs, developed service plans and monitored progress towards goals.
- Acted as an advocate for vulnerable populations by advocating for policy changes at the state level.
- Maintained accurate case records and documentation according to agency guidelines.
- Developed individualized care plans with input from clients and their families.
- Counseled clients on available resources within the community that could help meet their needs.
- Compiled reports on cases and submitted them to supervisors as required.
- Facilitated communication between clients, families, caregivers, social services and other agencies to ensure client needs were met.
Property Manager
Self Employed Services
Lakewood , OH
07.2005 - 08.2021
- Maintained accurate records of financial transactions including rent collections, security deposits, and other income sources.
- Worked with on-site and remote service providers to support tenants requesting accommodations.
- Completed lease applications and verifications, notifying prospects of results.
- Monitored market trends to ensure competitive pricing structures for units under management.
- Established policies regarding tenant relations and enforcement of rules and regulations within the properties.
Insurance Agent
Colonial Life Insurance
Cleveland , Ohio
05.2019 - 07.2019
- Assessed customer risk levels and recommended appropriate coverage options.
- Scheduled meetings with prospective clients to discuss available products and services.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
Education
Associate of Arts - Liberal Arts
Cuyahoga Community College
Cleveland, OH01-2017
Skills
- Customer relationship management
- Sales strategy development
- Lead generation
- Insurance product knowledge
- CRM software usage
- Policy explanation
- Needs assessment
- Client advocacy
- Sales performance tracking
- Medicare
- Cold calling
- Cross-selling proficiency
- Eligibility determination
- Referral pipeline management
- Enrollee qualification
- Community engagement
- Up-selling techniques
- Lead conversion
- Insurance coverage verification
- Update records
- Customer needs assessment
- Life insurance
- HIPAA compliance
- Account management
- Quotes and sales
- Interpersonal skills
- Health insurance sales
- Conflict resolution
- Customer retention
- Client interviews
- Analytical thinking
Certification
- Health and Life Insurance License 20+States
- Community Health Worker License
Timeline
Medicare Sales Agent
Unified Growth Partners
11.2024 - Current
Medical Sales Representative
ChenMed
04.2024 - 11.2024
Medicare Sales Agent
Assurance IQ
07.2023 - 01.2024
Case Manager
Catholic charities of New Orleans
08.2022 - 11.2022
Community Health Worker
University Hospitals of Cleveland
10.2021 - 08.2028
Insurance Agent
Colonial Life Insurance
05.2019 - 07.2019
Property Manager
Self Employed Services
07.2005 - 08.2021
Associate of Arts - Liberal Arts
Cuyahoga Community College