Summary
Overview
Work History
Education
Skills
Timeline
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Spencer Heaton

Lehi,UT

Summary

Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. Offers demonstrated success identifying prospects and converting leads into customers. Superior communication skills, understanding of client needs and sales closing rates. Recognized for resourcefulness in meeting and exceeding sales, revenue and profit goals.

Overview

15
15
years of professional experience

Work History

Medicare Sales Representative

eHealth Insurance
06.2021 - Current
  • Educated clients on insurance policies and procedures.
  • Analyzed customer needs to provide customized insurance solutions.
  • Conducted annual reviews of existing policies to update information.
  • Licensed in 48 states to sell Medicare insurance products.
  • Certified with 30 plus insurance carriers and maintained yearly licensing and certifications via extensive training.
  • Hit daily sales quotas consistently as well as monthly goals.
  • Worked 70 plus hours per week and sold over 150 apps per month during Annual Enrollment Period.

Admissions Consultant

Independence University
01.2018 - 06.2021
  • Assisted applicants with admissions application and served as point of contact throughout admissions process.
  • Worked with financial aid office to verify student applications and discuss payment options.
  • Managed large pipeline and made 25 -40 calls per day.
  • Worked with several programs such as Microsoft word, Outlook, Salesforce and other in-house software’s and operating systems.
  • Met monthly sales goals and metrics while working with deadlines.
  • Worked with students to figure out their goals, interests and needs in order to place them in the correct program and ensure higher rates of success.

Enterprise Account Manager

AAPC
03.2014 - 01.2017
  • Managed numerous large accounts and took care of all client needs while finding ways to upsell them new products and services.
  • Worked with new prospective clients and called several leads daily while managing 50 plus large accounts in my pipeline.
  • My calls were consistently used for training purposes.
  • Sold a plethora of products and services from software to certification trainings.
  • Demonstrated products, responded to questions, redirected concerns and overcame objections to close sales.
  • Worked with several large organizations such as hospitals, medical clinics and universities negotiating contracts and facilitating large purchases while managing every step in sales process.
  • Exceeded monthly sales goals by an average of 200% consistently.
  • Certified in the Trusted Advisor Certification program.
  • Sold over 1 million dollars in products and services 2 consecutive years with AAPC.

Admissions Consultant/Alliance Advisor

Independence University
01.2012 - 02.2014
  • Managed and built new relationships with hospitals across the United States.
  • Coordinated both party’s legal requirements and assured contracts were executed in a timely manner.
  • Contacted hospital executives and department directors to establish clinical partnerships and place students for clinical rotations.
  • Assisted respiratory department directors with scheduling student interviews and processed all paperwork required.
  • Made over 60 calls each day as an Alliance Advisor.
  • Worked with several students monthly to overcome objections and provide proper solutions in order to place them in the correct program.
  • Managed large pipeline of students and helped them complete and submit all forms needed during application process.
  • Worked with several departments including financial aid to ensure each prospective student had all necessary forms completed and were able to obtain funding.

Collections Manager

Mypaydayanyday.com
05.2008 - 01.2012
  • Trained and mentored new employees on collection methods, documentation requirements and performance strategies.
  • Worked with several customers in financial distress to find solutions to prevent them from defaulting on their loan.
  • Managed 150 plus accounts at one time and consistently worked to find solutions in order to increase efficiency within collections dept.
  • Developed and refined new programs like the "Hardship Assistance Program" to help those who had fallen on hard times.
  • This program decreased overall default rates from 24.7% down to 17.2% in only 6 months.
  • Researched accounts and completed due diligence to resolve collection problems.
  • Conducted investigations of customer accounts and payment histories.
  • Oversaw daily posting of payments to customer accounts.

Education

Some College (No Degree) - Business Management

Utah Valley University
Orem, UT

Skills

  • Proficient in Salesforce, Microsoft Word and Outlook, along with strong skill and understanding of computers and phone systems Learned to efficiently operate many different proprietary software systems used at Mypaydayanydaycom
  • Insurance Coverage Verification
  • Explaining Benefits
  • Lead Conversion
  • Insurance Industry Knowledge
  • Persuasive Negotiations
  • Consultative Sales Approach
  • Licensing Requirements
  • Customer Referrals
  • Medicare Compliance
  • CMS Guidelines
  • Referral Pipeline Management

Timeline

Medicare Sales Representative

eHealth Insurance
06.2021 - Current

Admissions Consultant

Independence University
01.2018 - 06.2021

Enterprise Account Manager

AAPC
03.2014 - 01.2017

Admissions Consultant/Alliance Advisor

Independence University
01.2012 - 02.2014

Collections Manager

Mypaydayanyday.com
05.2008 - 01.2012

Some College (No Degree) - Business Management

Utah Valley University

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Spencer Heaton