Tammy Mcclinton
Kernersville,NC
Summary
Accomplished, growth-focused professional with 10+ years of dynamic sales experience across multiple industries. Equipped a steadfast commitment to customer service excellence to enhance customer experience, maximized satisfaction, propel retention, achieve/exceed sales goals, and increase business revenue. Possess superb abilities to develop and maintain a high level of product knowledge to persuasively promote them to existing and potential customers.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Licensed Insurance Agent
Connexion Point LLC
03.2025 - 03.2026
- Health insurance professional with 5+ years of experience in selling and managing various health plans including HMOs, PPOs, and Medicare Advantage. Well-versed in industry regulations and compliance standards.
- Results-driven health insurance agent with a track record of providing exceptional customer service and consistently exceeding sales goals. Skilled in building strong client relationships, conducting needs assessments, and recommending appropriate health insurance solutions. In previous role, achieved 120% of annual sales target and maintained a customer satisfaction rating of 95%.
- Developed comprehensive understanding of ACA regulations to ensure compliant plan offerings
- Educated clients on various plan types, to help them make informed decisions
- Stayed up-to-date on industry trends and new products to provide expert guidance to clients
Medicare sales agent
ResultsCX
07.2024 - 03.2025
- Built and maintained strong relationships with customers, resulting in a high rate of repeat business and referrals
- Utilized CRM software to track customer preferences, purchase history, and follow-up on potential leads
- Recognized as a top performer within the health insurance sales team for consistently meeting or exceeding sales quotas on a monthly basis
Health Insurance Agent
Gohealth insurance
01.2024 - 07.2024
- Assess and identify insurance needs of GoHealth customers over the phone.
- Effectively sell health insurance plans and products to customers.
- Provide excellent customer service, as the face of our business.
- Quickly grasp new concepts and product offerings, such as Major Medical, Medicare Advantage, Medicare Supplement, Prescription Drug Plans, and other ancillary health products
- Guide consumers through the health insurance policy selection and application process
Licensed Health Insurance Agent
Transact Insurance Solutions
North Carolina
06.2022 - 01.2023
- Manage communication points between corporate advisers, providers and patients for medical service advisory requests.
- Sold/Enrolled individuals in health plans over the phone by making cold calls on a daily basses.
- Explain healthcare benefits cover by major insurance carriers.
- Verify clients' eligibility and check clients' status within CMS and UHC system.
- Initiate appeals process on behalf of members, and assist with online web portal services.
- Maintain knowledge of updates and staying in compliance with CMS rules and regulations by being AHIP certify.
- Provide consultative and professional counsel to clients regarding health and life insurance with an additional strategic emphasis on annuities.
- Resolve clients' problems which include appeals and follow-ups, phone conversations with HRA or other representatives; and fair hearings.
- Verify Medicaid eligibility with state agencies.
- Educate and assist Medicare and Medicaid customers regarding insurance purchases.
- Cross selling supplemental insurance, annuities for retirement or diversification of certain portfolios.
Licensed Realtor
Mv Realty
South Carolina
09.2020 - 06.2021
- Make outbound customer calls to promote and sell the homeowners benefit program to homeowners.
- Create, maintain and update database of customers with complete information and emails.
- Consolidate existing customer base while building new customer base.
- Record outbound call history and customers response in detail.
- Ensure customer follow-up all the time.
- Send or email product literature, brochures, catalogs and other campaign material.
- Monitor competitors’ products or services and create selling strategies for own products or services.
- Handle customer needs and requirements.
- Respond to customer inquiries and resolve.
- Refer customers’ needs or inquiries to appropriate departments like sales, marketing, administrative or other departments.
- Assist and support sales, marketing or other departments in handling customer requests and needs.
Licensed Realtor
Giving Tree Realty
North Carolina
05.2019 - 02.2021
- Provide guidance and assist sellers and buyers in marketing and purchasing property for the right price under the best terms
- Determine clients’ needs and financials abilities to propose solutions that suit them
- Intermediate negotiation processes, consult clients on market conditions, prices, mortgages, legal-requirements and related matters, ensuring a fair and honest dealing
- Perform comparative market analysis to estimate properties’ value
- Display and market real property to possible buyers
- Prepare necessary paperwork (contracts, leases, deeds, closing statements etc)
- Manage property auctions or exchanges
- Maintain and update listings of available properties
- Cooperate with appraisers, escrow companies, lenders and home inspectors
- Develop networks and cooperate with attorneys, mortgage lenders and contractors
- Promote sales through advertisements, open houses and listing services
- Remain knowledgeable about real estate markets and best practices
Sales Associate
Alight Solutions
North Carolina
10.2015 - 05.2018
- Ensure high levels of customer satisfaction through excellent sales service
- Assess customers needs and provide assistance and information on product features
- Welcome customers to the store and answer their queries
- Follow and achieve department’s sales goals on a monthly, quarterly and yearly basis
- “Go the extra mile” to drive sales
- Maintain in-stock and presentable condition assigned areas
- Actively seek out customers in store
- Remain knowledgeable on products offered and discuss available options
- Process POS (point of sale) purchases
- Cross sell products
- Handle returns of merchandise
- Team up with co-workers to ensure proper customer service
- Build productive trust relationships with customers
- Comply with inventory control procedures
- Suggest ways to improve sales (e.g. planning marketing activities, changing the store’s design)
Education
Bachelor's degree - Business Management
Post, TX06.2012
Skills
Sales
Outside sales
Content Management Systems
Outbound sales
Content management systems
Microsoft Excel
Salesforce
Upselling
Cash register
Organizational skills
Customer service
Sales support
Inside sales
Typing
Insurance sales
Account management
ICD-9
Communication skills
POS
ICD-10
Marketing
Software troubleshooting
Telemarketing
Insurance Sales
Microsoft Office
Cash handling
Restaurant experience
Medicare
CRM software
B2B sales
Product demos
Windows
Branding
Direct sales
Cold calling
Analysis skills
Negotiation
English
Medical coding
Insurance Verification
Insurance sales expertise
Client relationship management
Client account management
Client retention
Insurance product expertise
Persuasive negotiation
HIPAA compliance
Health insurance sales
Client relations
Customer assistance
CRM software usage
Certification
- Commercial Lines License
- Health Insurance License Driver's License
Timeline
Licensed Insurance Agent
Connexion Point LLC
03.2025 - 03.2026
Medicare sales agent
ResultsCX
07.2024 - 03.2025
Health Insurance Agent
Gohealth insurance
01.2024 - 07.2024
Licensed Health Insurance Agent
Transact Insurance Solutions
06.2022 - 01.2023
Licensed Realtor
Mv Realty
09.2020 - 06.2021
Licensed Realtor
Giving Tree Realty
05.2019 - 02.2021
Sales Associate
Alight Solutions
10.2015 - 05.2018