Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Tara Barnes

Orlando

Summary

Professional Medicare sales specialist with deep knowledge of healthcare plans and regulatory compliance. Strong background in client relationship management and sales strategies geared toward Medicare products. Proven track record in team collaboration and adaptable to changing market needs. Skilled in communication, problem-solving, and customer service. Recognized for consistently achieving results and delivering high-quality service.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Medicare Sales Agent

Teleperformance -United Health (Contract)
07.2021 - Current
  • Analyze risk factors to recommend appropriate coverage levels.
  • Determine financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Conduct annual reviews of existing policies to update information.
  • Work with sales team to collaboratively reach targets set by company, consistently meeting and exceeding quotas.


Medicare Sales Agent

Total Insurance Brokers
06.2020 - 06.2021
  • Utilized CRM tools to track client interactions, follow-ups, and progress toward enrollment goals efficiently.
  • 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.
  • Enhanced customer retention rates by proactively addressing any issues or concerns regarding their Medicare plans.
  • Consistently met or exceeded sales targets by employing effective sales strategies and techniques tailored to individual client needs.

Life Insurance Agent

Western and Southern Life
01.2015 - 06.2020
  • Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
  • Crafted clear, informative reports to explain life insurance policy features and benefits.
  • Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
  • Identified cross-selling opportunities by reviewing existing client coverage and suggesting appropriate additional products.
  • Delivered informative presentations to potential clients about the benefits of life insurance policies, generating interest and driving sales growth.
  • Expanded referral network through strong relationship-building with industry professionals, leading to increased business opportunities.
  • Consistently exceeded individual sales targets while contributing to overall team success in meeting company goals.
  • Managed travel,time and territory efficiently, including simultaneously monitoring multiple marketing venues

Education

Bachelor of Science - Organizational Management

Mercy College
Dobbs Ferry, NY
05-2013

Skills

  • Goal oriented
  • Community engagement
  • Objection handling
  • Referral pipeline management
  • Strong presentation skills
  • Multitasking Abilities

Certification

  • 215 License
  • 20-44 License

Timeline

Medicare Sales Agent

Teleperformance -United Health (Contract)
07.2021 - Current

Medicare Sales Agent

Total Insurance Brokers
06.2020 - 06.2021

Life Insurance Agent

Western and Southern Life
01.2015 - 06.2020

Bachelor of Science - Organizational Management

Mercy College

Similar Profiles

CREATE PROFILE
Tara Barnes