Tara Barnes
Orlando,FL
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
5
5
years of professional experience
1
1
Certification
Work History
Medicare Sales Agent
United Health (Teleperformance Contract)
07.2021 - Current
- Analyze risk factors to recommend appropriate coverage levels.
- Determine financial needs by assessing coverage needs, and aligning new products and services with long-term goals.
- Conduct annual reviews of existing policies to update information.
- Work with the sales team to collaboratively reach targets set by the company, consistently meeting and exceeding the company's expectations.
- Consistently generate one sale for every three members, or prospective member calls.
Tax Preparer Assistant
Intuit Turbo Tax (Teleperformance Contract)
01.2025 - 04.2025
- Assisted in preparing tax returns for individuals, and ensured all documentation was accurate.
- Collaborated with tax preparers to gather necessary financial information from clients, enhancing workflow efficiency.
- Reviewed client documents for completeness and accuracy, identifying discrepancies before submission.
- Delivered personalized consultations to build excitement, clarification, and guidance on tax products and the overall tax preparation process.
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.
- 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.
- Licensed and contracted with five major insurance carriers.
- Reached a daily sales minimum of 6 by fully engaging and addressing each caller's needs.
Education
Bachelor of Science - Organizational Management
Mercy College
Dobbs Ferry, NY05-2018
Skills
- Active Listener
- Relationship building
- Multitasking
- Objection handling
- Strong presentation skills
- End-to End Customer Service
Certification
- Intuit Badge
- 20-44 License
- 6-20 License
- 215 License
Timeline
Tax Preparer Assistant
Intuit Turbo Tax (Teleperformance Contract)
01.2025 - 04.2025
Medicare Sales Agent
United Health (Teleperformance Contract)
07.2021 - Current
Medicare Sales Agent
Total Insurance Brokers
06.2020 - 06.2021
Bachelor of Science - Organizational Management
Mercy College