THERESA VICTORIA INGRAM
Augusta
Summary
Life And Health Insurance Consultant with 3 plus years of experience in Medicare enrollment, life insurance sales, and client onboarding. Combines regulatory compliance knowledge, eligibility assessment, and upselling skills to streamline application processes and improve client retention. Leverages empathetic communication, problem-solving, and data-driven feedback analysis to enhance service offerings and pursue continued growth in insurance consulting.
Overview
14
14
years of professional experience
Work History
MEDICARE ENROLLMENT SPECIALIST
TranzAct
05.2024 - 05.2025
- Facilitated the enrollment process for Medicare beneficiaries, ensuring accurate and timely completion of applications.
- Managed Medicare enrollment procedures, streamlining application processes for enhanced efficiency.
- Processed Medicare enrollment applications, maintaining compliance with regulatory standards and timelines.
- Facilitated Medicare enrollment processes, ensuring compliance with regulations and company policies.
LIFE INSURANCE ADVISOR
Insurance Supermarket
10.2022 - 02.2023
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Developed marketing strategies to compete with other individuals or companies selling insurance.
SENIOR SALES LIFE INSURANCE REPRESENTATIVE
Primerica
05.2012 - 10.2022
- Sold life insurance policies via telephone and assisted other agents with underwriting.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Developed marketing strategies to compete with other individuals or companies selling insurance.
- Calculated premiums and established payment methods.
- Upsold products to policyholders and potential new clients.
- Exceeded company sales goals for new policies.
- Communicated with clients to understand needs and identify best policies for each case.
- Provided leadership and training for new agents regarding industry best practices and company policies.
LIFE COACH
Minister Theresa Victoria Ministries
12.2017 - 10.2025
- Craft tailored coaching plans addressing client obstacles and outlining measurable milestones to drive sustained personal growth and clearer life direction.
- Evaluate client progress through structured reviews and qualitative notes to identify patterns, then adjust techniques to achieve noticeable forward movement.
- Coordinate goal-setting workshops that convert broad aspirations into sequenced action steps, boosting client momentum and measurable progress.
MEDICARE CONSULTANT
Teleperformance
10.2025 - Current
- Guided Medicare clients with empathy, building trust and meeting needs efficiently.
- Streamlined client onboarding processes, enhancing efficiency and ensuring timely access to healthcare services.
- Analyzed client feedback to refine service offerings, leading to marked gains in customer retention and engagement.
TRAVELING RETAIL MERCHANDISER
Premium Retail Sales
01.2021 - 02.2024
- Partnered with store managers to align weekly promotion schedules and resource needs, reducing execution delays and strengthening retailer collaboration.
- Documented visit findings with clear photos and concise reports to track trends, speeding corrective actions and preserving brand presentation standards.
LICENSED MEDICARE INSURANCE AGENT
GoHealth
06.2023 - 01.2023
- Evaluated intake and enrollment steps to identify bottlenecks, implemented process refinements that reduced rework and improved overall processing reliability.
- Liaise with carriers to resolve coverage issues and secure necessary approvals, preserving client access to benefits and preventing service interruptions.
Education
Some College (No Degree) - Women's Ministry
Open Ministry
Remote01-2016
Some College (No Degree) - Life Sciences
Life Coach Institute
Remote01-2016
Some College (No Degree) - Teacher Aide
Penn Foster Career School
Scranton, PA01-2016
Skills
- Customer service (Experienced), Sales strategies (Experienced), CRM software (Experienced), Medicare knowledge (Experienced), Eligibility assessment (Experienced), Problem solving (Expert), Upselling (Experienced), Industry regulations (Experienced), Life insurance (Experienced), Regulatory compliance (Experienced), Client assessment (Skillful), Customer follow-up (Experienced), Quotes and sales (Experienced), Professionalism and ethics (Experienced), Licensed insurance agent (Experienced)
Timeline
MEDICARE CONSULTANT
Teleperformance
10.2025 - Current
MEDICARE ENROLLMENT SPECIALIST
TranzAct
05.2024 - 05.2025
LICENSED MEDICARE INSURANCE AGENT
GoHealth
06.2023 - 01.2023
LIFE INSURANCE ADVISOR
Insurance Supermarket
10.2022 - 02.2023
TRAVELING RETAIL MERCHANDISER
Premium Retail Sales
01.2021 - 02.2024
LIFE COACH
Minister Theresa Victoria Ministries
12.2017 - 10.2025
SENIOR SALES LIFE INSURANCE REPRESENTATIVE
Primerica
05.2012 - 10.2022
Some College (No Degree) - Life Sciences
Life Coach Institute
Some College (No Degree) - Teacher Aide
Penn Foster Career School
Some College (No Degree) - Women's Ministry
Open Ministry