Highly-motivated responsible self starter. Willing to learn new skills. Hardworking and reliable. Strong ability to make friends easily. Enthusiastic about helping others save money and finding their personal best options. Offering direct sales and integrity. Highly organized, leader, forward thinking, and punctual with leadership mentality.
Overview
4
4
years of professional experience
Work History
Remote Nationwide Medicare Broker
Senior Healthcare Direct/AmeriLife
08.2019 - Current
Performance Reviews
Relationship Building
Proficient in Salesforce, CSG,
Workday
Quality Assurance
Problem Anticipation and
Resolution
Service Oriented
Creative and Innovative
Willing to Learn
Sound Judgment
Decision Making
Critical Thinking
Consumer direct sales
Education and presentation of products and costs
Sought out new clients and developed clientele by networking to find new customers
Monitored clients' insurance coverages to ensure changing needs were met
Developed appropriate quotes based on risk information
Achieved repeat business and referrals through personalized services
Explained advantages, disadvantages and features of policies to promote sales of Medicare plans
Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.Explained coverage options to potential policyholders, answering questions or concerns
Contacted policyholders to explain policies, analyze insurance options and suggest changes and additions to policies
Calculated premiums and established payment methods, receiving customer payments and issuing receipts
Contacted underwriters and submitted forms to obtain binder coverage.
Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
Analyze Medicare issues with careful approach in order to form definitive opinions.
Education
Kellogg Community College
No Degree - Business
Glen Oaks Community College
Centreville, MI
Michigan Real Estate License - Real Estate
Lansing Community College
Lansing, Mi
Skills
US Citizen, National Producer Number #19109021
Worked 38-65 hours a week On average 40 hours except for AEP and OEP more
2023 Ahip Certification
Successfully Completed the course 2023 Medicare + Fraud, Waste, and Abuse Training.