Tiffany Herrera
Goodyear,AZ
Summary
Accomplished Broker adept at growing business through deep knowledge of products and strong relationship-building abilities. Leveraging over 14 years of experience to generate sales and growth.
Overview
18
18
years of professional experience
Work History
Agency Principal / Medicare Broker
Valley Insurance Advisors
04.2020 - Current
- Produce lead generation by actively engaging with the community, utilizing networking techniques, and establishing connections with local pharmacies, community centers, and doctors.
- Retained existing clientele by reviewing their policies and recommending adjustments as needed.
- Conducted regular sales seminars, compliance training, and annual Medicare trainings with insurance carriers, resulting in successful in-person and remote sales interactions with seniors/Medicare beneficiaries.
- Developed strong relationships with clients, earning their trust and loyalty through consistent communication, and portfolio updates.
- Developed a reputation for integrity and ethical conduct within the insurance community, leading to increased trust from clients and colleagues alike.
- Recorded supporting documentation for phone calls and written correspondence.
- Cultivated a wide network of professional contacts, increasing referral business, and expanding client base over time.
- Built high-performing team through effective recruitment, onboarding, and talent development initiatives.
- Fostered partnerships with industry leaders, enhancing my teams' reputation, and creating new business opportunities.
- Organized professional development trainings for staff, leading to improved performance and skill sets.
- Fostered team environment that encouraged knowledge sharing and collaboration, leading to improved sales results.
- Developed and maintained strong knowledge of multiple products as well as ensuring my team exercised same training and varying levels of benefits within each product.
Broker Project Coordinator
Centene
11.2018 - 03.2020
- Assisted Sales Manager and Director for AZ Market working with Brokers to achieve sales goals and all aspects of business operations.
- Contributed to a positive work environment with strong interpersonal skills and proactive teamwork attitude.
- Created PowerPoint trainings and company meeting materials for brokers.
- Facilitated smooth project execution by managing deadlines, resources allocation, and progress updates.
- Collaborated with compliance to make job aids for brokers and sales team.
- Assisted sales team with making marketing materials (flyers, rack cards, post cards, member thank you cards) for agents.
- Salesforce lead dispositions, lead assignments, seminar assignments, agent trainings, and reports to capture ROI on events.
- Training brokers and agents on sales platforms.
- Tracking inventory of marketing materials and promotional items.
- Proofread and edited documents for accuracy and grammar.
- Increased sales and broker opportunities by assisting agents book community centers and coached on strategies for retaining relationships.
- Provided ongoing support to sales teams by acting as a resource for product knowledge, industry news, and compliance changes.
Licensed Telesales Agent
Humana Market Point
06.2013 - 10.2018
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Consistently met or exceeded sales targets through diligent prospecting, needs assessments, follow-up, presenting suitable coverage options, and effective closing strategies.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Generated leads through cold-calling, networking and other outreach methods.
- Promoted products and services using upselling and mirroring the needs of the prospects with coverage offered.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Enhanced team performance by collaborating closely with colleagues and sharing best practices to improve overall productivity.
- Managed overall efficiency by utilizing tools to stay organized, setting realistic goals, and consistently following through on tasks until completion.
- Optimized call scripts by incorporating persuasive language techniques for more impactful conversations with prospects.
- Maintained excellent relationships with supervisors and other leadership through open communication channels, contributing positively to team dynamics.
- Completed daily and weekly sales reporting using assigned tools.
Mail Order Pharmacy Technician
Humana Pharmacy
09.2011 - 06.2013
- Managed a high volume of inbound calls while maintaining composure under pressure and delivering excellent service.
- Responded to customer requests, explanation of Part D benefits or group coverage benefits, copays, deductible, refill time restrictions, and tailored support to address needs.
- Educated patients on proper medication usage, side effects, and promoting patient safety.
- Utilized various software applications proficiently for efficient case management and documentation purposes.
- Demonstrated empathy and professionalism while handling sensitive patient information and concerns.
- Participated in ongoing training programs to stay current on industry trends, regulations, and company updates.
- Supporting seamless operation of the pharmacy by assisting with administrative tasks such as faxing paperwork, scheduling call back appointments, answering phone calls, and managing email correspondence.
- Enhanced teamwork within the unit through effective communication and collaboration with fellow departments (nurses, physicians, and support staff).
- Increased department efficiency by volunteering to stay during high-demand hours or peak times for the platform.
- Supported audit defense efforts by adhering to strick PHI expectations and coaching team when best practices were in need.
- Elevated overall department performance by actively participating in team meetings, sharing best practices, and offering constructive feedback when necessary.
Customer Service Associate/ Issue resolution Specialist
Etelecare Global Solutions
06.2007 - 08.2009
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction while maintaining low call time.
- Processed cellular warranty and insurance claims.
- Patiently guided members through troubleshooting and replacing phones.
- Handled billing and payment issues by following guidelines and resolving disputes.
- Kept detailed record of customer interactions, ensuring accountability and follow-up.
- Achieved consistent high levels of customer satisfaction by prioritizing empathy, patience, and effective problem-solving skills during interactions.
- Collaborated with training associates and team leads to develop cheat sheets for both team and clients.
- Trained new associates in company policies and procedures, fostering a supportive work environment.
- Developed new procedures and talking points for escalated situations to reduce supervisor calls, complaints and overall promote center efficiency.
- Promoted to Assist Team Lead, aiding in the success of our team.
- Mentored and guided employees to foster proper completion of assigned duties.
- Demonstrated knowledge of company mission and goals and mentored employees in reaching objectives aligned with company core values.
- Created schedule adherence reports, coached team on breaks, lunches.
- Monitors calls and provided development focused feedback.
Education
Health Insurance License -
AZ Health Insurance License
01.2013
High School Diploma -
Camelback High
01.2006
Skills
- Business Growth
- Workplace training
- Relationship Management
- Marketing Strategies
- Sales strategy development
- Team Collaboration
- Customer Needs Assessment
- Leads Prospecting
- Staff Management
- Compliance requirements
Timeline
Agency Principal / Medicare Broker
Valley Insurance Advisors
04.2020 - Current
Broker Project Coordinator
Centene
11.2018 - 03.2020
Licensed Telesales Agent
Humana Market Point
06.2013 - 10.2018
Mail Order Pharmacy Technician
Humana Pharmacy
09.2011 - 06.2013
Customer Service Associate/ Issue resolution Specialist
Etelecare Global Solutions
06.2007 - 08.2009
High School Diploma -
Camelback High
Health Insurance License -
AZ Health Insurance License
Similar Profiles
Alexis KuntzAlexis Kuntz
Front Desk Receptionist at Central Valley Property AdvisorsFront Desk Receptionist at Central Valley Property Advisors
Riley YatesRiley Yates
Manager at Elite Insurance Advisors LLCManager at Elite Insurance Advisors LLC
BOOKER JOSEPHBOOKER JOSEPH
Owner at JOSEPH INSURANCE ADVISORS, LLCOwner at JOSEPH INSURANCE ADVISORS, LLC