Tracy D. Graham
Fort Lauderdale,Florida
Summary
Successful Medicare Sales Agent with a Long Term Care Insurance and Home Healthcare background. Hardworking and enthusiastic. Pursues opportunities to learn new skills and contribute to group success. Offers strong administrative, relationship-building, and problem-solving abilities.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Universal Sales Agent Seasonal
Convey Health Solutions
Miramar, FL
08.2021 - 02.2022
- Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Assisted call-in customers with questions and orders.
- Educate member and prospect with PDP Plans. Including benefits, cost sharing, copays, deductibles, and stages of drug coverage, Research preferred/standard pharmacy providers, and home delivery options.
- Expedite PDP enrollment and plan changes.
- Assist Prescription Drug Plan (PDP) members and prospects with inquiries related to drug formulary coverage.
- Provide assistance with drugs not coverage with Coverage Determination, State Pharmaceutical Assistance Programs (SPAP), extra help or Medicaid options.
- Update account information such as billing options and changes of address or phone numbers. Document detail of member/prospect call in note section.
- Identify member complaints and grievances and escalate according to client specific procedures.
Insurance Broker
Independant
FORT LAUDERDALE, FLORIDA
01.2020 - 07.2021
- Sell various types of insurance policies to individuals on behalf of insurance companies, including, Medicare Advantage, Prescription Drug, Medicare Supplement, Final Expense Plans, and Long Term Care Plans.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Telephonic, virtual and face-to-face sales interactions
- Sought out new clients and developed client .relationships through networking, direct referrals, lead databases and cold calling.
- Community engagement through grass root marketing activity to secure leads..
Sales Executive
Aetna
Plantation, FL
04.2017 - 12.2019
- Conduct Medicare Sales Seminars, and individual presentations for Medicare beneficiaries with the objective of securing applicants for Medicare Advantage, Prescription Drug Plans, and Medicare Supplements.
- Excellent understanding of CMS compliance requirements to assure that all sales activities are CMS compliant
- Responsible for community development to include pursuing all senior organizations and individual lead generation opportunities
- Establish community relationships that build trust and drives referrals.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
- Strong organizational skills that support timely completion of all daily, weekly, and monthly sales activity reports.
Insurance Broker
Independant
Fort Lauderdale, FLORIDA
05.2015 - 03.2016
- Sell various types of insurance policies to individuals on behalf of insurance companies, including, Medicare Advantage, Prescription Drug, Medicare Supplement, Final Expense Plans, and Long Term Care Plans.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Telephonic, virtual and face-to-face sales interactions
- Sought out new clients and developed client .relationships through networking, direct referrals, lead databases and cold calling.
- Community engagement through grass root marketing activity to secure leads.
Sales Representative
Humana MarketPoint
Doral, FL
09.2011 - 04.2015
- Conduct Medicare Sales Seminars for Medicare beneficiaries with the objective of securing applicants for Medicare products within an assigned territory
- Excellent understanding of CMS compliance requirements to assure that all sales activities are CMS compliant
- Conduct sales and educational presentations at senior venues including church groups, senior centers, senior clubs and homes
- Generates leads by securing referrals and identifies sales outlets for territory development
- Responsible for community development within territory to include pursuing all senior organizations and individual lead generation opportunities
- Strong organizational skills that support timely completion of all daily, weekly, and monthly sales activity reports.
- Achieved monthly sales goals by promoting product benefits and enrolling new clients.
- Increased sales by offering advice on purchases and promoting additional products.
- Retained excellent client satisfaction ratings through outstanding service delivery.
Education
Florida 215 Life, Health And Variable Annuities - Insurance
Gold Coast School of Insurance
Florida06.2008
Some College (No Degree) - Business Administration
Barry University
Miami, FLSkills
- Highly motivated, self-driven and Diligent Lerner
- Lead prospecting
- Sales Strategies
- Retention strategies
- Customer Service and Relationship Building
- Knowledgeable regarding insurance rules and regulations
- Strong organizational, interpersonal, communication skills
- Accomplished user laptop computers, cell phones and ability to navigate mobile apps
- Telephonic, virtual and face-to-face sales presentations
- Knowledge of Microsoft Word, Excel, Outlook, Power Point, and Sales Force
- National Producer Multiple States
Certification
AHIP
Timeline
Universal Sales Agent Seasonal
Convey Health Solutions
08.2021 - 02.2022
Insurance Broker
Independant
01.2020 - 07.2021
Sales Executive
Aetna
04.2017 - 12.2019
Insurance Broker
Independant
05.2015 - 03.2016
Sales Representative
Humana MarketPoint
09.2011 - 04.2015
Florida 215 Life, Health And Variable Annuities - Insurance
Gold Coast School of Insurance
Some College (No Degree) - Business Administration
Barry University