Trekia Williams
Orlando,FL
Summary
Seeking a position where I can leverage my education, training, and customer service expertise to make a positive impact in the world.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Telesales Agent
CVS Health
11.2023 - Current
- Conduct Medicare sales presentations and meet monthly sales goals, service client accounts, data entry, Assist clients with understanding and navigating Medicare benefits, Maintain industry and product knowledge, Motivate team members, Execute on daily operational procedures and tactics, Assist inbound and outbound callers with any question, Document notes using CRM, Resolve customer issues or help with customer service
Insurance Agent
HealthPlanOne
Tampa, FL
05.2021 - 07.2023
- Conduct Medicare sales presentations and meet monthly sales goals, service client accounts, data entry, Assist clients with understanding and navigating Medicare benefits, Maintain industry and product knowledge, Motivate team members, Execute on daily operational procedures and tactics, Assist inbound and outbound callers with any question, Document notes using CRM, Resolve customer issues or help with customer service
Health Insurance Agent
e-Telequote Insurance
Brooksville, FL
08.2019 - 04.2021
- Conduct Medicare sales presentations and meet monthly sales goals, service client accounts, data entry, Assist clients with understanding and navigating Medicare benefits, Maintain industry and product knowledge, Assist inbound and outbound callers with any question, Document notes using CRM, Resolve customer issues or help with customer service
Benefits Specialist
Aflac
Lakeland, FL
01.2019 - 07.2019
- Served as an independent insurance agent, offering business solutions to small businesses and major corporations, Met quarterly sales goals, Managed client accounts, set appointments, and assisted with benefits administration
Medical Assistant
WellMed
01.2017 - 08.2018
- Prepared patients for examinations and treatments, Administered injections and applied dressings, Scheduled lab tests and maintained supplies and equipment, Completed patient documentation and updated files
Education
High school Diploma - General Edication
Lake Gibson sr High
01.2011
Diploma - Medical Assisting
Everest University-Lakeland
Skills
- Insurance Verification
- Referral coordinator
- Human Resource
- Insurance Sales
- Medical Records
- Vital Signs
- Laboratory Experience
- Patient Care
- EMR Systems
- Experience Administering Injections
- Sales
- Organizational skills
- Communication skills
- Medicare Sales
- Cold-calling
- Performance Tracking
- Sales Strategies
- Strategic Marketing
- Call Documentation
- Negotiation and Persuasion
- Data Entry
- Email and Telephone Etiquette
- Customer Service
- Sales proficiency
- Product Knowledge
- Insurance sales
- CRM software
Certification
- Life and Health Insurance License, 01/01/19, Present
- Insurance Producer License
Timeline
Telesales Agent
CVS Health
11.2023 - Current
Insurance Agent
HealthPlanOne
05.2021 - 07.2023
Health Insurance Agent
e-Telequote Insurance
08.2019 - 04.2021
Benefits Specialist
Aflac
01.2019 - 07.2019
Medical Assistant
WellMed
01.2017 - 08.2018
High school Diploma - General Edication
Lake Gibson sr High
Diploma - Medical Assisting
Everest University-Lakeland
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