Professional Summary
Overview
Work History
Education
Skills
Timeline

Victoria Perkins

Medicareschool.com
Peculiar,MO
Victoria Perkins
18
years of professional experience

Dynamic, customer focused career. Excelling in customer relations and retention marketing. Skilled in upselling and cross-selling, I enhance customer satisfaction through effective communication and analytical thinking, driving revenue growth and fostering long-term loyalty. Committed to delivering exceptional service and optimizing client experiences.

Work History

Medicare Retention Specialist

2 Years 2 Months
Medicareschool.com | 06.2022 - 08.2024
  • Managed inbound retention conversations, addressing objections and guiding customers toward enrollment completion.
  • Followed up with at-risk prospects through calls and email to preserve interest and reduce drop-off.
  • Documented customer interactions in CRM systems to maintain accurate records and next-step visibility.
  • Reviewed cancellation concerns and presented clear plan comparisons aligned with coverage needs.
  • Coordinated with sales and support teams to resolve enrollment issues and improve customer experience.
  • Explained Medicare plan options and eligibility details using compliant, customer-focused communication.
  • Monitored retention opportunities in pipeline activity and prioritized outreach based on urgency and need.
  • Strengthened conversion consistency by refining follow-up cadence and handling renewal-related questions promptly.
  • Enhanced customer satisfaction levels with proactive communication and timely resolution of issues.
  • Built constructive customer relationships to improve loyalty and recommendations.
  • Developed strong relationships with key accounts, ensuring ongoing satisfaction and long-term commitment.
  • Boosted revenue through upselling and cross-selling opportunities during customer interactions.
  • Enhanced customer experience by optimizing onboarding process, making it more informative and user-friendly.
  • Enhanced operational efficiency by automating routine follow-up communications, allowing more focus on high-impact interactions.

Medicare Consultant Sales

1 Year 5 Months
Senior Select | 01.2021 - 06.2022
  • Managed senior benefit enrollment eligibility updates and plan changes through accurate data entry.
  • Interpreted benefits options, explaining medical, dental, vision, and retirement plans clearly to employees.
  • Processed benefit elections by reviewing dependent documentation and validating qualifying life event requests with attention to detail.
  • Monitored benefit communications to ensure timely distribution of plan updates, deadlines, and enrollment instructions.
  • Grew book of business by Number percent through establishing and maintaining positive client relationships.

Insurance Specialist/Sales

2 Years 6 Months
Allstate | 12.2019 - 06.2022
  • Processed policy changes, endorsements, and cancellations with accuracy to maintain compliant customer records.
  • Reviewed insurance applications and supporting documents to verify completeness and resolve missing information.
  • Responded to customer inquiries regarding coverage, billing, and claims status using professional service standards.
  • Coordinated with agents, underwriters, and claims teams to support timely case resolution.
  • Explained coverage options and policy terms clearly to support informed customer decisions.
  • Supported retention efforts by following up on pending requests and maintaining organized case files.
  • Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
  • Processed eligibility and benefits verification and authorization requests.
  • Followed up on denials, late payments, extensions and other special circumstances.
  • Maintained high standards of customer service by building relationships with clients.
  • Researched and resolved routine and complex issues.
  • Ensured regulatory compliance through diligent monitoring of company practices and adherence to guidelines.
  • Simplified complex insurance concepts for clients, facilitating informed decision-making regarding policy options.

Medicare Sales Representative

2 Years 5 Months
Select Quote | 06.2017 - 11.2019
  • Assessed beneficiary needs and matched Medicare Advantage, Part D, and supplement plans to coverage goals.
  • Explained plan benefits, costs, networks, and enrollment requirements using compliant sales scripts.
  • Qualified inbound leads through detailed needs analysis and eligibility verification.
  • Developed personalized sales strategies to match individual client needs with optimal Medicare plans, maximizing enrollment opportunities.
  • Enhanced customer satisfaction by addressing and resolving Medicare-related inquiries promptly and accurately.
  • Assisted clients with the completion of enrollment forms, ensuring accuracy and compliance with regulatory requirements.

IT Help Desk Consultant

2 Years 5 Months
Centralized Showing Service Inc. | 01.2015 - 06.2017
  • Resolved inbound help desk inquiries, troubleshooting account, login, and scheduling issues with accurate guidance.
  • Supported customers by phone and email, delivering clear updates on showing requests and service status.
  • Documented cases in ticketing systems, maintaining detailed notes for follow-up and escalation.
  • Coordinated with internal teams to correct appointment discrepancies and restore service continuity.
  • Assisted clients with navigation of online tools, ensuring efficient access to showing-related services.
  • Escalated complex technical issues to appropriate teams while tracking resolution progress.
  • Maintained professional communication during high-volume periods, preserving service quality and response consistency.
  • Updated internal knowledge base with relevant information on fixes, workarounds, and best practices for recurring issues encountered in daily tasks.
  • Supported team members during peak hours, sharing knowledge and expertise to address challenging cases effectively.

Self Employed/owner

5 Years
Bernadette’s Moissanite Boutique | 01.2010 - 01.2015
  • Directed daily boutique operations, ensuring smooth customer service and polished retail presentation.
  • Curated moissanite jewelry selection based on quality, style, and market demand.
  • Advised customers on stone characteristics, settings, and purchase options.
  • Managed inventory tracking, restocking, and product organization for accurate availability.
  • Developed product pricing and promotion strategies aligned with sales goals.
  • Oversaw online listings, responding to inquiries and maintaining brand consistency.
  • Resolved customer concerns professionally to support repeat business and satisfaction.
  • Managed day-to-day business operations.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
  • Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
  • Implemented marketing strategies to increase brand awareness and attract new customers.

Sales Programming Assistant

4 Years 5 Months
Arch Communications | 01.2007 - 06.2011

• Assisted Sales team in house and external for technology directed towards hospital teams and Kansas City police force

• Programmed technology for the benefit of hospital employee teams and Kansas City Swat team

• Did troubleshooting and program testing and fixing of technology that wasn’t working

• Direct customer support for Company and Individual sales and support for the communication technology

Education

Medical Billing & Coding - Medical Billing And Coding Cerftification Program

DeVry University | Naperville, IL | 06.2026

Skills

Customer feedback analysis
Upselling and cross selling
Retention marketing
Persuasion techniques
Documentation skills
Cross-functional communication
Customer relations
Customer retention strategies
Decision-making
Relationship building
Microsoft office
Customer relationship management
Analytical and critical thinking
Procedure compliance
Complaint handling
Teamwork
Problem-solving
Time management
Attention to detail
Problem-solving abilities
Multitasking
Reliability
Excellent communication
Organizational skills
Active listening
Effective communication
Self motivation
Analytical thinking
Conflict resolution
ICD-10-CM
CPT
HCPCS

Timeline

Medicare Retention Specialist

Medicareschool.com
06.2022 - 08.2024Read More

Medicare Consultant Sales

Senior Select
01.2021 - 06.2022Read More

Insurance Specialist/Sales

Allstate
12.2019 - 06.2022Read More

Medicare Sales Representative

Select Quote
06.2017 - 11.2019Read More

IT Help Desk Consultant

Centralized Showing Service Inc.
01.2015 - 06.2017Read More

Self Employed/owner

Bernadette’s Moissanite Boutique
01.2010 - 01.2015Read More

Sales Programming Assistant

Arch Communications
01.2007 - 06.2011Read More

DeVry University

Medical Billing & Coding from Medical Billing And Coding Cerftification Program
Read More
Victoria Perkins