Willis Clark IV

● Communicate with clients via inbound or outbound phone, email, or chat to address new sales, inquiries and provide updates.

● Collaborate with insurance adjusters and other claims professionals to resolve claims efficiently.

● Support sales and administrative needs for American Automobile Association (AAA) TPA programs.

● Consistently awarded for the highest member conservation percentage and recognized for top production in new sales.

● Manage initial accident insurance claims and provide determination inquiries for certificate holders.

● Assist prospects with Affordable Care Act (ACA) health insurance information and enrollment via internal lead systems.

● Monitor evolving health insurance laws to verify continuous compliance across all product recommendations.

● Excel in productivity sales competitions and quality assurance scoring while providing tailored plan options from top providers.

● Maintain accurate records of ACA enrollments and client interactions in the company database.

● Stay updated on industry regulations and company policies to ensure compliance.

● Conduct comprehensive phone consultations to evaluate healthcare needs and financial situations, recommending suitable Medicare plan options and ancillaries.

● Manage high-volume inbound and outbound lead queues using proprietary technology to streamline the remote sales lifecycle.

● Guide clients through online applications and voice-signature processes, ensuring secure and accurate data capture.

● Maintain 100% adherence to CMS regulatory compliance for all recorded calls, including required disclaimers and "Scope of Appointment" (SOA) rules.

Individual Achievements: Consistently ranked in the top 4 out of 40-plus Medicare Sales agents monthly for 9 consecutive months, exceeding set sales targets.

• Ranked in Top 25% of Creative Design course