Legal Videographer

Developed and maintained solid business relationships with case managers, social workers and discharge personnel at hospitals, skilled nursing facilities, rehabilitation centers, assisted living facilities and active retirement communities. Assessed each client and their specific needs to prepare a custom plan of care for each individual. Investigated and resolved customer inquiries and complaints in a timely and empathetic manner. Liaison between client, family, internal staff and healthcare professionals to ensure quality of care for each client.

Heavy telemarketing, email marketing and door-to-door prospecting, cultivating both company and self-generated leads. Precise account / territory management utilizing SalesForce custom retention management software. Effective product presentations and security assessments of homes to ensure the safety of clients and their families. Maintained an extensive knowledge of competitors, their offerings and their presence in assigned territory. Regularly met and exceeded company quotas with respect to units sold, closing percentage and monthly sales revenue.

Licensed as captive agent in 8 states and appointed with 19 insurance companies (such as United Health Care, Aetna, Cigna, and Humana) to sell Medicare Advantage, Medigap, Dental/Vision/Hearing (DVH), and Prescription Drug Plans to seniors who are disabled and under 65, turning 65, or above 65 years of age and eligible for Medicare benefits. Primarily responsible for making outbound and receiving inbound calls to increase policy sales with leads directly provided by HealthPlanOne. Provide daily tracking of sales leads and progress, effective customer service follow-up, utilizing company’s “AgentCubed” customer relation management (CRM) software. Additionally responsible for the proper handling of incoming customer service calls, answering all inquiries, and consulting/educating callers on insurance options best suited for their situation. Successfully handled “Secret Shopper” inbound calls, a method used by insurance carriers and Medicare to determine an agent’s product knowledge, and identify areas of improvement.•Conduct 75+ daily outbound calls from the company’s call center.•Successfull completion of company sponsored two-week insurance training program focusing on Medicare compliance, Original Medicare Parts A & B, Advantage plans, Medigap plans, Prescription Drug Plans, and DVH plans. Training for proper usage of AgentCubed (CRM software) provided as well.•Exceeded sales quota expectations for Medicare’s 7-week “Annual Enrollment Period” with 63 policy sales with a 94% QA (quality assurance) rating for application accuracy and Medicare compliance.

Utilized Location Manager Pro CRM application to create pre-planned routing schedules for daily sales calls and presentations to skilled nursing facilities, rehabilitation centers, and other acute-care establishments; careful focus placed on conducting physical and cognitive client assessments for seniors in conjunction with case managers, discharge planners, and social workers. Directly expanded referral base through participation in multiple professional senior networking groups such as PORA, the Surprise Chamber of Commerce, and Spotlight. Conducted daily service calls to gauge client satisfaction and to moderate conflict resolution in cases of dissatisfaction. Conducted “Lunch and Learns” to present company services with catered lunches to various acute and sub-acute medical establishments. •Averaged over 7,000 billable hours in caregiving services to individual seniors referred by case managers, discharge planners, and social workers at hospitals, skilled nursing facilities, and rehabilitation centers following discharge.

Directly promoted the company’s “Chronic Care Programs” designed to provide specialists with specific programs to assist patients with specific chronic ailments. SmartBook CRM sales management and customer retentions software to manage daily contact with physicians and direct staff, pre-route territory, maintain pre/post call notes, update account demographics and specific client needs as well as assist with increasing market penetration. Utilized Senior B2B Networking group, and multiple networking activities throughout the Northwest Valley, to manage all networking efforts and referral exchanges in association with community health fairs and events focusing on seniors and applicable services.•Earned “Presidential Award” in January 2011 for achieving 111% of sales goal during first full quarter of employment placing me among top 10% of nationwide salesforce in for that quarter in 2010.•Maintained proficiency in all employee sales and disease management processes by participating in the monthly “Amedisys Academy” online learning system regarding education and proper therapeutic treatment for chronic conditions such as, pulmonary disease and diabetes.; Coordinated several of Sanofi-Synthelabo’s (now called; ) company educational training seminars for physicians (primarily cardiologists and cardiovascular surgeons) regarding the anti-platelet drug Plavix.•Significant participation in the establishment of the “All About H.E.A.L.T.H.” industrial/occupational healthcare clinic, including clinic site location and building re-design, purchasing of all necessary medical equipment, development of promotional content, and initial sales/marketing and networking efforts with the local Chamber of Commerce.•Instrumental in designing various marketing collateral, branding material and brochures promoting establishments such as Greaney Medical Group, “All About H.E.A.L.T.H.,” and a self-owned/operated business.