Enrolled dual eligible Medicare recipients in Medicare Advantage plans. Sold final expense life insurance to seniors; Responsible for following through and completing insurance applications, sending out mailings, creating flyers, faxing documents, and filing; Marketed health insurance via internet website and telephone.

Trained agents on products, producer systems such as Salesforce, and nuances of Blue Cross Blue Shield Medicare customers. Enrolled Medicare beneficiaries in health and prescription drug plans. Studied CMS rules and regulations in regard to telephonic Medicare product sales. Recommended health plans based on detailed health needs analysis. Passed AHIP and all other insurance certification exams. Troubleshoot customer service issues with existing insurance carrier members. Sold health insurance via inbound call center to individuals and families. Completed the Federal Facilitated Marketplace application end-to-end process with clients. Documented all call information according to standard operating procedures. Updated existing customer information. Recognized for best sales and conversion ratio. Maintained a high compliance percentage.

Enrolled retirees in Medicare health and PDP plans for year 2019. Studied CMS rules and regulations in regards to telephonic Medicare product sells. Passed AHIP and all other insurance certification exams. Answered inbound calls from retirees, existing customers, and dependents. Briefed customers updated information on their reimbursement accounts. Scheduled appointments for 2018 Annual Enrollment Period. Provided technical support via customers’ web portal. Explained plan benefits for Medicare Supplement, Medicare Advantage, and prescription drug plans. Maintained a high compliance percentage.

Responsible for consumer sales and account management. Provided insurance policies for clients that provided the best protection for their lives; Offered comprehensive financial planning services, including retirement and estate planning; Compiled reporting and maintained activity records daily; Prospected daily for new clients via telephone, seminars, and/or direct mailings; Assisted policyholders settle their insurance claims in events of loss.

Sold insurance and annuities to families, public school teachers, small business owners, and state employees; Recruited and trained new agents on company processes and methodologies; Responsible for following through and completing insurance applications, sending out mailings, creating flyers, faxing documents, and filing; Marketed health insurance via internet and telephone. Made over 150 dials per day.