• Remote, At Home, inbound call-center environment for TTEC client, Kaiser Permanente Healthcare. • Provide coverage information to various Large and Small Employer Plan Members/Prospects• Answer questions regarding benefit plans and recommend a plan which meets Members/Prospects needs.• Search and guide Members/prospects on how to obtain doctors, Prescription prices and other medical or ancillary services • Guide Member/prospect on Enrollment Process. • Document Interaction on Salesforce • Meet or excel all Departmental Quality Assessment Requirements• Special Projects as needed

Licensed Health and Life Insurance Agent offering Individual health, Medicare Supplements and other Senior Insurance.I know it’s hard to know whom you can trust. I've been in the insurance industry over 23 years. I'm expert at providing the right Medicare Supplement quote/rate to meet your needs and budget. If you are looking for something else such as a Medicare Advantage Plan(HMO or PPO) or Medicare Drug plan I can also help you. Please call and allow me to earn your trust!Because I am an Independent Insurance agency I can be impartial about the company I recommend and I will only recommend the company which meets YOUR specific needs. If you are interested in some other health/Life product such as dental or life insurance I can help you with that as well. Please do not hesitate to call! My personal commitment to my customers is “To provide the education they will need to make an informed decision and to treat each and everyone with respect and empathy!” I hope to hear from you soon.Thank you for your consideration!

LICENSED INSURANCE AGENT• Specializing in sale of Medicare Supplements and other life & health insurance products geared towards the senior market. AHIP Certified.• Lead in the sale of Marketplace or healthcare.gov medical insurance plans as a result of in depth knowledge of industry and governmental guidelines associated with the Affordable Care Act. • Assist consumers in applying for qualified health plans and insurance affordability programs including premium tax credits and cost-sharing reductions. Play a crucial role in educating consumers about the Health Insurance Marketplaces, both during annual open enrollment and throughout the year.• Utilizing and keeping of abreast of new technologies available which can leverage increased sales and organizational efficiency.• Licensed Insurance Agent in Texas, Oklahoma and Louisiana. DIGITAL MARKETING• Execute and Manage SEO, Social Media and PPC strategies for IHS Insurance.• Directed the design of the insurance Agency’s website to exceed current SEO standards. • Responsible for the maintenance of the site including any updates as SEO trends change. As a result increased traffic to the website by 67% within a 3 month period.• Create Monthly Newsletter for Insurance Agency. Also responsible for the development and performance of Social Media. Develop a social media strategy including but not limited to Facebook, Twitter and similar technologies. • Develop original content for the blog on a weekly basis guided by my editorial calendar and current trends. http://www.medicaresupplementmentors.com/msmblog/• Experienced in Google Analytics, Google Webmaster Tools, HTML and Joomla which I utilized to increase percentage of visitors to website along with increased conversions• Manage SEM or paid marketing campaign being implemented by a third party vendor. Coordinating with vendor on assets and other deliverables necessary for the campaign.

• Partners with independent agents to drive new business while improving retention and profitability.• Develops a territory/state marketing plan designed to drive the highest possible increase in net sales and conducts regular reviews with agents to monitor any variances. Develops plans to improve negative variances• Trains and inspires individual producers and CSRs on the suite of products and systems required to quote and sell policies. Provides continuing education to assigned agents regarding company products, programs, product line news / issues, eligibility guidelines, risk and pricing philosophy.• Sets agency appointments/visits and complete weekly call reports • Maintains current working knowledge of all new product offerings in territory or• Appoint new agencies within assigned territory.• Is comfortable having difficult conversation with non-producing agents. Keeps all agent records, files, and requirements for assigned territory or state, including current and terminated agents.• Acts as liaison between carrier and the agent when customer service issues arise.• May prepare reports to analyze and develop existing business profile / mix and the quality and quantity of new business.• Responsible for achieving premium development and retention / persistency goals.• May assist with coordinating / transferring books of business and ongoing contract management.• Maintains familiarity with competitors and market conditions. May be required to gather, analyze and maintain competitive information. • Attends industry and association events.• Performs other duties as assigned.

• Increase sales and productivity by visiting established non-standard auto agents, • Locating and appointing new prospective non-standard auto agencies. Evaluating each agency’s business and market share. • Researching and analyzing competitive placement of company within the region.• Developing marketing initiatives and strategic plans for market penetration.• Attending marketing events and home office meetings; • Creates reports to promote marketing/sales goals such as reports on all agency visits and employs a method of disciplined follow-up and organizational skills

Travel to agency sites for installation of application products. Deliver, install and test systems; interface with agency and company technical staff for troubleshooting and performance assessments. Train end users on live systems, providing on-the-job support and Q&A. Compile thorough reports for management, development and Joint Enterprise Team on installation events and training outcomes

Educated clients on workers compensation and company services through 40 seminars and 400 site visits per year. The information provided helped them decrease their costs and encouraged customer retention. Identified and corrected actions being taken by a $100,000 account regarding filing workers’ compensation claims. Service and information provided prevented policy cancellation and avoidance of state fines. Resulted in client shifting an additional business to the Fund.