Fred Rivera Email & Phone Number

Florida, United States

Miami-Fort Lauderdale Area

Responsible for planning and developing strategies to align with corporate initiatives for Medicare products ensuring that operational plans were aligned with business objectives and meet profit and call quality objectives. Execute highly innovative, scalable best-in-class support to ensure success. Hire, train, and lead a team of 7 sales managers with 1200 sales producers.Key Management/Performance Metrics══════════════════════════════════>Planned, developed, led, and… Show more Responsible for planning and developing strategies to align with corporate initiatives for Medicare products ensuring that operational plans were aligned with business objectives and meet profit and call quality objectives. Execute highly innovative, scalable best-in-class support to ensure success. Hire, train, and lead a team of 7 sales managers with 1200 sales producers.Key Management/Performance Metrics══════════════════════════════════>Planned, developed, led, and administered launches of new initiatives and sales programs to drive the overall performance of the organization including: service levels, workforce adherence, team productivity, compliance & customer satisfaction.>Partnered effectively with Sales Leaders to achieve OKRs (Objectives and Key Results). And align OKRs with business objectives.>Managed internal support tools to track and drive agent engagement, conversion, headcount, work hours by developing and testing initiatives to improve overall agent performance.>Collaborated extensively with each business segment, to implement strategic initiatives, key customer-focused programs, and delivery of marketing programs executed to scale to ensure consistent Brand messaging.>Managed short/medium/long term capacity planning for large multi-skilled teams; working with key business stakeholders to define headcount needs, staffing plans and manage resourcing to execute against sales targets and achieve business objectives.Select Accomplishments ═════════════════════>Created multi-year strategic roadmaps that focused on a consistent agent and client experience while driving cross-channel demand with a focus on revenue growth and cost reduction opportunities.>Developed and rolled out Nesting Program that became the gold standard for all LOI (lines of insures) which produced over 86k sales YTD. Show less

Miramar, Florida, United States

Selected to lead the startup and roll out of the Agent Performance & Engagement Department with 700 1099 agents. Areas of accountability encompass call center operations, sales, service, quality scores, training and development programs, KPIs, agent onboarding/training/engagement, productivity, strategic planning, call management, performance improvement, escalations and project management.Key Management Initiatives ════════════════════════>Provided leadership and managed… Show more Selected to lead the startup and roll out of the Agent Performance & Engagement Department with 700 1099 agents. Areas of accountability encompass call center operations, sales, service, quality scores, training and development programs, KPIs, agent onboarding/training/engagement, productivity, strategic planning, call management, performance improvement, escalations and project management.Key Management Initiatives ════════════════════════>Provided leadership and managed performance to achieve a range of sales, service and operational business goals, while ensuring the highest levels of quality and customer service to effectively retain business.>Set and defined agent expectations, conduct hot laps, and accountability sessions to ensure performance and efficiency goals are met. >Regularly pulled reports from Salesforce, Looker (or similar BI tools) and monitored stages of the prospective agents to better determine where to focus efforts.>Maintained communications with existing carrier relationships, to identify opportunities to drive efficiencies and grow the business. Training & Development ═════════════════════>Created an effective Agent Training Series to ensure strategic alignment and appropriate integration of tactics into all training programs resulting in improved performance the first week after session was completed.>Developed and conducted agent Medicare overview/training sessions to provide support and increase areas of knowledge to On-Demand agents improving the agent and consumer experience with Assurance.Onboarding & Engagement════════════════════════>Managed the day-to-day activities associated with the onboarding of new independent agents. >Effectively managed and inspired a team to excel at agent support, performance and conversion improvements, run experiments to find initiatives to motivate agents, and work with internal stakeholders to improve the Assurance agent experience. Show less

Miramar, Fl, United States

Responsible for seeing new agents through from onboarding to success on the Assurance platform. > Acted as an ambassador, relationship manager, primary point of contact, and Medicare expert for Independent Medicare Agents. > Nurtured, built, and cultivated agent partnerships. Met with individual agents to share the Assurance value proposition.> Helped maintain and update documentation for the onboarding process.> Supported agents with weekly and/or daily calls… Show more Responsible for seeing new agents through from onboarding to success on the Assurance platform. > Acted as an ambassador, relationship manager, primary point of contact, and Medicare expert for Independent Medicare Agents. > Nurtured, built, and cultivated agent partnerships. Met with individual agents to share the Assurance value proposition.> Helped maintain and update documentation for the onboarding process.> Supported agents with weekly and/or daily calls. Regularly provided community messaging to help morale, keep agents up to date, and provide general agent support. Reviewed any KPI’s or questions from agents on their performance and how to improve.> Offered over-the-phone training or coaching to agents as needed. Directed agents to training and technical support on all related systems and applications where needed. Show less

Fort Lauderdale, Florida

Serve as the primary contact providing the role of a trusted advisor, consultant and market industry expert responsible managing a book of business in FL to achieve renewals & retention, customer satisfaction, revenue, membership, and earnings objectives. Promote the full portfolio of Medicare products and deliver strong follow through on outstanding issues to the point of resolution. > Collaborate with Medicare sales team to execute tactical components of the account team’s business… Show more Serve as the primary contact providing the role of a trusted advisor, consultant and market industry expert responsible managing a book of business in FL to achieve renewals & retention, customer satisfaction, revenue, membership, and earnings objectives. Promote the full portfolio of Medicare products and deliver strong follow through on outstanding issues to the point of resolution. > Collaborate with Medicare sales team to execute tactical components of the account team’s business plan for each customer.> Manage and train sub-distributors to up-sell products and retain our members to ensure renewal goals.> Research emerging industry trends, new applications, concepts and techniques to offer creative product and service solutions to address members evolving needs.> Managed complex account issue and present resolutions that best fit the need of each of our members.> Strategize and plan member events to professionally present benefit and plan changes at member meetings throughout the year.Select Accomplishments═════════════════════> Successfully performed 83 events all over the state of Florida coordinating them from scratch and strategically choosing locations with the highest concentration of current members to maximize earnings.> Outperformed member retention goals and surpassed client engagement and satisfaction goals, every month. Show less

Miramar, Fl

Proactively recruited to manage all marketing efforts for a new DSNP product for the company. Emphasis on utilizing innovative strategies and programs to ensure access to health care coverage for the underserved through community. Accountabilities encompass securing venues, creating marketing materials to promote events, integrated marketing plans, direct mail, press releases, brand management, marketing communications, promotional items, vendor relations, digital marketing, and… Show more Proactively recruited to manage all marketing efforts for a new DSNP product for the company. Emphasis on utilizing innovative strategies and programs to ensure access to health care coverage for the underserved through community. Accountabilities encompass securing venues, creating marketing materials to promote events, integrated marketing plans, direct mail, press releases, brand management, marketing communications, promotional items, vendor relations, digital marketing, and budgets.> Exceeded membership growth, retention, and enrollment expectations within the South Florida region. > Established new relationships and maintained existing ones within the medical community (e.g. retirement homes, long-term care facilities, skilled nursing facilities, etc.) to create venues for new events. > Created educational and sales events within the targeted population including health expos, conferences and informative meetings. Coordinated presenters and assisted with travel arrangements.> Managed conference activities on-site to ensure seamless execution and make real-time changes or adjustments, as needed. Performed post-event evaluations and identified enhancements for future events.> Serve as an integral player of the Client Management Team providing leadership, training and mentoring to ensure success. Select Accomplishments═════════════════════> Successfully created a book of business of over 200 locations.> Managed 60 events per month and produced and average of 7 sales and leads per event, while staying under budget for each event.> Part of the national sales team for community and state, consistently exceeding individual sales goals of 30 per month. Show less

Miramar Fl

Marketed and promoted health insurance plans to clients in the competitive South Florida region.> Ensured compliance with CMS guidelines, as well as Medicare and Medicaid regulations. > Served as the leader for the company’s Leadership Professionals Committee including marketing of the program to employees, coordinating special events and driving membership.> Developed and executed marketing campaign which resulted in new business, deliver renewals, cross-sales, and… Show more Marketed and promoted health insurance plans to clients in the competitive South Florida region.> Ensured compliance with CMS guidelines, as well as Medicare and Medicaid regulations. > Served as the leader for the company’s Leadership Professionals Committee including marketing of the program to employees, coordinating special events and driving membership.> Developed and executed marketing campaign which resulted in new business, deliver renewals, cross-sales, and up-sales.> Top sales for individual sales for a wide array of products within the company.Select Accomplishments═════════════════════> 2nd Place measured against 400 agents for sales of individual dental and vision products averaging 10 products per day with a closing rate of 80%.> Top ranked in cold calling campaigns for sales with a closure rate of 40% exceeding expectations for daily sales.> Leader in young professional committee. Show less

Sunrise, Fl

Assisted with the overall operation of this high-volume pharmacy. Performed duties under the supervision of a Registered Pharmacist including taking new orders, dispensing filled prescriptions to customers.> Prepared and processed medical insurance claim forms and records.> Established and maintained patient profiles, including lists of medications taken.> Assisted customers by answering basic questions, locating items and referring them to the pharmacist for medication… Show more Assisted with the overall operation of this high-volume pharmacy. Performed duties under the supervision of a Registered Pharmacist including taking new orders, dispensing filled prescriptions to customers.> Prepared and processed medical insurance claim forms and records.> Established and maintained patient profiles, including lists of medications taken.> Assisted customers by answering basic questions, locating items and referring them to the pharmacist for medication information.> Adhered to the highest standards of quality assurance and compliance to all state and federal guidelines. Show less