Licensed in 43 states to reach more clients across the United States. Enrolled over 300+ Medicare beneficiaries during 2023 AEP with a 0% rapid disenrollment rateGathered Pharmaceutical medications from clients to determine which health plans would cover their MedicationsFamiliar with multiple types of medications including 5+ Cholesterol medications, 3 + blood thinners, and 6+ high- blood pressure medications. Developed extensive knowledge of Medicare, Pharmaceuticals, health insurance regulations. guidelines, and to ensure compliance with Federal and State laws

Helping individuals qualify for health insurance/Medicare benefits

Worked closely with stakeholders from different departments to define scaling requirements.Managed partnerships with small businesses, and worked with CPAs to gain referrals and newclientsEducated business owners by providing tech demos, to illustrate how our product could help improve productivity, employee's morale, and decrease costs/liabilities for their companies.Identified opportunities for improving the scalability of existing systems and processes.Researched industry best practices related to scaling techniques and technologies.Discovered at least 2-3 new opportunities a day

Built positive relationships with customers through consistent follow-up communications.Trained new agents on company policies, procedures, systems and processes.Metrics are as follows: Outbound calls: 200/ day, appointments: 3-5 a day, Referrals: 3-4 a day, Sales: 3-4 a day. Maintained a business retention rate of 95% and higher during employment. Scheduled/closed appointments with clients via zoom, FaceTime, or Phone call. Met or exceeded performance metrics, including call handling time, sales targets, and customersatisfaction scores.Developed and implemented marketing strategies to increase life insurance sales.

Traveled up to 10-13 houses a day, 4 cities across the state of OH, and 3 cities in PA.Maintained up-to-date knowledge of state regulations about insurance products. Worked 7 days a week, working 13-hour days. Provided detailed reports of sales activities to management team on a regular basis. Metrics are as follows: Outbound calls: 100/ day, appointments: 3-5, Referrals: 2, Sales: 2-3