Rob Lourenço Email & Phone Number

West Palm Beach, Fl, Us

Minneapolis, Mn, Us

Deft Research is the healthcare industry’s trusted source for relevant market and consumer information. We are committed to helping our clients identify opportunities for innovation and better service and communicate with their members. Our research and guidance supports the nation’s top healthcare brands in making more confident business plans and decisions. We offer both innovative custom solutions and industry leading syndicated services.

Boston, Ma, Us

• Head of Sales for Fidelity Medicare Services.• Responsible for strategy and direction of the Sales, Service and Business development channels.• 116% customer sales growth vs. target in 2020.

Philadelphia, Pa, Us

• Oversight for the Field and Telesales channels.• Responsible for the development and execution of go-to-market sales strategies in the Philadelphia 5 county service area. • Accountable to new sales and member retention targets.

Canton, Massachusetts, Us

• Responsibilities include hiring, training, goal setting, strategy and execution of all Inside Medicare Sales activities.• Total of 11 direct and indirect reports: Sales Representatives, Sales Supervisor, Quality Monitoring Specialist and Sales Project Manager.• Met or exceeded quota every year.• In 2013, successfully expanded the Sales Team to help drive 82% of our enrollments during a large Medical Group conversion. Built a team of 55 sales reps, screeners and supervisors and brought in over 13K sales during the enrollment period.• In 2014, led a complete restructuring of our compensation system. Workflows and business rules were revised and conversion rate increased 6% year-over-year.• In 2015, built a comprehensive quality monitoring program for improved sales agent oversight.• In 2016, revamped and standardized the sales script. Brought more uniformity to the customer experience and improved sales results.• Top Sales Manager Award – 2014

Santa Clara, California, Us

• Responsibilities included sales agent oversight, coaching, call monitoring and managing sales allegations.• Supervised a team of 15 to 22 representatives.• Created and delivered a coaching program that increased our conversion rate and improved sales by 25–30%.• Helped write and establish uniform Lead ownership rules across the multiple call centers.• Helped establish a “Medicare Age-in” process to generate additional sales by transitioning customers leaving our other health insurance products.