Rob Lourenço

Rob Lourenço Email and Phone Number

Vice President of Client Services @ Deft Research
West Palm Beach, FL, US
Rob Lourenço's Location
West Palm Beach, Florida, United States, United States
Rob Lourenço's Contact Details
About Rob Lourenço

Currently: Market research executive at Deft ResearchPreviously: Progressive leadership experience at eHealth, Tufts Health Plan, Independence Blue Cross and Fidelity Investments. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~About Deft: Our industry leading research has helped inform 48 of the nation’s top 50 Medicare Advantage carriers, and 15 of the top 20 Medicare Supplement carriers. Our studies are the leading source for insights into the attitudes, opinions, and behaviors of key decision-maker populations — including consumers, agents and brokers, and plan stakeholders.

Rob Lourenço's Current Company Details
Deft Research

Deft Research

View
Vice President of Client Services
West Palm Beach, FL, US
Website:
deftresearch.com
Employees:
23
Rob Lourenço Work Experience Details
  • Deft Research
    Vice President Of Client Services
    Deft Research
    West Palm Beach, Fl, Us
  • Project Birth
    Board Member
    Project Birth Aug 2023 - Present
  • Deft Research
    Vice President Of Client Services
    Deft Research Jul 2022 - Present
    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.
  • Fidelity Investments
    Vice President Of Sales, Fidelity Medicare Services
    Fidelity Investments May 2020 - Jun 2022
    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.
  • Independence Blue Cross
    Director Of Medicare Field And Telesales
    Independence Blue Cross Mar 2019 - May 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.
  • Tufts Health Plan
    Sales Manager - Senior Products
    Tufts Health Plan Jun 2013 - Dec 2018
    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
  • Ehealthinsurance
    Sales Supervisor - Medicare Sales
    Ehealthinsurance Aug 2011 - Jun 2013
    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.

Rob Lourenço Skills

Leadership Sales Health Insurance Call Centers Training Medicare Insurance Sales Process Team Building Management Account Management Process Improvement Employee Benefits Call Center Marketing Sales Operations Sales Management Customer Retention Telemarketing Selling Licensed Life And Health Insurance Agent Inside Sales Recruiting Medicare Regulations Telesales Life Insurance

Rob Lourenço Education Details

  • University Of Massachusetts Lowell
    University Of Massachusetts Lowell
    Liberal Arts

Frequently Asked Questions about Rob Lourenço

What company does Rob Lourenço work for?

Rob Lourenço works for Deft Research

What is Rob Lourenço's role at the current company?

Rob Lourenço's current role is Vice President of Client Services.

What is Rob Lourenço's email address?

Rob Lourenço's email address is lo****@****hoo.com

What is Rob Lourenço's direct phone number?

Rob Lourenço's direct phone number is (800) 890*****

What schools did Rob Lourenço attend?

Rob Lourenço attended University Of Massachusetts Lowell.

What are some of Rob Lourenço's interests?

Rob Lourenço has interest in Children, Education.

What skills is Rob Lourenço known for?

Rob Lourenço has skills like Leadership, Sales, Health Insurance, Call Centers, Training, Medicare, Insurance, Sales Process, Team Building, Management, Account Management, Process Improvement.

Who are Rob Lourenço's colleagues?

Rob Lourenço's colleagues are Robert Iles, Michael Blix, George Dippel, Andrew Anthony, Anisha Chakraborty, Tim Brousseau, Andrew Anthony.

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