Since 1973, the Berson-Sokol Agency has been a leading insurance brokerage, committed to excellence in two areas: exceptional service to our agents and quality products to their clients. Our streamlined approach has proven successful year after year, prioritizing responsive follow-through and attractive insurance products for individuals, families, and companies. Our goal is to be the central resource for our agents, driving us all towards our fullest potential. At Berson-Sokol, "Our Business Is Helping Your Business!"Responsibilities:• Providing industry-leading training through various channels• Expanding advisor and agent businesses, identifying new market opportunities• Collaborating with senior leadership to drive growth strategies• Offering unparalleled support in case design, carrier/product selection, and underwriting• Leveraging cutting-edge technology for 24/7 support• Assisting agents in growing their book of business and market presence• Engaging with 40+ carriers for vital underwriting relationships across multiple states

Devoted Health is a new healthcare company dedicated to improving the health and well-being of seniors. Our mission is to care for each person like family, providing personal guides to navigate the healthcare system, simplifying the experience with world-class technology, and partnering with top providers for better outcomes.Responsibilities• Drove the success, engagement, and production of independent brokers.• Collaborated closely with Sales Operations and Sales Management, ensuring that the brokers clearly understood Devoted Health's mission and our strategic growth plans. • Supported business development initiatives by identifying and capitalizing on opportunities that advanced our mission and market position. • Fostered ongoing relationships with brokers. Modeled professional communication skills and strategies.

• Collaborated with community-based organizations, local agencies, and support networks to establish credibility and visibility for Devoted Health. • Developed and executed strategies to effectively serve Medicare beneficiaries, enhancing the company's reputation. • Cultivated relationships with key health insurance brokerage agencies, expanding the reach of Devoted Health to individuals on Medicare.

Founded in 2012, Oak Street Health is a network of primary care centers for adults on Medicare. With a mission of rebuilding healthcare, the Company operates an innovative model focused on quality of care over volume of services and assumes full financial risk. Oak Street Health operates 130+ centers across 20 states and is the only primary care provider endorsed by AARP. Visit oakstreethealth.com to learn more.Patient Relations Manager | Northeast Ohio Region • Supported eligibility and insurance verification process for 4 primary care clinics • Nurtured relationships with key health insurance brokers and outreach directors • Enhanced patient experience and promoted Oak Street Health as the primary care provider of choice

I cultivated grassroots relationships with collaborative neighborhood groups, senior centers, faith-based organizations, and healthcare institutions to promote value-based care management concepts, coach healthy behavior, and wellness lifestyle habits to improve health outcomes and the member experience within under-served communities with high chronic health conditions. Supported the sales efforts during the Annual Enrollment Period (AEP) to enhance visibility and attendance at benefit educational meetings.

• Proficient in Medicare Part D knowledge, including insurance structures, eligibility criteria, enrollment procedures, and cost-sharing regulations.• Experienced in overseeing operations in a healthcare setting, ensuring efficient enrollment processes and compliance with regulations.• Skilled in effectively communicating complex insurance concepts to beneficiaries, healthcare providers, and stakeholders, while advocating for patients' interests in the Medicare Part D enrollment process.

Develop and implemented Sales and Account Management strategies for Group Medicare Advantage Plans sold in the Employer Retiree market. Responsible for managing sales pipeline, related to proposal development for Small Group (2 - 19) Working Aged prospects. Managed large group RFP development working with internal partners and external consultants across 19 counties in Northeast Ohio.