Remote Medicare Insurance Agent
CurrentObtained a health insurance license to provide Medicare solutions for baby boomers.Guided clients through the Medicare enrollment process, recommending personalized plans tailored to their healthcare needs.Worked independently in a remote environment, managing client relationships via phone and virtual tools.Leveraged CRM systems to track and manage leads, ensuring timely follow-ups and a seamless client experience.Utilized Microsoft Office tools (Excel, Word, and Teams) to… Show more Obtained a health insurance license to provide Medicare solutions for baby boomers.Guided clients through the Medicare enrollment process, recommending personalized plans tailored to their healthcare needs.Worked independently in a remote environment, managing client relationships via phone and virtual tools.Leveraged CRM systems to track and manage leads, ensuring timely follow-ups and a seamless client experience.Utilized Microsoft Office tools (Excel, Word, and Teams) to organize data, manage customer information, and collaborate with team members.Achieved monthly sales targets, ensuring clients received optimal insurance coverage and peace of mind. Show less