Medicare Sales Agent Resume
Summary : As a Medicare Sales Agent, Enrolled eligible individuals in the Company's products, Accurately and thoroughly completed and submitted required enrollment documentation, consistent with Medicare requirements, and Assisted the prospect in the completion of the enrollment application.
Skills : Series 6 And 63 Licensed, Health Licensed.
Description :
- Conducted telephonic enrollment with a quota of 4 Medicare Advantage application enrollments per day.
- Interviewed prospective beneficiaries to obtain data about financial resources and needs, the physical condition of the person to be insured, and to.
- Developed and maintained clients through warm and cold calling, product presentations, extensive travel to business development events, and home.
- Presented more than 2 Medicare-related hospital stays, doctor visits, and prescription drug insurance products to more than 150 individuals and groups.
- Exceeded monthly sales goals by 75% through outreach to community leaders and churches, and offices.
- Leveraged Spanish language skills to increase customers by more than 50%, providing more than $62K in new revenues.
- Presented more than 10 Medicare-related hospital stays, doctor visits, and prescription drug insurance products to more than 100 individuals and groups.
Experience
10+ Years
Level
Senior
Education
High School Diploma
Medicare Sales Agent Resume
Summary : As a Medicare Sales Agent, Answered incoming phone calls from prospective members, identify the type of assistance and information the customer needs with the goal to convert the caller to a qualified lead and sale, Followed up with members on questions, and review current or new products and services.
Skills : Communication And Interpersonal Skills.
Description :
- Developed and maintained clients through warm and cold calling, product presentations, extensive travel to business development events, and home.
- Provided input to sales leaders about opportunities to improve products/services, provider networks, member service, telesales, retention and marketing programs and messages, business policies and procedures, and sales tools (technology, training, materials).
- Periodically participated in process improvement teams and provide ad hoc feedback as requested.
- Used existing partnerships with medical offices and community leaders to develop self-generated leads, referrals & opportunities for building a pipeline.
- Conducted one-on-one and group presentations/community meetings with Medicare Advantage prospects.
- Tracked and reported enrollment support activities and outcomes, Built and fostered relationships with provider partners and their office staff members.
- Cultivated and maintained collaborative relationships with contracted providers and primary care site partners.
Experience
7-10 Years
Level
Management
Education
High School Diploma
Medicare Sales Agent Resume
Summary : As a Medicare Sales Agent, Demonstrated knowledge of the product portfolio by addressing the needs of members, explaining the differences between products, and assisting in the selection of products to best meet their needs.
Skills : Sales And Marketing Skills.
Description :
- Performed all enrollment-related activities; such as identifying potential prospects, screening leads to ensure eligibility requirements, setting appointments, explaining the program, completing enrollment applications, and submitting enrollments to CCA.
- Developed a resource map of assigned territory, such as community-based organizations, elder service agencies, elderly and disabled housing, food pantries, and churches.
- Cultivated relationships with them and identified potential collaboration efforts.
- Planned and implemented territory monthly action plans and consistently meet and or exceeded enrollment and outreach targets.
- Attended and assisted with the planning of educational, outreach, and other health-related events.
- Coordinated and interacted with various roles within CCA, and its primary care partners to ensure customer requests, questions, and issues are handled appropriately and in a timely manner.
- Assured compliance and adherence with Medicare & Medicaid enrollment and marketing policies and procedures.
Experience
7-10 Years
Level
Management
Education
High School Diploma
Medicare Sales Agent Resume
Summary : As a Medicare Sales Agent, I Assisted in the completion of the enrollment application over the phone, staying consistent with product requirements and enrollment guidelines, and Met and maintained requirements for agent licensure, appointments, and annual product certification.
Skills : Knowledge Of Medicare Plans, Benefits.
Description :
- Offered recommendations and suggestions for improvements in office, enrollments, marketing practices, enhanced service delivery, and customer satisfaction.
- Called prospective as well as existing clients to review Medicare health insurance plans.
- Represented leading insurance carriers with strong financial stability and Provided clients with the best solution based on immediate needs and budgetary concerns.
- Created an easy and enjoyable experience for all clients, Provided information to customers about their Medicare plans and coverage options.
- Reviewed applications to determine if applicants are eligible for coverage.
- Sold Medicare supplement insurance policies, which are designed to cover the costs of healthcare not covered by Part A or Part B of Medicare.
- Explained the benefits of Medicare Advantage plans, which allow subscribers to receive all their healthcare services through one company.
Experience
7-10 Years
Level
Management
Education
High School Diploma
Medicare Sales Agent Resume
Headline : As a Medicare Sales Agent, Navigated multiple computer systems to document member information while maintaining active listening and engagement with members, Met the goals established for the position in the areas of performance, attendance, and consumer experience.
Skills : Regulations; Organizational Skills.
Description :
- Explained how Medicare works in conjunction with private insurance policies for those who are not yet eligible for Medicare.
- Provided information about eligibility requirements for government programs such as Medicaid or the Children’s Health Insurance Program (CHIP).
- Helped patients choose a Medicare plan that meets their medical needs and budget.
- Explained Medicare Advantage plan coverage, including drug coverage and supplemental benefits such as dental and vision care.
- Advised customers about available discounts on prescription drugs and helped them enroll in prescription drug coverage plans.
- Achieved and exceeded monthly sales targets by developing new business opportunities with Medicare beneficiaries.
- Educated potential clients on the features and benefits of various Medicare plans, including prescription drug coverage, supplemental insurance, and long-term care options.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Medicare Sales Agent Resume
Objective : As a Medicare Sales Agent, Ensured Medicare beneficiaries accurately understand the product choices available to them, the enrollment process (eligibility requirements, Medicare review/approval of their enrollment application, the timing of ID card receipt), and the service contacts and process.
Skills : Customer Service, Customer Service Sales.
Description :
- Built and maintained strong relationships with clients, providing excellent customer service throughout the sales process.
- Developed a deep understanding of the Medicare market, including demographics, trends, and key players.
- Generated leads through networking, cold-calling, and other methods.
- Conducted initial needs assessments with potential clients to determine which products best fit their needs.
- Prepared and delivered presentations to groups of potential clients.
- Negotiated pricing and covered terms with clients, Processed applications and enrollments for new clients
- Provided ongoing support and service to existing clients, Maintained accurate records of all sales activities in the company CRM system.
Experience
2-5 Years
Level
Executive
Education
High School Diploma
Medicare Sales Agent Resume
Objective : As a Medicare Sales Agent, Developed sales strategies to procure a sufficient number of referrals and other self-generated leads to meet sales targets, Used web-based tools and sales systems to analyze prospective customer needs and match them to appropriate company products and services.
Skills : Planning, Sales.
Description :
- Stayed up-to-date on industry news, changes in Medicare regulations, and new product offerings.
- Trained and managed a large team of Medicare Insurance Agents Inspire and lead your teams to exceed ambitious sales and growth targets.
- Became an expert on our CRM and train others to be able to navigate the platform efficiently.
- Partnered closely with leadership to develop and tracked metrics on a regular and rigorous cadence.
- Designed and developed performance management processes in collaboration with vendor management - drive performance through this system/approach.
- Worked with engineering and IT to improve any technical issues impacting your teams.
- Constantly brought feedback to internal development teams to improve the platform and improve the agent experience.
Experience
2-5 Years
Level
Executive
Education
High School Diploma
Medicare Sales Agent Resume
Objective : As a Medicare Sales Agent, Conducted plan comparison and analysis for new or existing members seeking new solutions, Generated at least 85% of your own leads from referrals; local-tactical research, and prospecting.
Skills : Researching, Planning.
Description :
- Worked with a team of talented people who enjoy solving tough problems and improving the healthcare industry, supporting both personal and professional growth.
- Achieved sales goals and meet performance targets such as call handle time, cancellation rate, and quality scores.
- Attended team meetings, and training sessions, and actively participate in team huddles.
- Displayed a willingness to learn, be resourceful, and be intuitive, Assessed individual healthcare needs, educate them on suitable healthcare plans, and enroll clients accordingly.
- Employed a consultative approach to create comprehensive policies that meet the client's needs.
- Ensured compliance and training requirements are met before enrolling clients inappropriate products.
- Maintained a positive attitude, express empathy, and convey enthusiasm while selling.
Experience
2-5 Years
Level
Executive
Education
High School Diploma
Medicare Sales Agent Resume
Objective : As a Medicare Sales Agent, Scheduled individual meetings & group presentations from assigned/self-generated leads, Maintained up-to-date clear information about assigned and self-generated leads, and Achieved/exceeded monthly sales targets.
Skills : Sales Agent, Planning.
Description :
- Followed all health insurance regulations set by CMS, state, or other entities.
- Maintained and kept current all licenses and continuing education requirements.
- Executed sales and outreach strategy to maximize membership growth, including meeting Medicare enrollment goals as well as individual sales and performance goals.
- Ensured timely follow-up on questions, issues, and concerns from beneficiaries, members, providers, and community partners.
- Organized and conducted sales presentations in the community and assist eligible beneficiaries to enroll, including conducting a needs assessment to best explain product offerings.
- Made outbound calls to follow up and close business; received and managed inbound enrollment calls.
- Managed and executed outreach plans to providers and community-based organizations to support the achievement of Medicare enrollment objectives.
Experience
2-5 Years
Level
Executive
Education
High School Diploma
Medicare Sales Agent Resume
Objective : As a Medicare Sales Agent, I Customized sales presentations to communicate product features, benefits, and differences, Complied with CMS regulations and guidelines, and marketing, and enrollment requirements.
Skills : Marketing, Coaching.
Description :
- Assisted Medicare-eligible individuals to select the appropriate Medicare health insurance plan.
- Presented potential solutions using our world-class suite of insurance products.
- Abided by the procedures, rules, and requirements of Assurance, regulatory bodies, and the state.
- Participated in coaching sessions with SM and execute necessary comms/behavior changes.
- Called prospective as well as existing clients to review Medicare health insurance plans.
- Represented leading insurance carriers with strong financial stability, Provided clients with the best solution based on immediate needs and budgetary concerns.
- Created an easy and enjoyable experience for all clients.
Experience
2-5 Years
Level
Executive
Education
High School Diploma
