Licensed Health Insurance Sales Agent

HOPE WATKINS

Licensed Health Insurance Sales Agent

*** *********** *****, *********, ** 45322

Phone: 513-***-****

Email: ************@*****.***

EDUCATION

Everest College Jan. 2012

Medical Laboratory Technology Course

CDAC College Aug. 1991 - June 1994

(College D’Administration et Commerce)

Bachelors Degree in Business Administration

PROFESSIONAL EXPERIENCE

Trans West Inc. June 2016 – Mar. 2017

Office Manager / Sales Support

Facilitated deal closings and supported multi-region business development opportunities o Provided support to complete sales transactions

o Implemented and maintained enterprise CRM system – Finance Edge o Managed general office accounts and processed payments to various maintenance trades o Maintained the upkeep of the office by providing cleaning and sanitation of the facilities HealthSpan, Inc. aka Mercy Health Mar. 2013 – June 2016 Health Insurance Sales Department

Maintain and build broker / agent relationships

o Broker order processing (supplies, enrollment kits) o Lead Coordinator for Local & Statewide Broker Rollout Sessions (Broker Benefit Fair) & Webinars o Conducted several trainings and on-site meetings with Agents & Brokers to ensure their satisfaction with our company and our collaborative efforts to their success

Account Management (Individual / Small Group / Medicare) o Assisted with generating sales for Individuals and Small Groups o Medicare, Individual (under 65) and Small Group new sales, request for pricing (RFP) & quotes o Lead tracking using SalesForce CCM

o Provided Outreach to FEHB account (Federal Employee Health Benefit) – Federal Government, (USPS, CDC, Wright Patterson Air Force Base & The Federal Building – Cincinnati, OH) o Retained Individual memberships during conflicts using strong analytical and strategic thinking o Implementation support, tracking of checks, acceptance of payments & documentation – Account Receivables

& Payables

Executive Assistant to the Director of Insurance Sales & Medicare o Organizer for Broker and Agent conferences (Broker Roll Out Sessions & Broker Fairs, Fundraisers) o Licensing and Appointment Representative & verification of Licenses o Representative – Broker Support and Customer Relations Statewide o Budgetary responsibilities using Concur

o Data analysis reports and pipelines using SalesForce (CCM) and My1HR (CRM) o Rate testing (inexcloud.com) and tracking of sales support metrics – reporting productivity of the sales team

Accomplishments:

o Consistently met and exceeded sales objectives and goals o Presented at Enrollment meetings held in various Communities and in local Hospitals including the WE

(Women Excel) Conference

o FWA (Fraud, Waste and Abuse) Practices

HOPE WATKINS

410 Whisperwood Drive, Englewood, OH 45322

Phone: 513-***-****

Email: ************@*****.***

Full-Time Student Sept. 2011 – Jan. 2012

DCR / Phoenix Group of Companies, Ottawa, Canada Feb. 2007 – Feb. 2010 Administrative Coordinator, Construction Department

Provided administrative support to several Department Managers, including but not limited to the Vice President of Operations, Director of Sales & Marketing & Construction Manager and Site Foremen

Served as liaison between Construction Department and field staff, including trades and suppliers

Responsible for ordering and tracking of construction materials, compose and distribute correspondence; maintenance of data base for construction materials, architectural renderings and pricing Dr. Patrick Murphy

Otolaryngologist & Cosmetic Procedures, Ottawa, Canada Jan. 2004 – Feb. 2007 Medical Secretary

Compiled patient information, prepared charts and scheduled appointments

Coordinated clinical visits, provided necessary patient documents, prepared and sterilized medical instruments

Collected payments for cosmetic procedures, assisted with medical inquiries concerning elective surgeries Stay at home Mother July 2003 – Jan. 2004

Care Medics Hunt Club, Ottawa, Canada Mar. 1997 – July 2003 Medical Secretary / Physician’s Assistant

Handled medical records and personal charts, ordered medical materials through drug representatives as needed

Scheduled specialists referrals, traced missing results, collected specimens and attached requisitions to files

Assisted with minor surgical procedures and equipment sterilization

Office Manager - Trained and managed new employees, accounts receivables Ottawa Hospital Civic and Riverside Campus, Ottawa, Canada May 1994 – Mar. 1997 Patient Information Representative / Admitting Services Clerk

Confirmed appointments, admitted patients and collected payments from the uninsured

Worked in the Labor and Delivery Unit as a Medical Assistant where I assisted Doctors and Nurses as well as patients

Coordinated patient room transfers onto each respective medical floor

Worked with dispatch and paramedics during medical emergencies & ordered medical materials Core Professional Strengths

Strong Interpersonal and Organizational skills, Exceptional ability to multi-task

Proficient in administrative software tools Powerpoint, Excel, MS Word, Outlook, My1HR, Concur, Sales Force

Budget and Expense Management

Decisive Problem Solver and Analytical Thinker

Presentation / Public Speaking

Retention and Conflict Resolution

Training and Development

COMMUNITY ACHIEVEMENTS

Held titles as: Director as well as Vice President of the Social Committee for the Youth Department Council (Ottawa, Ontario Canada) Cornerstone House of Refuge Apostolic Church Public Speaker at various conferences and conventions held throughout Canada and the United States Christian Community

(Chorac & the COJC) Organizations and Open Enrollment functions.

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