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Customer Service Marketing Sales

New York, New York, United States
January 30, 2018

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Sandi Campbell



THE JACOBSON GROUP Customer Service/Insurance Sales Agent 11/2016 - 12/2017

Customer Service, Sales and Education of Emergency Insurance: Accident, Critical Illness Insurance Sales... providing detailed information on Insurance policies; to potential clients, customers & referrals.

Sell individual emergency insurance products directly to consumers. Prospect leads provided by Operations Division... accounts and revenue production through new sales. Self-generated activity, conducting marketing calls; using dept.’s selling techniques; acquiring new business.

EMPIRE BlueCross BlueShield Medicare Insurance Marketing/Sales Agent 03/2009 - Present

-Conduct Marketing/Sales table at various Senior-frequented venues/disabled consumer locations.

-Sell individual health insurance products directly to consumers.

-Prospect accounts and produce revenue through new sales.

-Self-generate lead activity & conduct sales calls.

-Develop strategies, utilizing selling techniques, to acquire new business.

-Provide service to existing accounts; research and coordinate responses to inquiries.

UHC MEDICARE SOLUTIONS Customer Service/Telesales Insurance Agent 03/2008 - 12/2017

Assist customer/member subscribers requesting information regarding Health Plan services and programs.

Address the customer comments, concerns, & questions; fulfilling their needs, resolving issues, ensuring customer satisfaction.

-Organize and achieve effective and efficient coordination across assigned territory.

-Effectively recruit qualified & eligible applicants for potential clients of Medicare Advantage Insurance.

-Communicate performance expectations and goals; evaluate performance results, providing feedback to.

-Facilitate cooperative behavior across the team, other departments (including all sales channels);

e.g. departments, strategic partners, etc. Achieve/Exceed assigned business targets and goals.

-Travel throughout the Metro NY/NJ territory (approximately 70% of the time).

-Execute marketing plans including new/revised strategies; dictated by market changes & sales results.

-Proficient in CMS regulations, state & federal Medicare requirements.

-Attend regular classes/meetings w/Directors to ensure compliance with CMS standards, assuring sales goals.

-Continue to enhance and maintain a solid knowledge of Medicare regulations, the managed care industry,

the competitive environment, pertinent legislation, etc.

BROAD-PATH HEALTHCARE SOLUTIONS Customer/Member Services Agent 08/2012 - 11/2012

Addressed inbound calls inquiries; fulfilling needs of health plan membership concerns and medical providers

Responsible for the timely and accurate informational entries; plus maintenance of member eligibility data


- Individual Member Enrollment; changes, deletions, maintenance.

-Ability to quickly/accurately process large amounts of data

-Strong computer navigation skills

-Good attitude and ability; worked independently from home, as well as within team

-Addressed member inquiries e.g., eligibility, benefits, claim status; provided alternative physicians, etc.

-Previous telecommute experience.

AMERIGROUP/Community Care Managed LTC Enrollment Counselor 03/2007 - 10/2007

-Recruitment of potential applicants for Managed Long-Term Care Insurance Programs.

-Conducted marketing events @ community health centers, physician practice sites, faith-based & senior

organizations; as well as other sites.

-Provided direct consumer education on the managed long-term care product; enrollment of new members.

-Traveled to referral sources, such as community-based organizations, physicians and other organizations to

promote the LTC plan.

-Development of effective working relationships with staff of community organizations in order to identify

potential applicants.

-Represented AMERIGROUP at consumer groups, health fairs, community organizations and events such

as health promotions, celebrations, trade shows and expositions. Planned, developed & conducted LTC

insurance health fairs. Administrative duties assigned/required. Served the dual (Medicare and Medicaid)

special needs patients; helping to keep people living in their communities, rather than in nursing homes.

-Generated new enrollments within the community; other various professional liaisons in a team structure.

-Generated sales leads, following up those provided by the company.

-Presented to dual eligible prospects at community centers, community events, health fairs, and seminars.

-Ability to develop relationships with network and community physicians and other providers.

AMERICHOICE/UHG Co Customer Service/Medicare Mktng. Agent 01/2006 - 02/2007

-Serving the dual (Medicaid & Medicare) special needs clients, with Healthcare Insurance; while helping

them to live in their homes, instead of nursing homes.

-Generating new Medi Insurance enrollments within the community, and liaisons with other professionals.

-Generating sales leads and following up leads provided by the company.

-Presenting products to dual-eligible prospects at community centers, health fair events and seminars.

-Ability to develop relationships with Health Plan Network, Community Physicians and other providers.

-Strong knowledge of Managed Care Industry.

-Excellent presentation skills for clinical and none-clinical audiences.

-Creative problem solving skills.

-Visibility and involvement in medical community.

DIVERSIFIED SR. FINANCIAL SOLUTIONS Medicare Mktg. Specialist 10/2004 - 01/2006

-Educated prospects and community organization leaders about Oxford Medicare Insurance plans and

benefits, while building and maintaining relationships within the community.

-Marketed to beneficiaries on a one-to-one basis and in large group settings; utilizing referrals in territories

to generate additional appointments/leads.

-Scheduled and attended local Health Events and industry trade shows in the territory.

-Presentations of Medicare informational materials in key locations and events.

-Gave weekly schedule and activity reports, in addition to territory updates (e.g., local senior center

activities, new church or community organizations in territory).

-Frequent and extensive local travel.

-Continually monitored activities of health industry competitors and provided information to management.

-Established marketing sites providing marketing department satisfaction; assisted company at establishing

growth and profit targets.

-Utilized managed care policy knowledge; establishing relationships with network physicians.

AFLAC of NewYork Marketing Associate 05/2002 - 09/2004

-Marketed health disability insurance products; cancer plans, dental plans, and prescription drug plans; through payroll deduction accts.

-Serviced new/existing policy holders. Functioned as liaison with company's human resources dept.

-Furnished clients with marketing materials to promote AFLAC's products on site; signed on

interested employees; helping the client's human resources department reconcile initial invoices;

sent from AFLAC's Worldwide Headquarters.

-Addressed major concerns of employees, regarding health disabilities connected to job stability;

on behalf of human resources department.

(WELLCARE) COMPREHENSIVE BENEFITS of NY Marketing Representative 03/2004 - 10/2004

-Met the required new enrollment target, as detailed in company's Marketing Plan; through business of

independent accurate marketing/enrollment presentations to potential members of assigned territory.

-Monitored and nurtured constructive relationships with community organizations, medical personnel and

Marketing/Sales Industry Colleagues.

-Cooperative work staff; contributing to overall success of Marketing Campaign Promotions.

-Completed and submitted, in a timely fashion, submissions of all reports required by management.

-WellCare representation at trade associations, local groups, state, city, community faith-based events.

-Provided ongoing customer service assistance to subscribed members, as necessary, answering questions



Major: Executive MBA Marketing/Business Administration (Pending)

Certificate Studies; 2016 License # LAH-967842


Major: Business Insurance Marketing/Sales


Major: Bachelor of Business Administration/Marketing Degree; 2001 Honors: 3.6 GPA


ABA/Certificate/Diploma of Business Computer Office Technology; 1984 Honors: 4.0 GPA




•Excellent customer service/communication skills (verbal/written)

•Experience working with FMLA programs

• Working Computer Proficiency; over 15 years

• Skilled CUSTOMER & CLIENT SERVICES/ Marketing/Sales

• 15 yrs. Experience in Healthcare/Medical Insurance/

Rx Drug Plans

• U.S. DEPT. of HOMELAND SECURITY • Background Check & Medical Screening:

Transportation Security Officer • USA Passport

DD-214 & Certificate of Veteran's Service via Department of Veterans Affairs

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