Lori Herrilko

Avon, Ohio ***** • ac9jke@r.postjobfree.com • 440-***-****

Account Manager Profile

Knowledgeable insurance and healthcare sales professional with exceptional ability to engage with and retain clients.

— Key Qualifications —

Outstanding track record of meeting or exceeding sales goals; recognized with multiple awards for excellence in sales and customer relations.

Capably leverage communications and presentation skills to engage with diverse populations.

Consistent leader with proven skills in customer retention and relationship building.

Fully licensed in Ohio for life and health, as well as property and casualty insurance sales, home, annuities, and umbrella coverage; carries additional AHIP Medicare certification.

Professional Experience

United Healthcare – Cleveland, OH

Career Agent, 2018 to Present

Assess the needs of clients 65 and over for Medicare plans, educating potential enrollees on the plans appropriate for their needs. Enact marketing and sales strategy initiatives to support networking within the client community. Leverage industry knowledge of Medicare, Medicare products, CMS compliance standards

CareSource – Cleveland, OH

Marketing Representative, 2016 to 2018

Developed and implemented successful community outreach initiatives, marketing activities and educational events in support of sales and enrollment goals. Acted as an educational resource to clients and community senior citizen advocates. Grew membership base through targeted community outreach.

Selected Contributions:

Successfully developed community outreach marketing plans to drive enrollment.

Developed and led new program focused on Medicare Advantage.

Humana – Cleveland, OH

Senior Sales Consultant, 2008 to 2016

Orchestrated sales presentations, marketing efforts, and training sessions for PPO, HMO, and fee-for-service healthcare plans as well as ancillary benefit products such as vision, life, critical illness, cancer and hospital indemnity. Cultivated customer relationships and business partnerships, building and maintaining avenues for lead generation and referrals. Marketed specialty products to clients age 50 and over. Advised junior sales representatives in the field on product inquiries and sales methods.

Selected Contributions:

Maintained outstanding retention rate, and regularly exceeded monthly sales goals.

Ranked continuously among top 10% of Ohio sales consultants in positive customer reviews.

A&M Financial Group – Westlake, OH

Office Manager, 2005 to 2008

Managed operational tasks including scheduling, budgeting, payroll, onboarding, contracts and vendor relationships. Cultivated vital business relationships within brokerage community through outreach efforts and recruitment. As point of contact for public, resolved service issues, and provided general support for office visitors.

Valic Financial Advisors – Cleveland, OH

Financial Services Specialist, 2000 to 2003

Annually reviewed non-contributing, flow-suspended 403b accounts to ensure maximum asset conservation. With a focus on providing tax-qualified retirement programs for government and non-profit workers, educated buyers in respect to investment options and evaluated personal financial needs concerning asset rebalancing, asset consolidation, IRAs, tax shelters, annuities and mutual funds. Managed ongoing client relationships with a high level of service and attention.

Additional Experience

Additional Experience as Sales Representative at Liberty Mutual Insurance (Cleveland, OH), and as District Representative at Prudential Financial Services (Cleveland, OH).

Educational Background

Associate of Arts, Business Management (in progress)

Lorain Community College, Elyria, Ohio

Certificate, Administrative Studies

Bryant & Stratton Business College, North Olmsted, Ohio