Sales Customer Service
Resume:
DAVID M. RIVERA
email: ************@*****.***
Richmond, Michigan 48062
SALES MANAGEMENT FOCUS
Currently building a strong history of sales through effective customer relations, client development and account management. Background includes work in insurance sales consulting and market development. Utilize a diversity of skills to achieve success, including: (1) Remaining focused on the overall objective of achieving sales goals; (2) Working effectively by prioritizing markets, managing time, using sales skills, and customer follow-ups; (3) Identifying key contacts and decision makers to create effective sales plans; and (4) Focusing upon orders, sales, and customer service tasks.
• Offer highly effective communication, organizational, business development, and sales skills.
• Understand profitability and margins; possess the business skills to identify and act upon opportunities.
• Experience includes representing a company service/product and developing/delivering professional sales presentations.
• Fluent in English and Spanish.
• Computer skills: Microsoft Word, Excel, PowerPoint and type 65+ wpm.
PROFESSIONAL EXPERIENCE
HEALTH SERVICES AGENCY, Detroit, MI 10/14-3/15
Independent Medicare Broker Educate Seniors and the community about Medicare products, while generating enrollment leads and referrals. Enrolling seniors in the Medicare Advantage plan and presenting plan information at community based seminars. Developed and maintained leads which includes timely reporting and documentation of results for use by management. Compliant with state and federal regulatory requirements.
Submit enrollment application in a complete and timely manner.
Conducted telemarketing activities, both inbound and outbound to respond to inquiries, generate appointments and follow-up on leads, referrals and re-marketing opportunities
Coordinated and implemented strategies in an assigned territory and growing membership through face-to-face sales, enrollment meetings, presentations, community and provider education sessions and social service outreach to existing and potential members
Developed and maintained new contacts and/or partnerships in the community
MERIDIAN MEDICARE ADVANTAGE, Detroit, MI 5/14 – 10/14
Medicare Benefit Consultant Educate Seniors and the community about Medicare products, while generating enrollment leads and referrals. Enrolling seniors in the Meridean Medicare Advantage plan and presenting plan information at community based seminars. Developed and maintained leads which includes timely reporting and documentation of results for use by management. Compliant with state and federal regulatory requirements.
Meet sales and sales development goals as assigned by management.
Submit enrollment application in a complete and timely manner.
Conducted telemarketing activities, both inbound and outbound to respond to inquiries, generate appointments and follow-up on leads, referrals and re-marketing opportunities
Coordinated and implemented strategies in an assigned territory and growing membership through face-to-face sales, enrollment meetings, presentations, community and provider education sessions and social service outreach to existing and potential members
Developed and maintained new contacts and/or partnerships in the community
Supported health and wellness education activities, referral of members to health education programs.
BROADPATH HEALTHCARE SOLUTIONS, Richmond, MI 10/13 - 1/14
Medicare Insurance Customer Service Specialist Use executive communication, planning, and negotiation skills to build presence within the marketplace. Advise clients in selection of health (Medicare), life, and risk protection products. Responsibilities include ensuring call center client expectations regarding product service level and personal plan needs.
• Foundation for success is to transition the sales relationship into a professional friendship and open communication lines to convince clients of specific beneficial aspects of products.
• Handle inbound phonebased Medicare Advantage and MediGap plan enrollments in accordance with CMS Marketing and Enrollment guidelines.
• Monitor and manage CRM plan central to provide members with status of claims.
OWN THE KEY, Troy, MI 4/13 - 10/13
Credit Repair Consultant Directed and coordinated credit investigations and repair for individuals. Reviewed clients credit scores to ascertain best effective way to re-establish his / her credit score. Served as credit liaison / expert in dealing with credit bureau, lenders and industry related agencies; efforts contributed to an increase in re-establishing client credit score.
• Contacted creditor and negotiated a settlement on behalf of his client; arranged for payment plan and reported to the credit bureau.
DIALOGUE MARKETING, Troy, MI 9/10 - 3/13
Health Insurance Advisor Listened to client needs and recommended appropriate Medicare insurance products ranging from home health care and life insurance. Gained valuable insight into the insurance industry and product features/benefits.
• Met departmental call production and quality standards; ensures positive and compliant communications
• Developed and implemented a sales plan that built office sales revenues and expanded the customer base.
• Strengthened my sales and analytical skills by calling on 10 clients per day.
•Achievement of monthly inside sales goals
•Received "Top Producer for Medicare Advantage Campaign" award out of 100 agents, 2011.
Prior Positions: Patient Account Representative Dermatology Associates of Lancaster
Medicare Benefit Consultant Unison Administrative Medicare Advantage
Insurance Agent Health Markets Care Assured/Medicare Advantage
EDUCATION
CARDENAL HAYES H.S. FOR BOYS – Bronx, N.Y
Accounting I&II, Journalism, Speech and Computer Language.
NEW YORK BUSINESS SCHOOL, New York, NY
Data Entry Word Processor
CAREER STEP ONLINE SCHOOL
Medical Billing/Coding ICD9 and ICD10
Licenses & Certifications: Insurance Adjuster with Workers Compensation License (MI)
Life, Health & Accident Insurance Producer License (MI)
Property & Casualty Insurance License (MI)
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