Sales Agent Insurance
Resume:
Shy Durham
ad5xi6@r.postjobfree.com
Established Insurance Sales Agent with more than 6 years of extensive knowledge in the medical field, specializing in Medicare Advantage plans with a proven track record in lead generation, sales conversion, and community outreach. A dedicated team player with a strong commitment to delivering exceptional service and achieving corporate objectives by utilizing CRM systems such as Salesforce to streamline sales processes, manage leads, and achieve consistent enrollment goals. Professional Experience
Independent Broker March 2019 – Present
• Host and attend local community events to identify and engage potential clients, utilizing a strategic approach to generate target leads.
• Build relationships with community leaders and organizations to identify potential clients and increase lead generation and expanding market reach within a specific territory.
• Conduct thorough research to identify potential clients, employing targeted outreach strategies such as phone calls, emails, and direct mail campaigns to convert sale.
• Strategically use persuasive communication skills to schedule appointments, ensuring a steady flow of qualified prospects to present sales presentations.
• Assess client insurance eligibility during client appointments to tailor insurance solutions to their specific need.
• Utilize strong closing techniques and product knowledge to convert prospects into enrolled clients, consistently meeting or exceeding enrollment targets leading to a 83% conversion rate.
• Perform verification of clients' Medicare and Medicaid coverage, to determine eligibility for enrollment creating a seamless enrollment process for clients.
• Conduct thorough eligibility checks to confirm clients’ qualification for various insurance plans. Blue Cross Blue Sheild Oct 2021- Mar 2024
Preferred Agent
• Conducted necessary verification of clients' insurance coverage, including private and public health plans, to determine eligibility for services and ensure accurate enrollment.
• Utilized AgencyBloc software to manage and maintain client data, track leads, and streamline insurance policy processing, enhancing overall efficiency and accuracy in client management.
• Actively contributed to weekly sales team meetings, sharing insights and strategies to improve performance and achieve collective goals.
• Collaborated with team members to develop action plans, track progress, and identify opportunities for improvement.
• Delivered high-impact sales presentations, both virtually and in person, to effectively communicate the value proposition of insurance products.
• Tailored presentations to address specific client concerns and highlight relevant benefits, enhancing the likelihood of successful enrollments.
• Identified and approached dental and medical offices to introduce insurance products, focusing on establishing long- term business relationships.
• Provided comprehensive information and support to office staff, facilitating referrals and generating consistent sales.
• Consistently achieved and surpassed monthly sales targets through diligent prospecting, effective sales techniques, and strong client relationships.
Sales Agent
Wellcare ǀ Dallas, TX June 2017–March 2019
• Conducted proactive outbound calls to potential clients, scheduling appointments for sales presentations.
• Maintained a structured call schedule to ensure consistent outreach and follow-up, optimizing appointment setting and sales opportunities.
• Delivered personalized sales presentations in clients’ homes, offering tailored Medicare Advantage solutions.
• Transformed scheduled appointments into confirmed enrollments by employing effective sales techniques and providing personalized insurance solutions.
• Verified client eligibility for various healthcare programs, including Medicare and Medicaid, to enroll or convert clients to the best coverage plan.
• Developed and executed referral generation strategies by leveraging community resources, organizing events, and networking within the community fostering a referral-friendly environment increasing lead flow and sales growth.
• Ensured all marketing activities and materials complied with CMS and Wellcare guidelines, maintaining ethical standards and regulatory compliance.
• Met or exceeded corporate enrollment targets on a monthly basis through diligent prospecting, effective client engagement, and strategic sales techniques.
Staffing Support Manager
ICONMA ǀ Frisco, TX June 2009 – July 2015
• Managed a comprehensive onboarding process for new candidates, ensuring a seamless transition and integration.
• Confirmed client needs and expectations through detailed consultations, and facilitated weekly calls to provide updates and implement necessary revisions.
• Maintained clear communication to address concerns and ensure client satisfaction throughout the onboarding phase.
• Completed thorough employment verifications, including reference checks and background screenings, to ensure candidate qualifications and compliance with company policies and industry standards.
• Represented the company at various job fairs, engaging with potential candidates and promoting the organization.
• Conducted on-the-spot screenings and initial interviews to identify promising candidates for further evaluation. Professional Skills
• Strategic Sales
• Cross selling techniques
• Sales Presentation
• Insurance verification
• Medicare & Medicaid
eligibility verification
• Policy analysis and
reccommendations
• Networking and relationship
development
• Negotiation skills
• Record keeping and
compliance
• Customer satisfaction and
retention
• Customer relationship
management
• Problem solving
• Attention to detail
• Customer service
• Staff training
• Performance evaluation
• Organizational skills
• Administrative skills
Education, Certifications, and License
AHIP 2024
Medicare Fraud, Waste, and Abuse
Kaplan Financial Education 2017
Courses Completed: General Lines Life, Accident & Health Life & Health Insurance License Current
Accomplishments
Top AEP Producer 2020 – 2023
Wellcare Amerigroup Blue Cross Blue Shield
Top Monthly Producer 2021 – 2022
NFC
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