Tricia DeSantis

Ridley Park, PA ***** 484-***-****

linkedin.com/in/tricia-dilbeck-desantis-54516117 adl7xc@r.postjobfree.com

INSURANCE SALES CONSULTANT

Connectiing Insurers to People and Providers

Self-motivated and tenacious Top 10 sales producer specialized in Medicare plans as well as life, accident, and annuity lines of authority. Very successful at driving buying decisions by matching policyholder need to optimal features and benefits. Proficient at educating seniors and others on all plan coverages and exclusions enabling them to make informed choices. Primary areas of expertise include:

Territory Development Community Networking Lead Generation and Qualification

Communication and Education Cold-Calling Cross-Selling Quota Crusher

PROFESSIONAL EXPERIENCE

USI AFFINITY

Individual Benefits Consultant 2018– Present

USI Affinity specializes in providing insurance, financial and risk management services to members of Affinity organizations such as Associations, Alumni Groups and Non-Profits, as well as targeted industry segments.

Inside sales position combining life and disability insurance for physicians and attorneys to specifically fit needs and budget.

2019 sales revenue at 141% of goal.

HUMANA

Licensed Marketing/Insurance Sales Agent 2014–2018

Humana is a for-profit hospital and insurance company with over 13 million customers in the US. Responsible for sales of insurance and Medicare plans in service area with these accomplishments:

Grew territory sales revenue by 10% year over year.

Networked with community and business partners/cold-called to physician practices and educated staff on plan benefits.

Educated senior community on Medicare basics and plan benefits through home visits, presentations, and health fairs.

GATEWAY HEALTH-HIGHMARK

Licensed Marketing/Insurance Sales Agent 2011–2014

Gateway Health Plan was established in 1992 as an alternative to the Pennsylvania Department of Human Services. it is one of the nation’s leading managed care organizations that serves more than 550,000 members across five states. Responsible for sales of Medicare Advantage in service area.

Grew territory sales revenue by 6% year over year.

Networked with community and business partners/cold-called to physician practices and educated staff on plan benefits.

Educated senior community on Medicare basics and plan benefits through home visits, presentations, and health fairs.

Tricia DeSantis

adl7xc@r.postjobfree.com

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ERICKSON LIVING/ERICKSON ADVANTAGE HEALTH PLAN

Health Insurance Resource Manager 2007–2011

Erickson Living is an owner, manager and developer of retirement communities in the United States. Responsible for Medicare sales through United Healthcare to the Maris Grove community of residents.

Consistently exceeded sales goals and was continually in the top 10% of producers. Built enrollment rate at Maris Grove to 42% of residents.

Worked with leadership team to introduce a lead-generation program for new residents to maintain compliance with MIPPA legislation.

Created and executed a wide variety of marketing programs, including mail, display advertising and closed circuit TV to promote informational group meetings and seminars. Led meetings and conducted follow up activities to generate interest and consideration.

OPTION CARE

Marketing and Sales Representative 1999–2007

Responsible for marketing and sales of infusion therapies to hospitals, physicians, and discharge planners in assigned territory.

CROZEN KEYSTONE HEALTH SYSTEM

Senior Marketing and Sales Representative 1997–1999

Responsible for marketing and sales of Medicare Advantage plans in Delaware County, PA.

OXFORD/OAKTREE HEALTH PLAN

Sales Representative 1993–1997

Responsible for sales of Medicaid enrollments in Delaware, Chester, and Philadelphia counties.

Consistently ranked among the Top Ten marketing representatives for number of enrollments throughout entire employment, consistently exceeded quota.

Recipient of the Annual Sales Star Award 1994-1996

Regular Monthly Recipient of the 100 Club Award

EDUCATION AND CERTIFICATION

Licensed Insurance Producer, Pennsylvania and Delaware, Expires 2023

Lines of Authority: Accident, Health, Life and Annuities

SOFTWARE AND INFORMATION PROFICIENCY

Salesforce.com

Core

Good

Healthplan CRM

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