Senior Agent and Customer Service Professional

OTISHA NEWTON

Phoenix, AZ ***** Phone: 925-***-**** Email: *******.********@*****.***

PROFESSIONAL SUMMARY

Licensed Medicare Sales Agent with over 5 years of experience guiding seniors through Medicare Advantage (Part C), Part D, and Medigap plans. Proven record of exceeding enrollment goals—up to 150% during peak seasons—while building client trust through clear, compassionate guidance. Expert in using digital tools like Salesforce, Zoom, and CRM platforms to manage virtual pipelines, maintain CMS compliance, and foster long-term client relationships. Committed to delivering results and simplifying healthcare navigation for every client.

CORE COMPETENCIES

● Medicare Advantage (Part C), Part D, Medigap Plan Sales

● AEP & OEP Enrollment Strategy

● Remote Pipeline Management & Digital Enrollment

● CRM Platforms: Salesforce, Assurance Portal, Lead Management Tools

● Virtual Consultations via Zoom & Digital Scheduling

● Compliance-Driven Sales & CMS Guidelines

● Client Retention, Renewals & Referral Programs

● Healthcare Needs Analysis & Plan Matching

● Call Recording Systems, QA Monitoring, and Script Adherence

● Tech-Savvy & Rapid Software Onboarding

LICENSES & CERTIFICATIONS

● Licensed Health Insurance Agent – State of Arizona (Active & In Good Standing)

● CMS Medicare Certification – Current

PROFESSIONAL EXPERIENCE

Licensed Medicare Sales Agent

UnitedHealthcare Phoenix, AZ Aug 2020 – Feb 2024

● Surpassed sales goals, achieving up to 150% of enrollment targets during peak AEP seasons; averaged 120% to goal overall.

● Conducted Medicare Advantage and Part D consultations via phone and Zoom with clarity and empathy.

● Maintained strong client relationships, resulting in high renewal rates and referrals.

● Ensured strict CMS compliance in all client interactions. Licensed Medicare Agent

Assurance IQ Remote 2023 – 2024

● Delivered nationwide Medicare Advantage and Medigap consultations in a fully virtual environment.

● Managed a large client base using CRM systems for enrollment, retention, and follow-up.

● Met and exceeded all performance and compliance metrics until company closure.

● Maintained client trust through transparent communication and reliable service. Media Specialist

Arizona Autism Charter Schools Phoenix, AZ 2023 – 2024

● Produced strategic video and media content to engage students and support outreach. Director of Video Production

E2 Church Sacramento, CA 2017 – 2019

● Led video content, livestreams, and media production with a collaborative, mission-focused team.

Bartender / Server

Various Establishments CA & AZ 2014 – 2022

● Developed strong interpersonal and conflict-resolution skills in high-pressure, customer-facing environments.

EDUCATION

The Art Institute of California – Sacramento

Film & Media Studies (2017 – 2019, School Closed)

TECHNICAL SKILLS

CRM Software (Salesforce, Assurance Platform) Zoom Meta AI Google Workspace MS Office Adobe Creative Suite

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