Customer Service Team Members

JOEL GREENFIELD

503-***-**** Dunedin, FL ***** ***********************@*****.***

Summary

Results-driven Medicare Consultant with years of experience in the healthcare sector, specializing in guiding clients through Medicare plans and policies. Proven ability to simplify complex information, ensuring clients make informed decisions that meet their healthcare needs. Professional Experience

Medicare Consultant

Kingdom Insurance Group – Thomasville, GA

Feb 2025 – Present

• Trained new team members on Medicare policies, improving team efficiency.

• Maintained up-to-date Medicare knowledge to support clients and staff.

• Resolved complex issues, reducing client escalations.

• Delivered exceptional customer service, leading to an increase in satisfaction.

• Boosted cross-selling of Medicare products through personalized consultations. Insurance Broker

Smart Choice – High Point, NC

May 2017 – Present

• Enhanced client satisfaction, resulting in a 20% increase in retention.

• Negotiated new policy contracts, boosting annual revenue.

• Implemented a client referral program that grew the client base.

• Led broker training sessions, increasing closing rates.

• Developed custom insurance solutions aligned with market trends. Medicare Interviewer

Clearlink Insurance – Draper, UT

Jul 2024 – Sep 2024

• Conducted comprehensive Medicare assessments, increasing customer satisfaction.

• Reduced average call time while maintaining accuracy.

• Identified enrollment opportunities using demographic data analysis.

• Contributed to a boost in interviewer performance through new training programs.

• Developed a feedback loop that reduced clarification follow-ups. Driver Partner

Uber / Lyft

Jan 2015 – Mar 2020

• Maintained a high passenger satisfaction rating.

• Accepted rides at a consistent rate, reducing passenger wait times.

• Built strong rapport with riders, resulting in more repeat rides.

• Quickly adapted to changes in driving logistics and equipment updates. Insurance Agent

Allstate Insurance – Portland, OR

May 2015 – Dec 2017

• Generated 50+ leads per week through referrals and outreach.

• Exceeded growth targets by 10% through strategic client onboarding.

• Proposed customized insurance solutions based on thorough needs analysis.

• Trained new agents, improving onboarding efficiency and closing rates.

• Built strong carrier relationships, improving client satisfaction. Customer Care Professional

American Express – Plantation, FL

Apr 2006 – Jan 2014

• Resolved a high volume of customer inquiries daily, surpassing performance goals.

• Improved customer satisfaction ratings through proactive support.

• Reduced handling time by streamlining complaint resolution.

• Helped launch a new support system, boosting team efficiency.

• Lowered churn rate with targeted retention efforts.

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