Tara Meneely
Reisterstown MD 443-***-**** *************@*****.***
Tara Meneely LinkedIn
Customer Experience Professional Trusted Advisor Customer Advocate Problem Solver
Professional Summary
Customer-focused support professional, with extensive experience assisting customers in fast-paced, remote environments. Skilled at resolving complex inquiries, explaining products and services in a clear and approachable manner, documenting interactions accurately, and delivering exceptional customer experiences. Recognized for strong communication, problem-solving, attention to detail, and the ability to build trust while managing high-volume workloads. Experienced working independently, adapting quickly to new systems and processes, and committed to providing efficient, empathetic support that exceeds customer expectations.
CORE COMPETENCIES
Customer Support & Experience Client Relationship Management Problem Resolution Active Listening & Communication CRM & Documentation Account Support Process Improvement Compliance & Accuracy Remote Collaboration Time Management Adaptability Team Collaboration
Customer Service & Experience Management
Strong focus on active listening, rapport building, issue resolution, and delivering a positive, compliant, and customer-centered experience.
Call Center Sales & Customer Engagement
Inbound and outbound call center experience managing high-volume customer interactions, consultative sales conversations, appointment scheduling, and follow-up.
Analytical Thinking & Problem Resolution
Detail-oriented and analytical approach to evaluating customer needs, resolving conflicts, and making informed recommendations.
Team Collaboration & Independent Execution
Collaborative team player capable of working independently in fast-paced, performance-driven environments.
Consultative Selling, Negotiation & Retention
Proven ability to identify client needs, overcome objections, negotiate solutions, and recommend cost-effective coverage options aligned to individual priorities.
Compliance, Documentation & Payment Processing
Experienced in regulated environments requiring accuracy, verbal disclosures, application processing, payment handling, and detailed documentation.
Medicare Sales & Insurance Licensing
Life & Health Insurance Licensed Agent with experience across Medicare Advantage (MA/MAPD), D-SNP, and C-SNP plans; AEP and SEP enrollment support; multi-state carrier knowledge.
PROFESSIONAL EXPERIENCE:
Unity Senior Health; Reisterstown MD (Remote) (April 2025-May 2026)
Licensed Medicare Sales Agent
Drive inbound, consultative Medicare sales, guiding beneficiaries through Medicare Advantage (MA/MAPD), D-SNP, and C-SNP plan selection
Conduct CMS-compliant needs assessments, including benefit priorities, provider network verification, and prescription drug/formulary analysis
Present and recommend cost-effective coverage solutions aligned to customer health needs, eligibility, and financial considerations
Complete telephonic enrollments and application submissions, ensuring accuracy, regulatory compliance, and documentation standards
Support customers through AEP and SEP enrollment periods, delivering high-quality service in a fast-paced environment
Manage follow-up communications to promote customer satisfaction, retention, and trust
Collaborate cross-functionally by completing enrollments for agents not licensed in specific states
Respond to inbound leads and client inquiries via phone and text using AI-driven engagement tools
Consistently meet sales, quality, and compliance metrics while working independently in a remote setting
Teleperformance/United health care; Reisterstown MD (October 2024-December 2024)
(*AEP season) HEALTH INSURANCE SALES AGENT
Managed 150+ inbound calls per day in a remote, high-volume call center environment during Annual Enrollment Period (AEP)
Conducted needs-based insurance consultations, providing quotes and guidance on coverage options, state-specific policies, billing, premiums, and plan changes
Presented and promoted insurance products using consultative sales techniques aligned to customer financial and coverage needs
Built and maintained customer relationships through ongoing support, follow-up, and retention-focused service
Ensured full regulatory and compliance adherence, including confidentiality standards and ethical sales practices
Delivered clear, accurate sales presentations explaining product features, benefits, and coverage provisions
Consistently met performance metrics, quality standards, and deadlines while working independently in a remote environment
American Income Life; Reisterstown MD (June 2024-September 2024)
LIFE INSURANCE SALES AGENT
●Proven experience in high-ticket sales and closing role, with a track record of achieving and exceeding sales targets for all cold calls prospective clients while discussing life insurance needs, financial planning goals, and other relevant details
●Consulted with clients on scheduled zoom calls, while giving presentations of rated quotes and coverage recommendations, while assisting with long-term planning
●Assisted clients with completion of application and other necessary paperwork to get sent off to the underwriting department
●Experienced building long-lasting relationships with clients through risk assessment and analysis, so insurance needs could be met
Cellular Sales/Verizon; Wexford PA (September 2023- February 2024)
CUSTOMER SERVICE AND SALES AGENT
●Created client relations and engagements in every interaction for both new and existing customers, while working patiently, tactically, and efficiently.
●Communicated with customers regarding new and existing products and services through various channels, including cold calling, scheduled calls, and emails. While ensuring client satisfaction, and striving for first-call resolution
●Negotiating and completing timely manner order requests while accurately discussing promotions of various products and discounts to get clients into stores.
●Learn and understand business drivers, challenges, pain points and growth opportunities, optimize call scripts and improve sales playbooks, while conducting outbound prospect calls to engage potential upsells.
Prometric; Pittsburgh PA (March 2023- August 2023)
TEST CENTER ADMINISTRATOR
●Represented Prometric’s vision, mission, and values, by being the face prometric in the test center and first point of contact for all candidates.
●Ensured every candidate receives a fair and comfortable testing environment, while assisting test takers
●Demonstrated thorough knowledge of testing procedures and policies, while maintaining strict guidelines to uphold the highest standards for exam integrity.
●Monitored test security and enforced rules, while reporting any broken guidelines or occurrences outside companies’ guidelines in a timely manner.
Freedom Septic; Eldersburg MD (August 2022- December 2022)
RECEPTIONIST
Little Peoples Place; Westminster MD (June 2021-August 2021)
SUMMER DAYCARE ASSISTANT
EDUCATION:
Westminster High School- High School Diploma- Graduated June 2022; Westminster MD
Carroll Community College- September 2022-Still in process; Westminster MD
CERTIFICATIONS:
Fully licensed to sell in multiple states:
oLife Insurance- June 2024
oHealth Insurance- June 2024
oP&C-February 2025