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Skills

  • Project organization
  • Operational improvement
  • Communications
  • Customer follow-up
  • Medicare compliance expertise
  • Training and mentoring
  • Agent and broker engagement
  • Planning and coordination
  • Lead development
  • Customer service

Work Experiences

  • Assisted in the creation of category procedures.
  • Accomplished this in less than 16 months.
  • Developed a reputation for punctuality and hard work.
  • Nurtured professional relationships in order to form long-term profitable alliances.
  • Achieved over 43% increase in annual enrollments.
  • Achieved Employee of the Year for top performer in Medicare sales.
  • Achieved 57% client conversion.
  • Used Asana to compile data gathered from various sources.
  • Kept my framework knowledge up to date by doing team leadership and performance reporting.
  • Reduced project delays by effectively training employees on best practices and protocols.

Summaries

  • Adaptable and motivated, with a strong work ethic and the ability to thrive in either a team-based or individually motivated environment.
  • Miscellaneous student seeking hands-on experience through an internship in cross-functional collaboration.
  • Strategic thinker with expertise in strategic planning.
  • Service-oriented and quality-focused, with 12 years of Miscellaneous experience and a track record of success.
  • Achieved 61% enrollment growth.
  • Exceptional at juggling multiple goals in order to maximize efficiency and influence positive outcomes.
  • Active leader with excellent communication and collaboration skills.
  • Budget management in standard settings and budget management in project management settings.
  • Expertise in insurance products, service, and customer needs has been demonstrated.
  • Medicare Marketing Representative with vendor management and project management abilities.

Accomplishments

  • Created detailed competitor analysis involving Medicare Part D plans, resulting in a refined sales approach that increased close rates by 48%.
  • Developed a targeted direct mail campaign that achieved a 49% response rate and contributed to overall enrollment growth.
  • Maintained up-to-date Medicare compliance knowledge, ensuring 100% legal and regulatory adherence for all sales and marketing campaigns.
  • Implemented a referral bonus campaign, resulting in 27% of new business coming from existing Medicare member referrals.
  • Developed bilingual training resources in Japanese for the Medicare enrollment team, improving sales performance in multilingual communities by 22%
  • Led event planning for Medicare information seminars, attracting 6 attendees and enhancing community awareness of available plans.
  • Utilized CRM data to segment Medicare target audience, focusing on high-conversion demographics and increasing subscription rates by 41% %.
  • Contributed to a digital Medicare enrollment tool launch that led to 68% more efficient applications and a noticeable increase in customer satisfaction.
  • Collaborated with the regulatory compliance team to ensure all Medicare marketing materials met CMS guidelines, avoiding any compliance issues for 17 consecutive audits.
  • Partnered with external vendors to enhance Medicare plan visibility via targeted digital advertising, increasing qualified leads by 16%.

Affiliations

  • Association with the Senior Health Insurance Program (SHIP), educating communities on navigating Medicare options.
  • Attendee at the National Medicare Sales Summit, where keynotes covered strategies to improve presentation delivery for Medicare plan sales teams.
  • Affiliate of the Medicare Rights Center, contributing research on improving client comprehension of complex Medicare documents.
  • Ongoing enrollment in the Certified Senior Advisor (CSA) program to better service Medicare clients with comprehensive policy knowledge.
  • Member of the American Marketing Association (AMA), active in health insurance marketing strategies for increased Medicare enrollment awareness.
  • Active participant in state-mandated Medicare Supplement and Advantage Sales Training Programs.
  • Completed the 'Medicare Marketing Ethics and Compliance' certificate program to ensure adherence to federal regulations.
  • Affiliated with the National Association of Health Underwriters (NAHU), attending annual Medicare marketing conferences to stay current on plan changes and regulations.
  • Member of the Association of Healthcare Sales and Marketing Professionals (AHSMP), networking in forums dedicated to optimizing Medicare-marketing campaigns.
  • Active in the Professional Association for Customer Engagement (PACE), focusing on healthcare marketing for lead generation and Medicare plan conversion techniques.

Certifications

  • Certified Business Analysis Professional (CBAP)
  • Certified Senior Advisor (CSA)
  • Online Marketing Certified Professional (OMCP)
  • Certified Insurance Marketing Professional (CIMP)
  • Sales Performance Fundamentals Certification, Northwind
  • Salesforce
  • Digital Marketing Strategies for Medicare Representatives Certificate
  • Salesforce CRM Certification – Healthcare Edition
  • Google Ads Display Certification for Healthcare Marketers
  • Apple Certified Associate (ACA)

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