medicare sales agent resume example with 3 years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:

Energetic Medicare Sales Representative with comprehensive knowledge of training, recruitment and Medicare Parts A, B and D plans. Offering 8 years of experience selling individual health plan products and services. Goal-oriented and motivated professional commended for closing countless sales yearly. Excellent communications, multitasking and time management abilities. I have been know to consistantly stay late to make a sale or help another agent having trouble closing a sale.

My goal is to some day be part owner of a great company like the one I should be starting for once I'm finished with my obligations. I just enjoy helping people who are decent and won't do anything for a sale. In my book avoiding those people and selling quality coverage is a winning way of life. Now if people just knew how to handle the stranger who picks up and starts screaming about bothering him, then be able to turn it into a civil conversation where he buys a policy. If it were easy everyone would do it.

But it takes time, guidance and thick skin!

  • Policy adjustment knowledge
  • Insurance sales strategy
  • Lead development
  • Cross-selling and upselling
  • Asset protection expertise
  • Customer follow-up
  • Email marketing
  • Project Organization
  • Entry management
  • Eligibility Verification
  • Safety inspections
  • Planning and Coordination
  • MS Office
  • Billing Adjustments
  • Communications
  • Supervision
  • Acccounts Receivable
  • Customer Service
  • Invoice Generation
  • Forklift Operation
  • Security systems
Medicare Sales Agent, 06/2016 to 06/2019
AlliantPasadena, CA,
  • I did my best to get the policy holder into the best policy in their area and was number 1 in sales for 3 months running out of 5 locations.
  • Because of my success in sales I was moved around several times in the effort to help a new carrier location with sales but it didn't always work.
  • To be clear there are gaps of a few months in between companies but I will leave those moral reasons alone
  • Diminished project lags by effectively training employees on best practices and protocols.
  • Provided quick turnaround time when customers calling with questions and feeling comfortable with the policy I sold them.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Maintained business portfolio worth by promoting and selling policies.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
  • Working closely with Rhonda M who is basically the CEO was incredible and extremely informatable. She took the time to train me and deserves everything great she has done for CXP.
  • Cultivated professional relations with great individuals to hopefully establish long-term profitable partnerships.
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
  • Utilized data gathered from various sources to make me better at my career and training those who needed guidance.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Performed site evaluations, customer surveys and audits.
  • Improved customer satisfaction by finding creative solutions to problems.
  • Recognized by managing agents helped for providing exceptional customer service.
  • Handled all delegated tasks, including transfering to departments the best salesman and the CEO had no control over.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
  • Answered over 100 calls per day to speak to and help customers with questions. Making on average 4 sales a day.
  • Collaborated with others to discuss sales techniques and opportunities.
  • Maintained updated knowledge through hard work and experience.
  • Helped any agent I could to the best of my ability with my years of knowledge.
  • Improved operations by working with team members and customers to find workable solutions.
  • Contacted policyholders to explain policies, analyze insurance options and suggest changes and additions to policies.
  • Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.
Waiter, Host, 09/2016 to 02/2018
Unitedhealth GroupGilbert, AZ,
  • Worked within [Type] application to collect reservation information and communicate updates to guests.
  • Attended to new customers quickly to inquire about drinks and start off dining experience with prompt beverage service.
  • Monitored dining area to assess server capacity and accurately estimate wait times.
  • Maximized beverage sales by suggesting appropriate food and drink pairings to suit unique customer preferences.
  • Addressed any concerns or complaints quickly to improve service and escalated more advanced issues to management for resolution.
  • Helped restaurant staff set up small and large events to coordinate smooth execution.
  • Stayed on top of server availability and table turnover to make accurate decisions about seating locations.
  • Met or exceeded sales targets on consistent basis with proactive promotional strategies and dessert mentions.
  • Answered telephone to provide establishment information and take party reservations.
  • Applied safe food handling and optimal cleaning strategies to protect customers and maintain proper sanitation.
  • Checked dining and serving areas every [Timeframe] to verify proper cleanliness and readiness for guests.
  • Helped to plan and execute parties for more than [Number] guests, including coordinating menus and preparing tables.
  • Delivered outstanding service and support from initial interaction to final departure, maintaining loyal clientele.
  • Completed thorough and accurate opening and closing duties to facilitate smooth restaurant operations.
  • Cleaned and restocked front counter areas, got change for register and checked server supplies.
  • Wiped down and sanitized food preparation areas using dishcloths, hot water and cleaning products.
  • Operated and maintained cleaning equipment and tools, including dishwasher, hand wash stations, pot-scrubbing station and trash compactor.
  • Communicated effectively with kitchen staff regarding customer allergies, dietary needs and other special requests.
  • Plated food and ensured plate presentation and food quality were of highest standard.
  • Handled up to $[Amount] of card and cash transactions daily, accurately keeping payment records and investigating irregularities.
  • Tracked seated guests and available seating using [System].
  • Answered questions about food and order statuses for waiting customers.
  • Cleaned dishes with detergent, rinsing and sanitizing chemicals in [Number]-compartment sink.
  • Educated guests on daily specials and menu offerings such as appetizers, entrees and desserts.
  • Recorded orders and partnered with team members to efficiently serve food and beverages.
  • Served average of [Number] patrons daily at [Type] restaurant with consistent recommendations for exceptional service.
  • Greeted guests entering restaurant and gathered information to seat groups or place on waitlist, distributing pagers to waiting guests.
  • Added special garnishes and other finishing touches to improve visual impact of plates and contrast or add flavor to dishes.
  • Walked through dining room during service to ensure guest satisfaction and advise servers and bussing staff of specific service needs.
  • Answered front of house phone to inform customers of wait times, take reservations and record to-go orders.
  • Recognized VIP customers immediately and provided special treatment, including preferred tables.
  • Notified servers after seating parties in section for prompt service.
  • Explained preparation of various menu items, describing ingredients and cooking methods to customers.
  • Managed closing duties, including restocking items and reconciling cash drawer.
  • Checked menus to verify current selection availability and cleanliness.
  • Upsold customers and optimized table-turns, outperforming wait staff average sales by up to [Number]%.
  • Arranged each place setting attractively and verified all items were clean and free from water spots and chips.
  • Guided guests to appropriate seating for party size, provided with menus and [Action].
  • Served plated dinners, buffet-style dinners and passed hors d'oeuvres for parties of [Number] to [Number].
  • Completed opening and closing checklists, including emptying trash, safeguarding alcohol and polishing silverware.
  • Made special accommodations for customers by collaborating with front of house staff to move tables and adjust seating.
  • Discussed alternative selections with chef for guests with food allergies or gluten-free requests.
  • Assisted kitchen staff with food counts by determining number of items required for complete service.
  • Placed reservations through phone and email into [Software].
  • Enhanced guests' experiences by fulfilling special requests during visits.
  • Kept tables neat, cleared away dirty dishes, wiped down surfaces and refreshed glasses.
  • Sprayed all racked items with hot water to loosen and remove food residue.
  • Maximized team performance by training new employees on proper food handling, guest expectations and restaurant protocols.
  • Maximized team performance by training new employees on proper food handling, guest expectations and restaurant protocols.
  • Inspected restrooms for cleanliness and availability of supplies [Number] times per shift.
  • Cleaned and inspected food preparation areas for safe and sanitary food-handling practices.
  • Designed custom private function and banquet packages to accommodate groups of up to [Number], including business dinners, sales presentations, club meetings, weddings and charity events.
  • Maintained knowledge of current menu items, garnishes, ingredients and preparation methods.
  • Prepared and maintained buffet and salad bar by checking temperatures, restocking food and monitoring potential avenues of contamination.
  • Frequently communicated with kitchen staff to stay up to date on supply availability and potential customer wait times.
  • Transported all dirty glassware and utensils from dining room to dishwashing area for proper cleaning.
  • Answered customers' questions about hours, seating, current wait time and other information.
  • Maintained indoor and outdoor dining areas by removing trash, wiping down tables and restocking napkin dispensers.
  • Carried [Number] plates at one time without dropping or spilling, decreasing overall customer wait time.
  • Discussed menu items and dietary concerns, noted special requests and suggested appetizers or other additional items to meet upsell goals.
  • Maintained table settings by removing courses, replacing utensils and refilling beverages promptly.
  • Welcomed guests with personable attitude and smile, offering to bring beverage orders while reviewing menu options.
  • Accommodated guests with special needs, including accommodations for child seats and wheelchairs.
  • Washed buffet, restaurant and banquet items, including silverware, dishes, cooking utensils, equipment and displays.
  • Communicated with event coordinators to verify appropriate and adequate accommodations for larger parties.
  • Cleaned seating area and checked restrooms every [Timeframe].
  • Cleaned, sanitized and organized food speed racks, bins and dry storage racks to keep food storage areas neat and prevent food-borne illness.
  • Answered phones politely and promptly, accurately recording and confirming reservations.
  • Calculated charges, issued table checks and collected payments from customers.
  • Scheduled reservations, notified servers and managers of large groups in advance and prepared seating ahead of guests arrival.
  • Checked order accuracy and food quality before delivering to customers.
  • Increased sales of key menu items through effective upselling.
  • Maintained accuracy while handling payments of up to $[Amount], giving change and printing receipts with [Type] system.
  • Assisted [Job title] by taking guests drink orders, [Task] and [Task].
  • Confirmed customers' ages for alcohol service and discontinued service to intoxicated guests.
  • Prepared banquet rooms for use, adjusting lights, sound volumes and room temperature to provide comfortable experiences for guests.
  • Completed end-of-day financial paperwork in [Number]-table restaurant, efficiently using [Software].
  • Prepared salads and appetizers to back up kitchen staff.
  • Prepared banquet room for next function by resetting room, cleaning surfaces and replenishing supplies.
  • Minimized customer wait times by efficiently taking and filling over [Number] orders each day.
Medicare Sales Representative, 07/2016 to 12/2018
CONNEXION POINT, Carefree DirectCity, STATE,
  • Utilized [Software] and [Software] to complete and submit sales activity reports and plans.
  • Implemented and designed effective marketing strategies to adjust and sell insurance contracts.
  • Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.
  • Interacted with senior population and conducted presentations at churches, centers and homes to sell and promote Medicare products.
  • Contacted policyholders to explain policies, analyze insurance options and suggest changes and additions to policies.
  • Reported sales taxes by calculating requirements on paid invoices.
  • Traveled throughout assigned territory and directly collaborated with community-based organizations to obtain referrals.
  • Expedited payments by verifying accuracy and currency of vendor information.
  • Performed accurate and fully compliant monthly closing processes, accruals and journal entries.
  • Facilitated payment of invoices due by sending bill reminders and contacting clients.
  • Verified accuracy of information and resolved discrepancies with vendors before entering invoices for payment.
  • Processed check requests and invoices for [Number] locations every [Timeframe].
  • Charged expenses to accounts and cost centers by analyzing invoice and expense reports.
  • Eliminated billing inaccuracies by reconciling [Number] accounts monthly.
  • Gathered information to produce accounts payable reports for review.
  • Prepared monthly and year-end closing statements, financial documents, and invoices.
  • Minimized late fees by [Number]% by enhancing accounts payable processes.
  • Maintained historical records by microfilming and filing documents.
  • Trained new team members on company policies and accounting systems to keep team operations productive and efficient.
  • Maintained accounting ledgers by verifying and posting account transactions.
  • Eliminated inaccuracies in accounts payable payments by verifying information prior to generating checks and electronic payment transfers.
  • Created receiving reports and updated vendor balance sheets to record accounts payable.
Education and Training
GED: , Expected in 06/2007
Jessica J Claire - Salt Lake City, UT
: Selling Skills And Sales Operations, Expected in
Salt Lake Community College - Salt Lake City, UT

Studied how to be one of the most successful Medicare sales agents in 2 companies over 2 years. I paid alot of attention on selling techniques, recruiting and how to train agents successfully and efficiently. Funny enough I had grown up watching it because my father has broken several records for mid west salesman of the year. I was fortunate enough to drive 4200 miles round trip with him 20 times as he sold and we went to live in upstate NY. Where he would have to travel to Pennsylvania to sell.

  • Completed continuing education in [Subject]
Activities and Honors

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Resume Overview

School Attended

  • Jessica J Claire
  • Salt Lake Community College

Job Titles Held:

  • Medicare Sales Agent
  • Waiter, Host
  • Medicare Sales Representative


  • GED
  • Some College (No Degree)

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