Erin Shipley-Courter

My role as a Licensed Health Plan Advisor involved simplifying the understanding of Medicare as a whole helping break down the information for them to better understand. This does include educating clients on the policy options, benefits and the enrollment process as a whole.

• I hold and upkeep my Medicare residential license that was issued in August of 2019.

• While employed I maintained a license in 32 states for 17 carriers for 2.5 years before pivoting to single carriers for the remainder of my time at Bloom Insurance.

• Completed the Licensed2Lead program that was designed to create a growth mindset in engaging in any professional relationship.

• Assisted with onboarding new hires with HR and completing paperwork

• Completed training to be versatile in many different areas of Medicare including Medicare Advantage, Supplemental, and Prescription drug coverage.

While at Bloom Insurance Agency I was a seasonal Floor Manager on and off. This involved supervising teams of up to 20 agents, addressing questions the team may have, holding weekly meetings to address performance, and assisting with enrollments.

• Supervised daily operations to ensure company policies and compliances were handled appropriately.

• Mentored team members on the best practices for good customer service and handling tough conversations.

• Streamlined workflow processes for an easier understanding on products that were delivered telephonically.

• Conducted performance evaluations and provided constructive feedback to staff members to encourage improvement.

• Developed different strategies for delivering training for better understanding to suit different needs of staff members

• Facilitated regular team meetings to discuss areas of improvement, gather suggestions, and for team building exercise.

• Coached employees and trained on various methods for handling all aspects of sales, issues that arise and difficult customers.

During my time at Bloom Insurance agency I worked as a certification specialist that kept detailed records of log ins, passwords, and completion dates for all state level requirements and carriers specific requirements.

• Reviewed and evaluated certification applications for accuracy and completeness.

• Created, distributed, and tracked training materials to ensure proper certifications were obtained.

• Maintained current knowledge of certification requirements and procedures.

•Developed and implemented processes to streamline the certification process.

• Provided guidance on best practices related to obtaining certifications.

•Managed data entry activities related to customer certifications into internal databases.

• Monitored customer records for changes that might affect their eligibility for certain certifications.

During my time at Bloom Insurance during what is considered the lock in season for Medicare April 1st to September 30th I would help onboard new hires in understanding Medicare and the specific carriers they would be selling in order to assist Medicare beneficiaries.

• Developed and maintained training materials, including job aids, handouts, and presentations.

• Facilitated classroom instruction for groups up to 150 new hires.

• Provided technical support during online training events using web conferencing tools.

• Assisted in developing training plans for new hires and existing employees.

• Identified areas for improvement within existing training programs and provided recommendations for change.

• Collaborated with internal stakeholders on the design and implementation of customized learning solutions.

• Delivered virtual instructor-led training sessions via video conferencing technology.

• Managed multiple projects simultaneously while adhering to tight deadlines.

• Maintained accurate records of all completed trainings in the organization's Learning Management System.

At Cook Medical, I assembled medical products that were used during surgical procedures. This was done assembly line style with up to 6 people at one station.

• Worked in a group setting that collaborated to ensure each station was working with one another to ensure efficiency and communication.

• Posses general knowledge of electrical components, subassemblies, and stamped components.

• Packed inspected and packaged finished products to minimize errors

• Tested components to ensure quality

• Maintained a clean work area to avoid defective products.

• Sealed products into packaging material

• Recorded production process through detailed record keeping.

• Assisted in production lines through group effort.