Lisa Powell
Newburgh,IN
Summary
Goal-oriented Sales Leader offering 23 years of experience developing and maximizing Medicare insurance sales. Proven ability to mentor and lead sales production in a highly competitive market. Adheres to all CMS compliance guidelines and procedures. Dynamic presenter and public relations representative with the ability to analyze and implement strategies to drive market share growth. Committed to streamlining procedures while optimizing agent talent.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Licensed Insurance Sales Agent
L&I Insurance / Self Employed
08.2023 - Current
- Conduct thorough needs assessments for each client, recommending suitable Medicare plans based on their unique requirements.
- Resolve client inquiries and concerns promptly, ensuring their satisfaction with chosen Medicare plans.
- Educate seniors on available government assistance programs, helping them make informed decisions about healthcare coverage.
- Assist individuals transitioning from employer-sponsored health coverage to Medicare during retirement planning processes.
Market Sales Manager
United Healthcare
10.2019 - 07.2023
- Managed 300 high-performing agents, to educate and sell a portfolio of products offered to Medicare and Medicaid beneficiaries.
- Recruited new agents. Provided a structured on-boarding process; leveraging corporate contracting, certification and training processes.
- Consistently achieved sales incentive goals by reaching over 110% of sales and membership growth targets.
- Ensured CMS compliance and regulations were followed by conducting routine audits, ride alongs and mentoring meetings.
- Collaborated with key agents and brokers. Provided support and training while organizing leads and activities.
- Provided a positive return on investment by skillfully utilizing an assigned market sales budget.
- Increased market share by developing and implementing targeted sales strategies.
- Enhanced company growth by conducting in-depth market research and identifying new opportunities.
- Collaborated with cross-functional teams to ensure accurate measurement of key performance indicators.
Sales Representative / Sales Trainer
Senior Connection
05.2011 - 03.2019
- Performed individualized needs analysis to educate and enroll clients into appropriate insurance plans.
- Maintained routine communication with clients to assess overall satisfaction, resolve complaints and promote new offerings.
- Contributed ideas and offered constructive feedback at weekly sales and training meetings.
- Enhanced trainee experience by developing comprehensive orientation programs and hands-on training sessions.
- Presented sales presentations and seminars by effectively communicating product features and competitive advantages.
- Attended networking events and community functions to meet new prospects and expand business opportunities through partnerships.
- Recognized as top Sales Leader for 8 years.
Education
Bachelor of Arts - Criminal Justice
Indiana University Bloomington
Bloomington, IN05.2000
Skills
- Motivational Leadership
- Business growth
- New account creation
- Performance Monitoring
- Performance Goals
- Sales expertise
- Client and team rapport
- Regulatory Compliance
- Brand management
- Technical aptitude
- Product Metrics Analysis
- Market Research
- KPI Tracking
Certification
Life/ Health/ Property Casualty License: IN, KY & IL
Medicare Fraud, Waste & Abuse Training & Certification
Certified Final Expense Advisors Association
Community Involvement
- Local Senior Centers
- Local Food Pantries
- Evansville Coat-A-Kid
- Easter Seals
- March of Dimes
Timeline
Licensed Insurance Sales Agent
L&I Insurance / Self Employed
08.2023 - Current
Market Sales Manager
United Healthcare
10.2019 - 07.2023
Sales Representative / Sales Trainer
Senior Connection
05.2011 - 03.2019
Bachelor of Arts - Criminal Justice
Indiana University Bloomington
Life/ Health/ Property Casualty License: IN, KY & IL
Medicare Fraud, Waste & Abuse Training & Certification
Certified Final Expense Advisors Association
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