Summary
Overview
Work History
Education
Skills
Timeline
Generic

Allena Davis

Bolivar

Summary

Results-driven Medicare Sales Agent with a strong focus on educating clients and tailoring solutions. Proven ability to enhance customer satisfaction and retention through effective communication and relationship building. In a prior position, I was the sales trainer. I would move to new locations, open up the office. Hire new employees and train them, and then move on to the next location.

Overview

7
7
years of professional experience

Work History

Medicare Sales Agent

Select Quote
10.2021 - Current
  • Educated clients on Medicare options, ensuring informed decision-making for coverage selection.
  • Conducted needs assessments to tailor insurance solutions to individual client requirements.
  • Developed and maintained strong relationships with clients, enhancing customer satisfaction and retention.
  • Collaborated with cross-functional teams to optimize sales processes and improve client engagement strategies.
  • Utilized CRM software to track client interactions and streamline follow-ups, improving workflow efficiency.

Business Account Manager

Protel
Springfield, MO
08.2019 - 05.2021
  • Developed and maintained strong relationships with key business clients, enhancing customer satisfaction and retention.
  • Collaborated with cross-functional teams to streamline account management processes and improve service delivery.
  • Analyzed client needs and provided tailored solutions, resulting in increased account growth and profitability.
  • Led strategic initiatives to optimize account performance, ensuring alignment with company objectives and client expectations.
  • Conducted regular business reviews with clients to assess satisfaction levels and identify opportunities for additional services.

Education

High School Diploma -

Bolivar High School
Bolivar, MO

No Degree - IT For Healthcare, Business, Medical Billing

Colorado Technical University
Colorado Springs, CO
05-2011

Skills

  • Goal oriented
  • Product presentation
  • Cold calling
  • Persuasion techniques
  • Community engagement
  • Customer service
  • Problem-solving
  • Multitasking
  • Problem-solving abilities
  • Excellent communication
  • Relationship building
  • Self motivation

Timeline

Medicare Sales Agent

Select Quote
10.2021 - Current

Business Account Manager

Protel
08.2019 - 05.2021

High School Diploma -

Bolivar High School

No Degree - IT For Healthcare, Business, Medical Billing

Colorado Technical University
Allena Davis