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Personal Information
Organization / Workplace
Tampa/St. Petersburg, Florida Area United States
Occupation
Licensed Insurance Agent
Industry
Finance / Banking / Insurance
About
I assist Medicare clients with selecting an appropriate Medicare Advantage (Part C), Medicare Supplement (or MediGap) and Part D prescription drug plans to supplement their existing or future Original Medicare. I help clients apply by phone, and I track their applications through the vendors' application portals, and help with the post-sales process. A big part of my job occurs before a product is discussed; educating clients about Medicare and showing how Medicare applies to their personal situation. This can be challenging to do solely over the phone, but I average about 1-2 advantage policies per day before AEP.
Contact Details