LAURENCE PATTEN
Dallas
Summary
Dedicated healthcare professional with progressive experience in sales, managed care, and administrative capacity. Effective interpersonal, organizational, and presentation skills. Proven ability to assess client needs, build and maintain client relationships. Committed to enhancing client satisfaction and understanding through effective communication and teamwork. Future aspiration to continue expanding impact in the healthcare sector. Ability to multi-task and work collaboratively in a team environment and independently. Strong knowledge of Medicare, Medicaid, and state programs.
Overview
12
12
years of professional experience
Work History
Licensed Health Insurance Broker
LICENSED HEALTH INSURANCE BROKER
01.2013 - 12.2024
- Company Overview: Specializing in Medicare Health Plans
- Obtained Medicare beneficiaries’ healthcare requirements to assess insurance needs.
- Reviewed with new members the Medicare program and all aspects of plan features and benefits to promote sales.
- Maximized sales outcomes by cultivating and maintaining relationships with enrollees, providers and referrals.
- Built and maintained a book of business through effective use of leads and referrals.
- Achieved extensive product knowledge to remain CMS compliant and provide accurate information to Medicare beneficiaries by attending educational seminars.
- Appointed and authorized with several insurance carriers to sell Medicare Advantage, Supplement and Part D plans along with dental, vision and hearing plans.
- Specializing in Medicare Health Plans
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
- Sold Medicare Advantage, Supplements and Part D plans to new and existing customers.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
Licensed Reverse Mortgage Professional
AMERICAN ADVISORS GROUP (AAG)
04.2019 - 02.2020
- Assessed loan requests and evaluated the needs of seniors to improve their financial situations and achieve financial freedom with FHA HECM loans.
- Worked collaboratively with the loan team regarding the conditions of the loan.
- Developed and gained applicants’ trust by providing reassurance with timely updates.
- Recognized by management for exceptional customer service and highest conversion rate for 2 consecutive months.
- My closing call was chosen by senior executive management for use of company standards and training.
- Collaborated with various departments to expedite the loan approval process for optimal customer experience.
- Conducted regular follow-ups with clients throughout the mortgage process, addressing any concerns or questions promptly.
- Consistently met or exceeded monthly performance targets through diligent work ethic and effective time management skills.
Senior Benefits Advisor
AGEWELL NEW YORK
11.2016 - 07.2017
- Assisted Medicare beneficiaries by providing them with solutions to their medical, dental, vision, pharmaceutical and general healthcare needs.
- Developed and maintained relationships with community-based services and organizations, such as hospitals, providers, pharmacies, churches, nursing homes and senior community centers throughout service area.
- Collaborated with community outreach team to create and participate in marketing events, campaigns and programs for the Medicare market.
- Assisted management with developing and updating Medicare product presentations.
- Contributed to the growth of the contracting and provider relations department by presenting the Medicare product line of business and acting as a liaison between department and providers to increase enrollments.
Medicare Product Specialist
AMIDA CARE, INC
08.2015 - 04.2016
- Established and maintained new and existing relationships with key community organizations and leaders to introduce new Medicare products.
- Implemented and participated in health and wellness activities throughout the service area to market Medicare advantage plans.
- Conducted group sales presentations to inform Medicare beneficiaries on their healthcare benefit options and enrolled eligible prospects.
- Maintained compliance with state regulations by continuously referring to CMS guidelines.
- Remained within the top three ranking in Medicare sales production exceeding monthly target sales and maintaining a 95% retention rate with consistent follow-ups and personalized plan reviews.
Education
Bachelor of Science degree - Marketing
FASHION INSTITUTE OF TECHNOLOGY, STATE UNIVERSITY OF NEW YORK
New York, NYSkills
- Licensed health insurance agent across multiple states: CA, FL, GA, NY, OH, TX
- AHIP Certified
- CMS Compliant
- Knowledge of Medicare Advantage, Medigap (Supplements) and Part D Plans
- Client needs assessment and retention
- Experienced with quoting/enrollment systems
- Proficient in Microsoft Office
Active Certifications And Licenses
- AHIP certification
- NPN #10657500
- Accident and Health Insurance license - CA, FL, GA, NY, OH, TX
Timeline
Licensed Reverse Mortgage Professional
AMERICAN ADVISORS GROUP (AAG)
04.2019 - 02.2020
Senior Benefits Advisor
AGEWELL NEW YORK
11.2016 - 07.2017
Medicare Product Specialist
AMIDA CARE, INC
08.2015 - 04.2016
Licensed Health Insurance Broker
LICENSED HEALTH INSURANCE BROKER
01.2013 - 12.2024
Bachelor of Science degree - Marketing
FASHION INSTITUTE OF TECHNOLOGY, STATE UNIVERSITY OF NEW YORK
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