Laurie Quail

About Laurie Quail

PROFESSIONAL ACCOMPLISHMENTS *Educate and guide individuals and groups toward solution and product(s) based on situation, budget, timing and end goal * Manage, cultivate, and grow a book of business consistent with company objectives and goals * Lead internal teams to onboard and engage employer and broker clients while ensuring full participation and successful completion * Anticipate client needs and partner with internal and external stakeholders to transform into an actionable plan with mutual benefits for all involved * Contribute to RFP responses, contract negotiations, operational initiatives, and developing best practices * Produce materials and CRM resources; train and lead Sales Agents and internal teams to ensure optimal experience by Medicare-eligible individuals and a satisfied broker/employer client * Train and lead internal teams allowing for operational enhancements and new business development * Manage customer and client escalations; create strategic solutions, coordinate training and additional follow-up for internal teams, and communicate to all parties involved * Educate retirees in large and small groups, employers, brokers, and Senior Leadership teams regarding Medicare benefits, timing, and plan to implement a strategy to utilize the Medicare platform * Presidents Club Winner for sales results * Present exchange solution to those eligible and retirees, brokers, and Senior leadership teams * Counseled and coached high-level field management regarding discipline and termination situations * Developed and interpreted policies and procedures for field application * Researched and interpreted applicable state and federal laws for field management * Created recruiting brochure and related materials, adapted and improved forms for field use * Planned and led sales and training meetings for field management * Won incentive trips and numerous awards for exceeding sales goals and team leadership * Selected as “escalation” specialist; determined issue and approach in customer dissatisfaction -determined necessary steps to ensure satisfaction and resolution * Recognized as the first agent to successfully accomplish and trained Real Estate agents in HUD sale and bidding Early career- I had great success in Retail Management. Positions include- District Sales Leader, Store Manager, Training Store Manager, Personnel and Training Specialist- Direct report to VP of Sales and HR Director Participated as “Troubleshooter”, Trainer, Team leader for new market saturation

Experience

1. Licensed Insurance Advisor- Medicare Division

   Insurance Plus

   Jul 2023 — Present · Columbia, MO, US

   My talent, background and passion to educate and guide folks who are approaching or who are Medicare eligible are aligned with the goals and vision of the two founders of Accounting Plus and Insurance Plus. Super excited to assist our clients as well as those in Columbia and Mid- MO.

Education

• Longview Community College

  Business Administration and Management, General