Lee Allan
Health Plan Advisor
- Role
- Health Plan Advisor (Temporary Position) at Anthem Blue Cross and Blue Shield
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Lee Allan
I have always had a passion and great instincts for marketing. At 12 I had a paper route;…
Experience
Health Plan Advisor (Temporary Position)
Anthem Blue Cross and Blue Shield
Oct 2018 — Present · Los Angeles, CA, US
Improve retention with existing Anthem customers. Upsell and cross sell additional dental, vision, life, supplemental and Teledoc plans in customer service center. Quick customer issue resolution explaining value of health plans.(Salesforce CRM, Microsoft Office) Life and Health Agent (License #0L86866)
Education
Pepperdine Graziadio Business School
MBA Program (Not completed), Management
1980 — 1982
UCLA
Certificate Program, Marketing and New Media
2013 — 2015
Johns Hopkins Bloomberg School of Public Health
Certificate, Contact Tracing
2020 — 2020
Rider University
BS, Marketing
1976 — 1980
Skills
- Series 6
- Mutual Funds
- Marketing Communications
- Customer Engagement
- Crm
- Sales
- Online Advertising
- Investment Strategies
- Alternative Investments
- Video
- Marketing
- Securities
- Digital Video
- Series 7
- Strategic Partnerships
- Building Relationships
- Investments
- Digital Marketing
- Lead Generation
- Email Marketing
- Client Development
- Investment Advisory
- Finra
- New Media
- Mobile Marketing
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