Matthew Kerr

Experience

1. Benefit Advisor

   Seniority Benefit Group

   Jul 2013 — Present

   Specialize in helping seniors (65+) and those transitioning into retirement find the right Medicare health plan (i.e. Medicare Supplements, Medicare Advantage, or Prescription Drug plans). Being independent allows to me to view the entire insurance landscape and take an unbiased approach to my advice. My main job is to help guide the my clients to what\'s best for his/her budget and needs.When someone turns 65 or is about to retire, choosing the right Medicare health plan is a difficult and overwhelming task. Our experienced Benefit advisors will guide beneficiaries through this process with personal, one-on-one appointments. Whether we are meeting at our office in Dublin, our client’s home, or other convenient locations our services are offered at no cost to our clients and we will never charge a fee. Once our clients are enrolled in the plan that best fits them, we provide year round customer support including a yearly health plan review.

Education

• Franklin University

  Financial Planning

Skills

• Microsoft Word
• Medicare Prescription Drug Plans
• Time Management
• Marketing Strategy
• Employee Benefits
• Insurance
• Management
• Team Building
• Medicare Advantage
• Cold Calling
• Microsoft Office
• Sales
• Microsoft Excel
• Powerpoint
• Sales Management
• Medicare Part D
• Marketing
• Leadership
• Salesforce.com
• Sales Operations
• Customer Service
• Account Management
• Social Media
• Public Speaking
• New Business Development
• Negotiation
• Business Development