Spencer Neeley
Licensed Insurance Broker
- Role
- Health Insurance Specialist at True Choice Llc
- Location
- Salt Lake City, UT, US
- LinkedIn followers
- 500 followers
About Spencer Neeley
I was born in the small town of Payson, Utah and have since lived in the Pleasant Grove…
Experience
Health Insurance Specialist
Sep 2019 — Present · Layton, UT, US
Medicare Benefits AdvisorFacilitate Medicare enrollment, qualify beneficiaries, and analyze individual health needs to make recommendations about Medicare carrier health plans. Leverage communication, analysis, and operations skills to achieve top results.• Increased enrollments 235% YOY through effective communication and follow-through.• Achieved 83% retention rate for enrolled Medicare Beneficiaries by effectively matching plans to individual needs.• Leverage deep understanding of carriers and health plans available in states across the country.• Utilized Salesforce to track carriers, plans, and beneficiaries.
Education
College America
Master's Degree, Information Technology Project Management
2012 — 2013
Utah Valley University
Bachelor, Business Administration and Management, General
2000 — 2004
Skills
- Business Development
- Marketing Management
- Public Speaking
- Higher Education
- Research
- Insurance
- Budgets
- Life Insurance
- Term Life Insurance
- Iras
- Fixed Annuities
- Microsoft Office
- Sales
- Leadership Theory
- Leadership
- Interviews
- Financial Accounting
- Process Improvement
- Financial Analysis
- Human Resources
- Information Management
- Recruiting
- Staff Development
- Long Term Care Insurance
- Employee Benefits
- Training
- Marketing
- Permanent Life Insurance
- Salesforce.com
- Program Management
- Buy-Sell Agreements
- Disability Insurance
- Key Man Life Insurance
- Management
- Team Building
- Strategy
- Marketing Plan Creation
- Teaching
- Medicare Supplements
- Customer Service
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