Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tammy Scriven

Murrieta

Summary

Driven and goal-oriented Sales Professional with a proven track record of exceeding targets and delivering strong customer relationships. Skilled in prospecting, lead conversion, and closing deals through consultative selling and solution-based approaches. Adept at identifying client needs, presenting value-driven products or services, and building long-term loyalty. Excellent communication, negotiation, and follow-up skills with a commitment to driving revenue growth and customer satisfaction.

Overview

21
21
years of professional experience

Work History

Sales Agent

Advocate Health Care
Remote
08.2024 - Current
  • Conducted individualized needs assessments to match clients with appropriate Medicare plans, ensuring both compliance and customer satisfaction.
  • Ensured all sales activities followed CMS marketing guidelines and HIPAA regulations, maintaining 100% compliance on all audits.
  • Educated Medicare beneficiaries on their rights, coverage options, and costs, leading to more confident, informed decision-making.
  • Conducted one-on-one consultations and community presentations to explain plan benefits, enrollment periods, and eligibility.
  • Utilized CRM tools such as Salesforce, SunFire, or Connecture to track client interactions, lead status, and follow-up activities.
  • Accurately documented all sales activity and submitted applications through electronic enrollment platforms to streamline processing.

Enrollment Specialist

Cenage
Remote
01.2020 - 08.2024
  • Assisted students with course registration, add/drop requests, and schedule adjustments in accordance with academic policies.
  • Guided new and returning students through the enrollment process, including program selection, credit transfers, and prerequisite verification.
  • Responded to inquiries from students and parents regarding enrollment deadlines, financial aid requirements, and course availability.
  • Maintained knowledge of degree requirements, registration policies, and institutional procedures to better assist students.
  • Partnered with sales agents, case managers, and eligibility teams to streamline onboarding and accelerate enrollment cycles.

Sales Agent

Colonial Penn Life Insurance Company
Remote
07.2015 - 01.2020
  • Followed up with prospects on a regular basis to ensure satisfaction with services provided.
  • Sold and serviced a portfolio of life insurance products, including term life, whole life, universal life, and final expense plans.
  • Conducted personalized needs analyses to recommend appropriate policy types and coverage levels based on clients' financial goals and risk tolerance.
  • Processed and submitted insurance applications, consistently maintaining a high approval rate through accurate and complete documentation.
  • Provided compassionate, responsive service to beneficiaries and families during the claims processes.
  • Utilized CRM systems and lead management tools to track pipeline, follow-ups, renewals, and conversion metrics.

Account Specialist

Imprimis Pharmaceuticals
San Diego
02.2013 - 07.2015
  • Managed full-cycle accounts receivable for a portfolio of 250 client accounts, ensuring timely and accurate invoicing, payment application, and account reconciliation.
  • Researched and resolved customer inquiries regarding billing issues or payment disputes.
  • Developed, updated, and organized Turbo databases for large monthly mail-outs.
  • Reviewed account activity to assess financial status, and resolve discrepancies.
  • Conducted monthly AR reconciliations to ensure ledger accuracy and identify discrepancies requiring escalation or resolution.
  • Contacted clients with overdue accounts via phone, email, and written notices, securing payment arrangements while preserving customer relationships.

Account Manager

Medical Acquisition
Carlsbad
08.2004 - 02.2013
  • Established and nurtured strong professional relationships with attorneys' offices that relied on our services to gather essential case information, including medical records, witness statements, slip-and-fall reports, and motor vehicle reports.
  • Took charge of creating and maintaining client accounts, efficiently determining client eligibility, and orchestrating a highly organized filing system to ensure the accessibility of crucial case documents.
  • Streamlined and organized customer billing accounts while providing invaluable assistance in managing QuickBooks accounts, contributing to financial accuracy and reporting clarity.
  • Handled the intricacies of processing prescriptions for diagnostics, medication, and physical therapy, ensuring seamless communication between the involved parties and expediting.
  • Proactively managed a network of doctors, MRI facilities, and physical therapy providers through Google Maps. Played a key role in recruiting new medical and legal professionals.

Education

Health And Accident License

Upward Bound
06-2024

High School Diploma -

San Pasqual
Escondido
06-1986

Skills

  • CRM management
  • Needs assessment
  • Relationship building
  • Client education
  • Market analysis
  • Customer relationship management
  • Product knowledge
  • Effective communication
  • Attention to detail

Timeline

Sales Agent

Advocate Health Care
08.2024 - Current

Enrollment Specialist

Cenage
01.2020 - 08.2024

Sales Agent

Colonial Penn Life Insurance Company
07.2015 - 01.2020

Account Specialist

Imprimis Pharmaceuticals
02.2013 - 07.2015

Account Manager

Medical Acquisition
08.2004 - 02.2013

Health And Accident License

Upward Bound

High School Diploma -

San Pasqual

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Tammy Scriven