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
Escondido06-1986
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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