JOSHUA FREGIA
Fancy Gap
Summary
Driven professional with proven Medicare Telesales background. Committed to exceeding goals and expectations, while maintaining a consumer centered focus.
Overview
9
9
years of professional experience
1
1
Certification
Work History
DTC Speciality Advisor Agent
United Healthcare
06.2024 - Current
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
- Consistently performed above sales expectations, while maintaining above average compliance standards.
- Used needs based selling model to deliver market differentiated experience, earn trust, and generate referral and repeat business.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Transformed client financial outcomes by integrating advanced analytical tools into investment decision-making process.
- Developed strong relationships with clients through regular communication and excellent customer service.
DTC Medicare Team Lead
United Healthcare
08.2021 - 06.2024
- Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
- Trained new team members by relaying information on company procedures and needs based selling model.
- Developed monthly and daily production goals to exceed company goals & assist as many consumers as possible.
- Audited team performance and compliance with live monitoring and recorded calls to ensure needs based selling & consumer centered conversations.
- Built strong relationships with employees through positive attitude and attentive response.
Sales Associate
General Nutrition Centers
07.2021 - 08.2022
- Prepared merchandise for sales floor by pricing or tagging.
- Engaged with customers to effectively build rapport and lasting relationships.
- Used the consultative sales model to make recommendations based on consumer needs
- Delivered world class consumer experience by making additional product recommendations to improve client results
Material Damage Claims Adjuster
National General Insurance Company
01.2021 - 07.2021
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted consumers through the entire claims process from start to finish, maintaining efficiency and customer service.
- Gathered all necessary data to ensure accurate payments to necessary parties.
- Took statements and gathered all evidence required to ensure fair and accurate liability decisions.
Sales Manager
Allstate Insurance Company
09.2020 - 01.2021
- Improved sales processes to streamline customer acquisition and onboarding strategies.
- Monitored metrics and marketing investments to assess performance and implement continuous improvements.
- Identified, hired and trained highly-qualified staff by teaching best practices, procedures and sales strategies.
- Coached employees to the consultative sales model and encouraged cross-selling to drive revenue.
- Delivered engaging sales presentations to new clients, explaining technical information in simplified language to promote features and increase client base.
M&R Senior Portfolio Agent (External)
United Healthcare Medicare And Retirement
09.2019 - 09.2020
- Assist consumers in finding the right Medicare plan through the consultative sales model both telephonically and through appointment
- Perform educational and sales meetings within the community to drive sales
- Service existing clients through virtual and written outreach
- Lead generation through grassroots marketing within the community
Business Development Manager
United Healthcare Medicare and Retirement
05.2019 - 09.2019
- Lead team of 250 field agents in Central Washington Market
- Developed strong team environment through relationship building
- Problem solved through market nuances and unforeseen challenges
- Streamlined operational efficiencies by delivering recommendations for knowledge-base processes and procedures
- Coached agents through the consultative sales model to deliver a world class consumer experience
Telesales Vendor Subject Matter Expert
United Healthcare Medicare And Retirement
06.2018 - 05.2019
- Assist in driving 200 vendor telesales agents to monthly goals with focus on quality
- Review calls and remote monitor in order to recognize areas of opportunity
- Coach agents to the consultative sales model through one on ones and live feedback
- Performed 103% above goal for AEP 2018
- Work with functional areas to improve design and training materials
M&R Senior Telesales Portfolio Agent
United Healthcare Medicare And Retirement
06.2016 - 06.2018
- Assist prospects in finding the right Medicare policy through needs based selling
- Assist fellow agents with following compliance
- Top Performer throughout 2016 - 2017 AEP seasons
- Generated 1189.2 total enrollments for 2017
- TE% average for the year was 23% and overall PO% was 33%
- Consistent high quality scores
Education
East Surry High School
Pilot Mountain, NCGeneral Education and Business Management
Appalachian State University
Boone, NCPre Physical Therapy
Surry Community College
Dobson, NCSkills
- Strong work ethic and desire to progress
- Ability to cohesively work among a team
- Excellent relationship building skills
- Strong ability to learn and adapt
- Proficient in needs based selling model
- Passion for assisting consumers and delivering an excellent experience
Certification
Currently holds active health, Medicare supplement, property, and casualty licenses.
References
- Bradley Meadows - Associate Director - Producer Help Desk at UnitedHealth Group (540.915.4190)
- Kathryn Berry Wright - Director at UnitedHealth Group (540.589.5544)
- Matthew Hutchinson - Direct Sales Agent at Anthem (540.986.8224)
Timeline
DTC Speciality Advisor Agent
United Healthcare
06.2024 - Current
DTC Medicare Team Lead
United Healthcare
08.2021 - 06.2024
Sales Associate
General Nutrition Centers
07.2021 - 08.2022
Material Damage Claims Adjuster
National General Insurance Company
01.2021 - 07.2021
Sales Manager
Allstate Insurance Company
09.2020 - 01.2021
M&R Senior Portfolio Agent (External)
United Healthcare Medicare And Retirement
09.2019 - 09.2020
Business Development Manager
United Healthcare Medicare and Retirement
05.2019 - 09.2019
Telesales Vendor Subject Matter Expert
United Healthcare Medicare And Retirement
06.2018 - 05.2019
M&R Senior Telesales Portfolio Agent
United Healthcare Medicare And Retirement
06.2016 - 06.2018
East Surry High School
General Education and Business Management
Appalachian State University
Pre Physical Therapy
Surry Community College
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