Mikki Crespo

Licensed Medicare and Health Insurance Sales Agent with 10+ years of experience in Medicare Advantage, telesales, customer retention, and compliant enrollments. Proven success conducting needs-based consultations, overcoming objections, and exceeding enrollment goals in remote and call center environments.

Bilingual

English/Spanish professional skilled in CRM systems, outbound sales, and relationship building.

Remote Insurance Sales Agent at HealthPlanOne / Aetna (2025-08 – Present)

• Educate clients on Medicare and health insurance plan options and benefits
• Conduct needs assessments to match members with appropriate coverage
• Utilize CRM systems to manage customer interactions and follow-ups
• Identify cross-selling opportunities while maintaining compliance standards
• Stay current on CMS regulations and product updates

Sales Advisor at Airgas (2025-03 – 2025-07)

• Assisted customers with product selection and sales transactions
• Conducted outbound calls to generate leads and increase sales opportunities
• Maintained strong customer service and product knowledge standards

Telemarketer at Carallel Corporate Call Center (2022-09 – 2025-02)

• Performed high-volume outbound calls in a fast-paced remote call center environment
• Documented customer interactions using CRM software
• Collaborated with team members to improve communication and sales strategies

Medicare Advantage Licensed Benefits Advisor at Health Partners Insurance (2014-08 – 2022-03)

• Educated and enrolled Medicare beneficiaries into appropriate Medicare Advantage plans
• Conducted compliant sales presentations and needs assessments
• Consistently met and exceeded enrollment and performance goals
• Maintained accurate documentation in accordance with CMS and HIPAA regulations
• Built strong relationships with clients through excellent customer service and follow-up

Bilingual Customer Service Representative at AmeriHealth Caritas (2012-12 – 2014-08)

• Assisted members with coverage, claims, and benefit inquiries in English and Spanish
• Resolved customer concerns and escalated issues when necessary
• Supported quality improvement initiatives and member satisfaction efforts

Medical Administrative Assistant in Medical Administration – Lincoln Technical Institute