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Ryan Preston

@ryanpreston

Health insurance agent specializing in Medicare Advantage, delivering compliant, needs-based guidance that boosts enrollment and satisfaction.

United States
Message

What I'm looking for

I’m looking for a customer-first team where I can help people choose the right coverage through compliant, needs-based guidance. I want to keep improving enrollment accuracy, grow referrals ethically, and contribute to a supportive, service-driven culture.

I’m a licensed Health Insurance Agent with over 9 years in insurance, finance, and sales, focused on helping people make clear, confident health coverage decisions. I bring strong benefits analysis and deep Medicare knowledge, and I’m committed to ethical, customer-first service.

At Senior Solutions Insurance, I conduct needs-based consultations for Medicare Advantage, Prescription Drug Plans, and supplemental coverage—building relationships through exceptional follow-up while ensuring compliance with CMS regulations and carrier guidelines. I streamline enrollment applications accurately and efficiently, consistently improving outcomes and reducing errors.

Across previous roles, I’ve helped clients and teams by simplifying complex benefit decisions, resolving complicated benefit issues, and supporting growth through sales strategy and referrals. I’ve demonstrated impact through a 95% error reduction in enrollment processes and a 20% increase in plan enrollments—without losing sight of trust, clarity, and continuous learning.

Experience

Work history, roles, and key accomplishments

SI
Current

Medicare Advantage Sales Agent

Senior Solutions Insurance

Jul 2025 - Present (11 months)

Streamlined Medicare Advantage enrollment processes, reducing enrollment/application errors by 95% within a few months and increasing plan enrollments by 20% within a year. Conducts needs-based consultations, promotes ethical policy sales, and ensures compliance with CMS regulations and carrier guidelines.

HA

Benefits Advisor

Health Insurance Associates

Aug 2024 - Nov 2024 (3 months)

Used Medicare knowledge to analyze hundreds of benefits packages and streamline enrollment, reducing errors by 95%. Promoted and sold 100+ new policies, increasing plan enrollments by 20%, achieving 95% customer satisfaction, and resolving complex benefit issues to reduce escalated complaints.

CU

Credit Union Consultant

Canvas Credit Union

Jul 2023 - May 2024 (10 months)

Processed member transactions including withdrawals, deposits, transfers, payments, wire transfers, and IRA/CD services while staying current through ongoing training. Completed auto and HELOC applications through Temenos, supported closings and NMLS-related tasks, handled notary services and cash, and opened new membership accounts and credit card applications.

LW

Residential Sales Assistant

Lohmiller & Company (Carrier West)

Mar 2013 - May 2023 (10 years 2 months)

Supported existing residential customer accounts by reviewing pricing, increasing sales with parts and equipment, and managing consignment projects and submittals. Handled call center responsibilities including KPI management, quoting and order entry, online order handling, and complaint resolution, with additional warehouse support including order pulling, stocking, inventory discrepancy correcti

Education

Degrees, certifications, and relevant coursework

The State of Colorado Department of Education logoTE

The State of Colorado Department of Education

GED, General Educational Development (GED)

Earned a GED (General Educational Development) credential through the State of Colorado Department of Education.

Tech stack

Software and tools used professionally

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