Tamarie Kaufman
@tamariekaufman
Customer-focused insurance and call center professional with 4+ years driving Medicare enrollment growth and exceptional support.
What I'm looking for
I’m a customer-focused insurance and call center professional with 4+ years of experience in health insurance sales and inbound/outbound support in high-volume environments. I combine strong policy education with empathetic problem-solving to help customers make confident enrollment decisions.
In my licensed role as an Independent Agent with Advocate Health, I educated beneficiaries on Medicare Advantage, Part D, and supplemental plans, conducted needs assessments, and recommended appropriate coverage options. I also generated leads through outbound calls, referrals, and marketing efforts while maintaining compliance with Medicare and CMS guidelines.
Across TransUnion, Concentrix, and other customer-focused roles, I handled time-sensitive issues with accuracy and empathy, documented interactions, and updated records in CRM systems. I consistently met productivity, quality, and compliance KPIs and supported follow-up communication to ensure customers were fully resolved.
Most recently, I delivered health insurance sales and customer support at Salelytics—performing accurate data entry, meeting enrollment and policy-change needs, and exceeding sales and customer satisfaction metrics. I’m energized by roles where I can protect customer retention, de-escalate complex situations, and turn data into better outcomes.
Experience
Work history, roles, and key accomplishments
Sales & Customer Service Rep
Salelytics
Apr 2024 - Jan 2025 (9 months)
Provided health insurance sales and customer support, assisting customers with plan questions, enrollment, and policy changes. Completed accurate data entry and documentation while meeting sales and customer satisfaction metrics.
Handled high-volume inbound, outbound, and chat customer support, resolving time-sensitive issues with accuracy and empathy. Documented interactions in CRM systems and coordinated with internal teams to meet productivity, quality, and compliance KPIs.
Licensed Independent Agent
Advocate Health
Jan 2023 - Dec 2023 (11 months)
Educated beneficiaries on Medicare Advantage, Part D, and supplemental plans through needs assessments and one-on-one consultations. Generated leads via outbound calls and referrals while maintaining compliance with Medicare/CMS guidelines and supporting client retention.
Customer Service & Sales Rep
ResultCX
Jan 2022 - Dec 2022 (11 months)
Delivered cellular customer service and sales support by resolving billing, service, and technical inquiries. Maintained detailed customer records to support upselling, retention initiatives, and accurate case handling via phone and chat.
Managed high-volume inbound customer service calls, supporting customers with account and service inquiries. Maintained accurate customer data and followed company compliance and quality standards to sustain strong customer satisfaction scores.
Consumer Relations Specialist
Managed high-complexity consumer resolutions in an omnichannel environment while maintaining 95%+ quality assurance scores. Served as a de-escalation lead for sensitive disputes and used advanced CRM queries to resolve time-sensitive requests across internal departments.
Strategic Sales & Client Consultant
Salelytics
Spearheaded health insurance enrollment initiatives and exceeded monthly sales quotas by an average of 15% using consultative selling. Streamlined policyholder onboarding to reduce documentation lag while maintaining 100% data accuracy and used customer feedback trends to improve retention scripts.
Retention & Growth Specialist
ResultCX
Identified upselling opportunities to drive a 10% increase in average revenue per user (ARPU). Directed billing and technical troubleshooting to achieve top-tier first-call resolution rankings and maintained case-management logs for seamless service continuity.
Licensed Medicare Advisor
Engineered personalized coverage portfolios for Medicare Advantage (Part C), Part D, and Medigap solutions. Led high-conversion outbound supplemental-plan lead generation and facilitated educational seminars and one-on-one consultations aligned with CMS and state regulatory standards.
Operations Support Representative
Supported high-volume inbound operations with a focus on KPI optimization, consistently ranking in the top 5% for efficiency. Performed rigorous data entry and account maintenance to uphold integrity of client records.
Education
Degrees, certifications, and relevant coursework
High School Diploma / GED
High School Diploma / GED, High School
Earned a High School Diploma / GED.
Availability
Location
Authorized to work in
Job categories
Skills
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