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Tamarie Kaufman

@tamariekaufman

Customer-focused insurance and call center professional with 4+ years driving Medicare enrollment growth and exceptional support.

United States
Message

What I'm looking for

I’m looking for a remote, hybrid, or on-site role where I can educate Medicare beneficiaries, drive enrollment support, and meet KPIs through accurate CRM case management, compliance, and empathetic customer problem-solving.

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

AH

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.

RE

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.

TransUnion logoTR

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.

RE

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.

Concentrix logoCO

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

HG

High School Diploma / GED

High School Diploma / GED, High School

Earned a High School Diploma / GED.

Tech stack

Software and tools used professionally

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