Carolyn Bunch, PAHM

Project Lead

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St. Louis og omegn

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Timeline
About me
President at Health Insurance Advisors
Education
- Moberly High
  -
- Human Resource Certificate Institue
  2009 - 2013
  PHR Human Resources
- American Management Association
  2009 - 2009
  Certificate Human Resources
  Business and Marketing
- Southern Illinois University, Carbondale
  1981 - 1986
  Dean's List, GPA 3.725
- Webster University
  1990 - 1993
  BA Business Dean's List
  Activities and Societies: Focus was on Marketing, I am currently working on my Masters Degree at Webster Business and Marketing
Experience
- WellPoint
  May 1998 - Dec 2006
  Project Lead
  - Individual Insurance Market Sales; Under 65 products and Medicare products- Developed and implemented training on new products and procedures for Internal and External Insurance Agents - Nationwide- Liason to Missouri Department of Insurance for Continuing Education Courses; course development, implementation and presentation- Product Development implementation; ancillary products, under 65 individual health, Medicare Supplements, Medicare Part D, Dental- Legislative change identification and change implementation- National Trainer for new products and legislative compliance- Software development - Design and Testing, Plan Finder- Statistical analysis of sales numbers Show less
- DataServ
  Jan 2007 - May 2010
  Wearer of many hats
  -Admin for Partners Jeff Haller, Kathy Haller and David Berndt-Travel procurement; air, hotel, car both domestic and international arrangements.-Office management; liason between service providers for office services including copier maintenance, vending services, supply procurement-Human Resource - benefit analysis, implementation and administration, Employee wellness, Employee activity coordination, New Employee Onboarding including pre-employment testing, Employee exit processing
- A local agency
  Sept 2010 - Aug 2017
  Individual Sales Executive
  Name of agency intentionally omitted due to non-compete agreement. Specialized in helping others transition into Medicare.Exceeded personal sales goals.Top producer for Medicare products, nationwide recognition.
- Mutual Sales Leaders
  Jan 2014 - Jan 2016
  Qualifier
- Health Insurance Advisors
  Sept 2017 - now
  President
  Working primarily with Financial Planners and their clients, I provide education and consultation regarding the needs for retirees health insurance. It is never too early for clients to be educated and know what they need to do and when they need to do it.
Licenses & Certifications
- Professional, Academy for Healthcare Management
  Academy for Healthcare Management
  Jan 2001
- Life and Health Insurance Producer in 15 states
  Connecticut, Florida, Illinois, Kansas, Louisiana, Missouri, New Jersey, New York, Pennsylvania, Wisconsin
  Jun 1986
Honors & Awards
- Awarded to Carolyn Bunch, PAHM
  Wonderful Notes from my clients - 2015 I love receiving notes from my clients!"I don't worry about not understanding everything about Medicare since I know you have my back" 7/2015" I purchased “travel coverage” for my wife and me, re: our upcoming trip to Ireland. I think the total cost, for both of us, was $114.50! Thanks, again, for your help!!! ""Thanks for all of your help walking me through this process; I still have my ‘senses’ about me and it still seems complicated. I will surely need your help in the… Vis mere I love receiving notes from my clients!"I don't worry about not understanding everything about Medicare since I know you have my back" 7/2015" I purchased “travel coverage” for my wife and me, re: our upcoming trip to Ireland. I think the total cost, for both of us, was $114.50! Thanks, again, for your help!!! ""Thanks for all of your help walking me through this process; I still have my ‘senses’ about me and it still seems complicated. I will surely need your help in the future." 4/2015"Thank you for being so helpful" 4/2015"I am grateful to have you, if I had to do this on my own I would have spent a hundred hours" 3/2015"The first time I called Medicare with questions I was on the phone for an hour and a half. When I called you my questions were answered in five minutes" 3/2015"Why couldn't Medicare be as clear as you?" 3/2015"I really appreciate the fact that you jumped right on this and got the information to me immediately" 1/2015"You are the best. Thank you so much" 2/2015"Thank you. You are awesome" 2/2015"God Love ya Carolyn...you make things so much easier:)" 3/2015 Vis mindre
- Awarded to Carolyn Bunch, PAHM
  2015 and 2014 Mutual Sales Leader Mutual of Omaha
- Awarded to Carolyn Bunch, PAHM
  2016 Wonderful notes from my clients - From one of my referrals "Just thought I’d let you know in (client)’s words……Carolyn has been a gem!" 4-6-16"Just wanted to thank you again for all your help with setting up the medicare for my husband. He got his cards and everything was in place for January 1. Could have never did it without you!1-7-2016 JT"Thank you for your help yesterday. We really appreciate your knowledge and help with regard to our options concerning health care coverage." 2-11-2016Thank… Vis mere From one of my referrals "Just thought I’d let you know in (client)’s words……Carolyn has been a gem!" 4-6-16"Just wanted to thank you again for all your help with setting up the medicare for my husband. He got his cards and everything was in place for January 1. Could have never did it without you!1-7-2016 JT"Thank you for your help yesterday. We really appreciate your knowledge and help with regard to our options concerning health care coverage." 2-11-2016Thank you! so much for all your help.You have certainly made this transition for us so easy with all you great knowledge and kindness. Again Thank you." 2-11-2016 Vis mindre
Volunteer Experience
- Volunteer leader
  Issued by Girl Scouts of Eastern Missouri on Apr 2015
  Associated with Carolyn Bunch, PAHM