Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
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Alma Rivera

Kennewick,WA

Summary

Result-oriented insurance professional with 6 years of experience in the Insurance Industry. Demonstrated expertise in insurance policies and sales process. Seeking a challenging position to continuously enhance skills. Fluent in both Spanish and English.

Overview

5
5
years of professional experience

Work History

Insurance Agent

Bloom Insurance -Medicare
remote
02.2024 - Current
  • AHIP 2024 & AHIP 2025, Call Center incoming calls, analyzing clients needs for Medicare & Medicaid, DSNP, check on level Medicaid, upgrade MAPD plans, review SOB, licensed in 15 states, maintain & identify additional needs and customer service work. Help individuals select the right health insurance plan that fits their needs by applying working knowledge of product plans and general Medicare information. Meet monthly sales goals including quality and conversion goals. Assist callers quickly and professionally by fielding inbound calls to sell health insurance plans with Bloom's sales techniques. Place outbound calls for member outreach. Provide accurate information to prospects using Bloom's quality and compliance standards. Communicate effectively with prospects and plan members over the phone, and in-person with co-workers and management personnel. Assist callers requesting information. Perform other duties as assigned. Perform all other duties as assigned.

Insurance Agent

PCFINS/Colorado Insurance
remote
06.2022 - 08.2023
  • Brokerage- P&C CALL CENTER INBOUND CALLS-Added/Deleted/Endorsements/Upgrades on carriers software/systems, Safeco, Travelers, Progressive, Auto Owners, Branch, Encompass, National General, Bristol West, Nationwide, Allstate, State Auto 18+ carriers Set reviews appointments for agents Assisted filing auto & home claims Assisted coworkers with Spanish customers Respond to customers inquiries with compassion & active listening and select the best solution in an efficient manner Maintained & identified additional coverages needed & explained auto & home policies, re-write auto & home policies, resolved billing disputes/issues
    or underwriting issues, upsell products, reinstate policies Answered inbound calls from existing book of business in a fast-paced call center environment, using multiple programs/systems simultaneously to resolve customer needs

Medicare Licensed Insurance Agent

TTEC -Medicare
remote
08.2021 - 03.2022
  • Ranked Top Performer in both sales amount and customer acquisition/ retention rate
    Fulfilled my daily goals stipulated month to month Placed phone calls to prospect new customers Weekly meetings Maintained & identified additional needs for customers to help them upgrade products or services Medicare & Medicare Supplements Licensed with Humana, United Health Care, Wellness, Cigna, Aetna, AARP, Anthem Blue Cross, Kaiser Permanente Licensed in Florida, Michigan, Tennessee, Washington,

Licensed P&C, Life/Health Insurance Agent

Country Financial
Kennewick, WA
01.2020 - 01.2021
  • Selling PC and Life insurance, Long Term Care, Financial solutions, Delivered independent market research and prospection for potential members, business & Partnerships, Canvassing Mortgage Companies, Banks, Networking, Businesses, Advertising Facebook, Radio, Social Media, Counseling & advising prospects & policyholders on matters of insurance, Participating in various incentive programs in communities. Entrepreneurial, self-motivated, and goal driven. Strong communicators with excellent business acumen. Committed to building and maintaining solid connections between their efforts and their rewards. Focused on achieving professional success through securing clients’ trust. Passionate about making positive impacts in their communities.

Licensed Agent Team Member

State Farm
Kennewick, WA
09.2019 - Closed
  • Developed leads, scheduled appointments, identify customer needs, market appropriate products and services, work with the agent-owners establish marketing goals, use a customer-focused needs-based review process to educate customers about insurance options/products. Marketing in community, businesses, bank, apartment complexes, etc. Maintain a strong work ethic with total commitment to success each and every day. Community events, quoting prospects, renewing policies, posting payments, and notarizing settlements, canvassing for new commercial, life, home, auto, and recreational vehicles.

Education

TTEC- Medicare remote
AUGUST 2021-MARCH 2022

Pasco High School
Graduate

COLUMBIA BASIN COLLEGE-ADM STUDIES

Professional Training Center Insurance

Skills

  • B2B 16 years plus
  • Advertising-Facebook, Google Ads, Direct Mail
  • Media purchasing-radio, TV
  • Bilingual Fluently Spanish/English
  • Cold Calling/Prospecting/Canvassing
  • Call Center Exp 10 years plus
  • Medicare/Medicaid AHIP 2024 & 2025 certifications
  • P & C, Life/Health since 2018
  • Banking & Collections Mgr

Personal Information

Title: Insurance Agent

Timeline

Insurance Agent

Bloom Insurance -Medicare
02.2024 - Current

Insurance Agent

PCFINS/Colorado Insurance
06.2022 - 08.2023

Medicare Licensed Insurance Agent

TTEC -Medicare
08.2021 - 03.2022

Licensed P&C, Life/Health Insurance Agent

Country Financial
01.2020 - 01.2021

Licensed Agent Team Member

State Farm
09.2019 - Closed

TTEC- Medicare remote

Pasco High School

COLUMBIA BASIN COLLEGE-ADM STUDIES

Professional Training Center Insurance

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Alma Rivera