Andreina Escobar
Katy,TX
Summary
Results-driven insurance sales professional with a strong background in healthcare and risk management. Skilled in building relationships and delivering tailored insurance solutions that enhance client satisfaction and retention. Proficient in conducting risk assessments and creating customized presentations that effectively communicate the value of various insurance options.
Experienced in collaborating with underwriters to negotiate competitive policy terms, ensuring comprehensive coverage for clients. Committed to ongoing professional development and staying current with industry trends to drive sales success.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Primary Care Physician
Corposalud
02.2018 - 02.2019
- Obtain Medical records and perform physical examination.
- Diagnose and treat a wide range of illnesses and injuries.
- Review incoming reports (E.g x-ray, lab, EKG)
- Reduced patient wait times by efficiently managing appointments and prioritizing urgent cases.
Clinical Research Coordinator
Med-Olam Clinical Research
02.2019 - 03.2019
- Followed clinical research protocols and conducted study visits in compliance with ICH/GCP and FDA regulations.
- Monitoring research participants to ensure adherence to study rules
- Screened patient records, databases, and physician referrals to identify prospective candidates for research studies.
- Assessed patients'' eligibility criteria following strict adherence to inclusion/exclusion guidelines.
Infusion Nurse Manager
Houston Rheumatology Insitute
03.2019 - 03.2020
- Coordinate appointments schedule, Maintain accurate patient medical records through eClinicalWorks
- Provided ongoing education for nursing staff on infusion therapy best practices and emerging trends in the field.
- Maintained compliance with regulatory standards through diligent monitoring and reporting practices.
- Educate Patients about medications.
Insurance Broker
Derek Insurance and Investment LLC
03.2020 - Current
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Developed customized presentations highlighting key advantages of recommended insurance options to effectively communicate value propositions to clients.
- Built long-lasting relationships with clients through consistent communication and exceptional customer service.
- Collaborated with underwriters and carriers to negotiate optimal policy terms for clients, ensuring adequate coverage at competitive rates.
- Provided ongoing support to existing clients by addressing inquiries, resolving concerns, and assisting with claims processes when necessary.
- Coordinated with carriers during claim resolution processes to ensure fair settlements for insured parties as quickly as possible.
- Explain features, advantages, and disadvantages of various policies to promote sale of insurance plans.
- Perform administrative tasks, such as maintaining records and handling policy renewals
- Contact underwriter and submit forms to obtain binder coverage
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
- Conducted thorough risk assessments for potential clients to determine appropriate coverage levels and minimize exposure to loss.
Education
M.D. - Medical Surgeon
Universidad De Carabobo
Venezuela02.2017
License - Insurance
Xcel Solutions
Houston, TX03.2020
Skills
- Policy analysis
- Underwriting knowledge
- Insurance sales
- Team training and development
- Risk Management
- Problem-solving abilities
- Organizational Skills
- Claims Handling
- Service Orientation
- CRM Tracking
- Expert Risk Assessment
Certification
- Life and Health Insurance License - Texas/Georgia/Oklahoma/Arizona/Florida/North Carolina Department of Insurance.
- Ethics in the Insurance Industry Certificate-Various Ethics Focused Organizations.
- Property and Casualty License - Texas Department of Insurance.
- CPR/AED Certification
- Certified Surgical Assistant (CSA) - National Commission for the Certification of Surgical Assistants.
- HIPPA Certificate 2022-2025
- Individual Marketplace certification 2021-2025
Languages
English
Full Professional
Spanish
Native or Bilingual
Timeline
Insurance Broker
Derek Insurance and Investment LLC
03.2020 - Current
Infusion Nurse Manager
Houston Rheumatology Insitute
03.2019 - 03.2020
Clinical Research Coordinator
Med-Olam Clinical Research
02.2019 - 03.2019
Primary Care Physician
Corposalud
02.2018 - 02.2019
M.D. - Medical Surgeon
Universidad De Carabobo
License - Insurance
Xcel Solutions