Anthony Urieta
Deerfield Beach,FL
Summary
Results-driven Insurance Sales Leader with a proven track record of rapid growth and team development within the health insurance industry.
I began my career as an Insurance Agent and was quickly promoted to Trainer and then Manager within three years at Prime Healthcare Options / Vitality Guard Insurance. During my tenure, I helped launch a new office branch, built a Spanish-speaking department, and led a team of 30+ agents across Medicare & ACA
My experience includes:
• Team Leadership & Performance Management
• Medicare, ACA, and Private Insurance Sales
• Launching New Offices & Departments
• Compliance Coaching & Quality Assurance
• Sales Training & Script Development
• Payroll & Administrative Support
• Contracting & Agent Onboarding
• Production Oversight & Strategy Implementation
I specialize in building high-performing teams, improving morale with limited resources, and implementing strategies that increase production and retention.
I am a licensed 2-15 insurance agent in 30+ states and bilingual in English and Spanish, with extensive experience serving diverse markets and scaling sales operations.
Open to leadership, consulting, and growth opportunities within insurance, sales organizations, and expansion-focused companies.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Insurance Sales Manager
Prime Healthcare Options/ Vitality Guard Insurance
Fort Lauderdale, FL
03.2023 - 03.2026
- Promoted from Agent → Trainer → Manager within 3 years
- Coordinated activities of a team of more than 30 insurance agents, ensuring alignment with organizational goals and compliance standards.
- Facilitated the establishment of a new office branch to enhance regional service delivery.
- Contributed to creation and growth of Spanish-speaking sales team to enhance market reach.
- Managed production operations to enhance efficiency in Medicare and ACA sales.
- Assessed compliance through coaching initiatives and conducted thorough quality assurance reviews to ensure adherence to regulations.
- Supported payroll administration and streamlined operational management to enhance efficiency.
- Developed and refined scripts to enhance closing rates.
- Facilitated agent contracting and onboarding processes to enhance team integration.
- Analyzed team dynamics and introduced new approaches to elevate production levels and improve overall morale.
- Oversaw daily team meetings to drive alignment and productivity. Mentored team members to foster professional growth and development. Executed performance reviews to assess contributions and identify areas for improvement.
- Implemented strategies to enhance production output while managing resource limitations.
- Trained and mentored sales team, fostering a culture of high performance and collaboration.
- Oversaw daily operations of the sales department, ensuring alignment with company objectives.
ACA Health Insurance Agent
Enhance Health
Plantation, FL
06.2022 - 01.2023
- Processed and responded to 40-50 inbound calls per day, enhancing customer satisfaction and support.
- Addressed customer service inquiries to enhance client satisfaction and loyalty.
- Maintained comprehensive data entry for reenrollments, supporting administrative efficiency and record accuracy.
- Engaged with clients to ensure a comfortable environment for collecting personal information.
- Executed cross-selling initiatives for dental, vision, and life insurance products, ensuring comprehensive coverage options for clients.
- Educated clients on health insurance options, ensuring informed decision-making.
- Facilitated enrollment processes, streamlining documentation and compliance requirements.
- Analyzed client needs to recommend tailored coverage solutions effectively.
1099 Health Insurance Agent
USHealth Advisors
01.2022 - 06.2022
- Selling the appropriate product to each customer while identifying if they are our target consumer.
- Cold calling potential customers making 500 + calls a day
- Maintaining my personal book of business.
- Collected personal data
- Assisted them through the underwriting process
- Educated clients on health insurance options and benefits to enhance understanding of policies.
- Developed personalized insurance plans based on individual client needs and preferences.
- Cross-sold insurance products to existing clients to reach sales targets.
Package Handler
FedEx
06.2021 - 12.2021
- Unloading/loading trailers
- Managed efficient transportation of 1000+ packages each day across local and state regions.
- Train new employees
- Assembled, sealed and loaded packages into correct trucks.
Host/Server/Busser
Flanagan's Restaurant
04.2019 - 04.2020
- Managed the flow of the restaurant
- Arranged and prepared tables for customers to offer memorable experiences to guests and foster repeat business.
- Bussed and reset tables to keep dining room and work areas clean.
- Answered customers' questions, recommended items and recorded order information.
Busser
California Pizza Kitchen
09.2018 - 04.2019
- Kept close eye on customers to quickly spot leaving guests and clear tables for future patrons.
- Worked quickly, communicated with other staff and always looked for better ways of completing tasks to improve productivity and keep tables ready for incoming guests.
- Collected trash, wiped up spills and removed trays to maintain fresh and clean customer areas.
Education
High School Diploma -
Brookshire High School
San Diego, CA01-2021
Business Office Administration - Business Administration
Florida Career College
Margate, FL11-2022
Skills
- Bilingual communication skills in English and Spanish
- Inbound call management
- Team management
- Effective time management
- Employee supervision
- Proficient in QuickBooks and Microsoft Suite
- Office management
- Project Management
- Business administration
- Administrative support
- Compliance
- Teamwork and collaboration
- Account retention
- Risk management
- Attention to detail
- Multitasking
Certification
- 2-15 License
- AHIP Certified
- FFM Certified
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Insurance Sales Manager
Prime Healthcare Options/ Vitality Guard Insurance
03.2023 - 03.2026
ACA Health Insurance Agent
Enhance Health
06.2022 - 01.2023
1099 Health Insurance Agent
USHealth Advisors
01.2022 - 06.2022
Package Handler
FedEx
06.2021 - 12.2021
Host/Server/Busser
Flanagan's Restaurant
04.2019 - 04.2020
Busser
California Pizza Kitchen
09.2018 - 04.2019
High School Diploma -
Brookshire High School
Business Office Administration - Business Administration
Florida Career College