Carlos Stephens
Coral Springs,Florida
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
Work History
2-15 Licensed Health and Life Insurance Agent
Independent Contractor
08.2019 - Current
- Using consultative methods to help individuals and families obtain necessary health insurance coverage.
- Licensed in 28 states and contracted with major carriers such as United Healthcare, Humana, Aetna, Blue Cross Blue Shield. Expertise in Medicare, Marketplace, and other federally funded health insurances and assistance programs.
- Maintain high ethical and compliant standards of client service, following Center for Medicare and Medicaid Services (CMS) guidelines, regulations, policies, and procedures.
- Utilize proven retention practices to retain client book of business.
- Regularly attend and participate in continuing education courses, workshops, and networking events.
Admissions Advisor
Kaplan Higher Education Corporation
01.2009 - 08.2019
- Enhanced overall student satisfaction by providing exceptional customer service and guidance throughout the admissions process.
- Worked with financial aid office to verify student's' applications and discuss payment options.
- Served as a positive ambassador for our institution by maintaining a professional demeanor and demonstrating genuine enthusiasm for the programs and services offered.
- Consistently met and exceeded student enrollment, start and matriculation goals.
- Received Top Dog Award for most enrollments and starts of January 2009 new-hire class.
- Served as Team Lead and Mentor for entirety of tenure.
- Completed Kaplan Admissions Management Program of 2010.
- Served as Associate Director of Admissions during organization restructuring.
- Designed, facilitated, and delivered admissions advisor continuing education and best practices training sessions and learning materials.
Education
Master of Science - Industrial And Organizational Psychology
Purdue University Global
12.2023
Bachelor of Science - Information Technology And Applied Systems
Kaplan University
Skills
- Building Relationships
- In-depth product knowledge
- Client Service
- Client Account Management
- Needs Assessment
- Client Retention
- Client Education
- CRM Software
- Administrative Functions
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
2-15 Licensed Health and Life Insurance Agent
Independent Contractor
08.2019 - Current
Admissions Advisor
Kaplan Higher Education Corporation
01.2009 - 08.2019
Master of Science - Industrial And Organizational Psychology
Purdue University Global
Bachelor of Science - Information Technology And Applied Systems
Kaplan University
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