Hi, I’m
Cindy Garcia
Insurance- Group Benefits
San Diego,Ca
Summary
Results-driven insurance professional with 10+ years of experience in health, Medicare, and life insurance. Demonstrated success in achieving high quota conversion while remaining compliant. Proven ability to increase sales through upselling techniques and additional services, ensuring client retention. Seeking a challenging position to utilize skills and drive sales in a fast-paced environment.
Overview
10
years of professional experience
2
Languages
Work History
Paychex Inc
GROUP HEALTH & BENEFITS AGENT (BROKER)
12.2020 - Current
Job overview
- Generated a healthy pipeline through diverse marketing campaigns using email, phone, and text
- Exceeded monthly/quarterly quota expectations by surpassing weekly client appointments
- Collaborated with multiple partners including implementation, general agencies, retirement specialists, HR, and payroll specialists
- Maintained an organized book of business using Salesforce, Trello, Outlook, Excel, and other tools
- Developed internal relationships to expand the client base
- Wrote and processed sales contracts professionally, ensuring compliance with business owners, HR reps, controllers, and employees
- Utilized knowledge of insurance principles, policies, and procedures to make decisions on risk assessment
- Evaluated applications to determine insurance coverage and appropriate risk classifications
- Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications
- Passionate about learning and committed to continual improvement.
EHealth
MEDICARE SPECIALIST
01.2019 - 01.2020
Job overview
- Assisted in placing seniors in 'best fit' supplement plans
- Handled all major carriers for both Medicare Medigap and Medicare Advantage plans
- Demonstrated ability to convert high call volume at over 30%
- Ranked as a top 5 agent for OEP (open enrollment)
- Consistently surpassed daily and monthly goals
- Identified cross-selling opportunities resulting in a strong and healthy pipeline throughout the fiscal year
- Utilized platforms such as Salesforce and medicare.gov for efficient operations
- Followed guidelines when reviewing applicant data to determine eligibility for economic assistance
- Reviewed applications for different aid programs and determined which qualification criteria for individuals
- Worked effectively in fast-paced environments.
SELECTQUOTE
ACCOUNT MANAGER
01.2016 - 01.2019
Job overview
- Managed and closed telephonic/electronic leads nationwide
- Maintained a highly active pipeline while increasing incoming policies by over 20% of quarterly objectives
- Generated additional unplanned premiums through cross-selling and upselling policies by analyzing client needs
- Regularly recognized for exceeding premium and cross-selling goals while maintaining compliance
- Consistently surpassed quarterly ROI goal of 100% by 15%-20%, resulting in a higher agent tier
- Generated over $1.1 million in premium sales for SelectQuote annually
- Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
Education
Boise State UniversityBoise, ID
Some College (No Degree)
Mission Hills High SchoolSan Marcos, CA (San Diego)
High School Diploma
Skills
- Email Campaigns
- Customer Needs Assessments- Virtual and In Person
- Strategic Initiatives
- Program Customization
- Health Insurance Industry Knowledge
- Referral Generation
- Accounts Payable and Accounts Receivable
- Consultative Sales Approach
- Identifying Opportunities
- Go To Market Approach
Languages
Spanish
Native or Bilingual
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
GROUP HEALTH & BENEFITS AGENT (BROKER)
Paychex Inc
12.2020 - Current
MEDICARE SPECIALIST
EHealth
01.2019 - 01.2020
ACCOUNT MANAGER
SELECTQUOTE
01.2016 - 01.2019
Boise State University
Some College (No Degree)
Mission Hills High School
High School Diploma
Similar Profiles
Nicholas FerrandinoNicholas Ferrandino
Director of Sales at Paychex IncDirector of Sales at Paychex Inc
Ryan ReinhartRyan Reinhart
Inside Sales Representative - PEO at Paychex IncInside Sales Representative - PEO at Paychex Inc
Bryankeith HenryBryankeith Henry
Boat Labor at Paychex IncBoat Labor at Paychex Inc
Sierra PostellSierra Postell
Payroll Coordinator at Paychex IncPayroll Coordinator at Paychex Inc
Ayleen Guadalupe Prado GuzmanAyleen Guadalupe Prado Guzman
Jack N the Box at Sonia MartinezJack N the Box at Sonia Martinez