Cinia Montoya
Corpus Christi,TX
Summary
Results-driven insurance agent with expertise in client education and compliance. Recognized for leading outreach initiatives and enhancing member satisfaction, ready to leverage extensive experience to support organizational growth and operational excellence.
Knowledgeable Insurance Sales with comprehensive background in insurance sales and client relationship management. Proven success in developing tailored insurance solutions and efficiently handling policy administration. Demonstrated skills in risk assessment and customer service excellence.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Insurance Agent
Clarich Insurance Inc
Corpus Christi, TX
07.2000 - Current
- Developed tailored insurance solutions to meet diverse client needs.
- Conducted thorough policy reviews to ensure compliance with industry regulations.
- Educated clients on coverage options and claims processes, enhancing their understanding.
- Mentored junior agents, fostering professional growth and improving team performance.
- Facilitated Medicare enrollment processes, ensuring compliance with federal regulations and guidelines.
- Educated potential beneficiaries on available plans, benefits, and eligibility requirements.
- Utilized electronic enrollment systems to streamline application submissions and track progress.
- Collaborated with healthcare providers to resolve enrollment issues and enhance member satisfaction.
- Led outreach initiatives to increase awareness of Medicare options within the community.
- Mentored junior staff in best practices for customer interaction and problem resolution during the enrollment process.
- Supported team members in achieving departmental goals by sharing knowledge and expertise on best practices for Medicare enrollment processes.
- Maintained a high level of accuracy by conducting thorough reviews of enrollment applications, ensuring compliance with CMS regulations.
- Provided exceptional customer service during application submission, addressing any concerns or issues promptly and professionally.
- Managed a high volume of applications while maintaining attention to detail and adhering to tight deadlines.
- Contributed to an inclusive team environment by actively participating in meetings and offering valuable insights based on personal experience within the role.
- Maintained strict confidentiality of member information, adhering to HIPAA guidelines and company privacy policies.
- Handled escalated member cases with professionalism, working diligently towards a satisfactory resolution.
General Manager
The Brokerage, Inc
Corpus Christi, TX
04.2012 - 03.2014
- Served as a subject matter expert and mentor, conducting training sessions in compliant presentation structures, scope of appointment rules and enrollment workflows.
- Recruited and managed 14 junior agents.
- Maintained a 100% compliant sales record.
- Led cross-functional teams in executing sales initiatives, achieving company growth objectives.
- Established key performance indicators to monitor operational effectiveness and drive continuous improvement.
- Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
UHC ICA
United Health Care
Corpus Christi, TX
02.2010 - 03.2012
- Exclusive to United Health Care Medicare Advantage plans.
- Cultivated a robust pipeline through grassroots community outreach, educational seminars and strategic partnerships with senior centers, and local faith-based organizations.
- Built a book of business of over 600 clients
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Demonstrated respect, friendliness, and willingness to help wherever needed.
- Organized and detail-oriented with a strong work ethic.
Aflac District Manager
Aflac
Corpus Christi, TX
04.2006 - 06.2008
- Recruited and managed 28 junior agents to market Aflac ancillary products
- Marketed to small business for employee benefits
- Developed and executed localized territory sales plans expanding market share by 280% in the first year
- Mentored district leaders, fostering skill development and improving team effectiveness in achieving goals.
- Conducted regular performance evaluations, providing feedback to drive continuous improvement among junior agents
- Spearheaded training programs focused on product knowledge and sales techniques for agents in the district.
- Boosted employee morale by creating a positive work environment that encouraged teamwork, collaboration, and professional growth opportunities.
- Fostered an environment of open communication between management teams across the district to share best practices in operations optimization and problem-solving techniques.
- Achieved consistent revenue growth by identifying new business opportunities and expanding existing client base within the district.
Education
No Degree - Accounting
Del Mar College
Corpus Christi, TXSkills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Client retention
Accomplishments
- Achieved district sales quota by completing 280% increase in the first year.
- Supervised team of 28 junior agents.
Certification
- General Lines License - Life Accident & Health. July 2000 to present.
Languages
English
Full Professional
Spanish
Native or Bilingual
Timeline
General Manager
The Brokerage, Inc
04.2012 - 03.2014
UHC ICA
United Health Care
02.2010 - 03.2012
Aflac District Manager
Aflac
04.2006 - 06.2008
Insurance Agent
Clarich Insurance Inc
07.2000 - Current
No Degree - Accounting
Del Mar College