Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Claribel Castro

Claribel Castro

Miramar,Florida

Summary

Certified in all 50 U.S. states, I bring extensive experience in facilitating the application and processing of health insurance sales for individuals and large group accounts. Throughout my career, I have consistently demonstrated an exceptional ability to accurately manage company sales processes and assist underwriters by effectively communicating with customers to gather necessary information. My strength lies in delivering high-quality customer service through open and timely communication, as well as educating customers on our company's products and services. Guiding customers through the sale and application/scheduling process is second nature to me, as I am highly focused and results-oriented in supporting them through various communication methods. Rest assured, I am dedicated to ensuring that each customer finds and purchases the correct product or service that best suits their needs.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Inside Sales LICENCE INSURANCE Representative

Medicare Transition Services
01.2018 - 04.2025
  • Answered incoming calls as well as outbound calls
  • Educated individuals about features and benefits of Medicare.
  • Assisted with the plan enrollment applications
  • Follow-up within emails, and call back calls aid in completing enrollment forms
  • Verify medicare eligibility in marx system, follow up when prospect were approved for medicare to assist with enrollment applications
  • Follow up with members three weeks after enrollment to address any question; ensure they received their id card and provide additional products available
  • Contacted current Medicare eligible colleagues to compared Medicare options and cost

Sales Consultant Representive

Dun & Bradstreet
01.2017 - 01.2018
  • Created leads in sales force of new clients and products sold
  • Answered incoming calls, of new customers requesting information on our products
  • Contacted clients requesting information products from our site
  • Conducted sixty cold calls per day to offer products business lines of Dun &Bradstreet
  • Created contracts of products sold for clients to signed
  • Presented the best product to businesses according to need analysis

Inside Sales License representative

WellCare Health Insurance
01.2016 - 01.2017
  • Make outbound calls to current members
  • Set up appointments for eligible members, introduce other lines of business and enhanced benefits available to discuss better options of benefits by changing over to other plans available
  • Maintained friendly and professional customer interactions at all times
  • Exceeded targeted sales goals on regular basis
  • Assisted outside agents on Medicare savings programs, and Medicare low income subsidy levels

Client Telesales Specialist - Directed Marketing Department

Humana Health Insurance
01.2005 - 01.2015
  • Facilitated the sale of company products and services to clients in various locations around the country focusing on providing exemplary customer experiences while efficiently completing sales and application processes
  • Worked closely with clients and other agents to guide clients through the decision making and application processes, keeping communications open and timely to procure needed information for the underwriting process
  • Educated customers about health insurance policies and insurance services offered by the company including vision and dental plans, guiding them through the decision making and service purchasing processes
  • Collaborated with other agents to complete the underwriting process, gathering the necessary information and assisting in processing the applications
  • Managed communications with applicants of all statuses to acquire needed information to continue processing applications, provided the customer with application status updates, and kept open communications with applicants

Front Desk Clerk

Courtyard By Marriott
01.2000 - 01.2006
  • Represented the company as the first point of contact for customers through phone and in-person support in the company’s reservation scheduling and customer service operations
  • Established relationships with customers focused on maintain a positive customer experience and resolving company issues
  • Coordinated customer accommodations booking, providing phone and in-person support to guests including scheduling and issue resolution focused on improving the customer’s experience
  • Managed the scheduling of room bookings over the extended future of the facility, processing transactions through the company’s booking system, and enabling management to analyze projections to forecast future incomes and staffing needs

Member Services Representative

Compbenefits Corporation
01.2003 - 01.2005
  • Managed group insurance plan enrollments for large customer accounts, ensuring timely information updates to account information
  • Pursued new business leads and coordinated the sale and enrollment processes for new accounts
  • Coordinated the sale and billing of group insurance policies for large company accounts, managing communications and providing application assistance
  • Managed billing processes including modifying group invoices, processing renewals and new enrollments, and updating existing accounts with new information new plan codes

Accounts Payable/Accounting Representative

Honda Finance
01.2000 - 01.2001
  • Managed group insurance plan enrollments for large customer accounts, ensuring timely information updates to account information
  • Pursued new business leads and coordinated the sale and enrollment processes for new accounts
  • Reconciled customer financial accounts, processing financial transactions, and developing reports on for company management to assess customer account statuses
  • Reviewed customer accounts ensuring that all outstanding debts were paid, processed, and accounted for before releasing titles to be full paid and processed
  • Coordinated reporting and processing of bank deposits, keeping accurate records of all transactions and ensuring that deposits were completed securely

Education

Business Clerical Trade Certificate -

Turner Job Corp Center
Albany, Georgia

High School -

Miami Carol City Senior High School
Carol City, Florida
01.1997

Skills

  • Quotes and sales
  • Customer follow-up
  • Client needs analysis
  • Goal-oriented mindset
  • Data entry
  • Resilience under pressure
  • Health insurance
  • Licensed insurance agent
  • Insurance sales strategy
  • Attention to detail
  • Problem-solving abilities
  • Multitasking
  • Reliability
  • Excellent communication
  • Critical thinking
  • Active listening
  • Effective communication
  • Adaptability and flexibility
  • Verbal and written communication
  • Customer engagement
  • Relationship building
  • Insurance sales

Certification

Florida Health Insurance Agent License, #PO13136, Licensed in all 50 US States

Languages

Spanish
Native or Bilingual

Timeline

Inside Sales LICENCE INSURANCE Representative

Medicare Transition Services
01.2018 - 04.2025

Sales Consultant Representive

Dun & Bradstreet
01.2017 - 01.2018

Inside Sales License representative

WellCare Health Insurance
01.2016 - 01.2017

Client Telesales Specialist - Directed Marketing Department

Humana Health Insurance
01.2005 - 01.2015

Member Services Representative

Compbenefits Corporation
01.2003 - 01.2005

Front Desk Clerk

Courtyard By Marriott
01.2000 - 01.2006

Accounts Payable/Accounting Representative

Honda Finance
01.2000 - 01.2001

Business Clerical Trade Certificate -

Turner Job Corp Center

High School -

Miami Carol City Senior High School
Claribel Castro