Clarissa Guzman
West Palm Beach,FL
Summary
Knowledgeable Life and Health Insurance Agent with solid foundation in life insurance policies, Health Policies and client relationship management. Proven ability to guide clients through complex decision-making processes and drive policy sales. Demonstrated skills in risk assessment and strategic planning.
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Licensed Health and Life Insurance Agent
Trusted Healthcare Group
08.2023 - 01.2024
- Assisting and enrolling clients into their Medicare Advantage plans, verifying clients eligibility utilizing CMS/MARx, verifying clients medications, doctors and specialists/doctors and or providers.
- Improved client retention rates by offering tailored policy recommendations that met their unique requirements and goals.
- Built long-term relationships with clients by offering attentive service and ongoing support for their life insurance needs.
- Maintained up-to-date knowledge of industry regulations, trends, and products to best serve client needs.
- Consistently exceeded individual sales targets while contributing to overall team success in meeting company goals.
- Utilized effective time management skills to manage a large client portfolio efficiently without sacrificing quality of service or attention to detail.
- Simplified complex insurance concepts for clients, facilitating informed decision-making.
Licensed Health Insurance Agent
Medicare Direct
10.2021 - 01.2023
- Health Insurance Agent helping clients with enrolling into their preferred Medicare Advantage Plans
- I successfully submitted 180+ policies during 2021 AEP
- Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
- Educated clients on insurance policies and procedures.
- Increased client satisfaction by efficiently addressing their insurance needs and providing personalized solutions.
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Handled escalated customer concerns promptly and professionally, resolving issues to the client''s satisfaction.
- Maintained up-to-date knowledge of industry trends and regulatory changes, providing accurate advice to clients and staying ahead of competitors.
Life Insurance Agent
Primerica
03.2019 - 10.2021
- Met with customers to provide information about available products and policies.
- Conducted thorough risk assessments on potential clients, accurately determining appropriate policy rates and terms.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Analyzed customer needs to provide customized insurance solutions.
- Finalized sales and collected necessary deposits.
- Provided coverage option information to assist clients in protecting assets.
- Increased client satisfaction by providing personalized and knowledgeable life insurance consultations.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Medical Assistant (FT)
Riverbend Medical Group
08.2014 - 12.2018
- Sanitized, restocked, and organized exam rooms and medical equipment.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
- Obtained client medical history, medication information, symptoms, and allergies.
- Obtained and documented patient medical history, vital signs and current complaints at intake.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Performed medical records management, including filing, organizing and scanning documents.
- Prepared lab specimens for diagnostic evaluation.
- Completed EKGs and other tests based on patient presentation in office.
- Collected and documented patient medical information such as blood pressure and weight.
- Built strong relationships with patients through effective communication skills that foster trust in the clinic''s commitment to quality care.
- Maintained a safe and clean clinical environment by adhering to infection control guidelines and disposing of biohazardous waste properly.
- Facilitated seamless patient care with thorough and accurate documentation of medical histories, vital signs, and medications.
- Boosted patient satisfaction by providing compassionate care and promptly addressing needs during visits.
- Performed phlebotomy tasks efficiently while ensuring minimal discomfort for patients during blood collection procedures.
- Ensured patient safety and comfort during examinations, effectively addressing concerns and answering questions.
- Taught patients about medications, procedures, and care plan instructions.
Medical Assistant
Advance Internal Medicine Care
03.2014 - 06.2014
- Obtain vital signs, perform EKG's and phlebotomy, administer vaccines, scheduling appointments, obtaining prior authorizations from health insurance companies, HEDIS/ADL questionnaire obtained and recorded, transcribing and data entry
- Collaborated with medical and administrative personnel to maintain patient-focused, engaging, and compassionate environment.
Medical Assistant
Lakeland Regional Cancer Center
01.2014 - 03.2014
- Roomed patients, Measured vital signs, Prepared charts, Scheduled appointments, Scheduled labs, Verified insurance, billing and coding, Called in medication refills to pharmacies, Restocked patient rooms as well quarterly QI
- Assisted physicians with minor surgeries, including preparing operating room and sterilizing instruments.
- Built strong relationships with patients through effective communication skills that foster trust in the clinic''s commitment to quality care.
- Enhanced clinic efficiency by assisting physicians with routine procedures and diagnostic tests.
- Coordinated patient referrals to specialists or other healthcare providers as needed for comprehensive care management plans.
- Explained procedures to patients to reduce anxieties and increase patient cooperation.
- Maintained strict adherence to infection control protocols by following proper sterilization techniques for medical equipment.
- Collaborated with medical and administrative personnel to maintain patient-focused, engaging, and compassionate environment.
Certified Medical Assistant/ Epic Super User
Holyoke Medical Center
10.2010 - 01.2013
- Room patients, Obtain vital signs, perform ekg's, prepare injections, schedule appointments, icd-9 Billing and coding, obtain prior authorizations from health insurance companies, record med history in EMR, abstract charts in EPIC, train and coordinate meetings for EPIC Super Users
- Oriented and trained new staff on proper procedures and policies.
- Enhanced clinic efficiency by thoroughly documenting patient information and updating electronic health records.
- Collaborated with medical and administrative personnel to maintain patient-focused, engaging, and compassionate environment.
- Taught patients about medications, procedures, and care plan instructions.
- Promoted office efficiency, coordinating charts, completing insurance forms, and helping patients with diverse needs.
Certified Medical Assistant
Cooley Dickinson Hospital
05.2008 - 10.2008
- Performed pre-operative testings for patients such as phlebotomy, EKG's as well as obtain vital signs, schedule appointments, coordinate with surgical bookers, obtain prior authorizations from patient health insurance companies as well as call patients with dates, times and info pertaining to surgery.
- Sanitized, restocked, and organized exam rooms and medical equipment.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Obtained and documented patient medical history, vital signs and current complaints at intake.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
- Completed EKGs and other tests based on patient presentation in office.
- Assisted physicians with various procedures, ensuring comfort and accuracy for optimal patient outcomes.
- Prepared lab specimens for diagnostic evaluation.
- Reduced wait times for patients by maintaining an organized schedule and swiftly preparing examination rooms.
- Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.
- Conducted preliminary patient evaluations measuring weight, temperature and blood pressure.
M.A./Phlebotomist/Case Manager
Brightwood Health Center
06.2002 - 08.2008
- Perform phlebotomy, obtain vitals, perform EKG's, interpret for Spanish speaking patients, file medical records, abstract charts, schedule appointments, call in prescription refills to pharmacies for patients as well assist in obtaining resource information for housing assistance for patients
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Established team priorities, maintained schedules and monitored performance.
Medical Assistant
Hampshire OB/GYN
10.2006 - 05.2008
- Room patients, prepare exam rooms for procedures such as Pap smears, D&C's, IUD's & other procedures, collect specimen and send out to lab
- Obtained and documented patient medical history, vital signs and current complaints at intake.
- Collected and documented patient medical information such as blood pressure and weight.
- Maintained a safe and clean clinical environment by adhering to infection control guidelines and disposing of biohazardous waste properly.
- Assisted physicians with minor surgeries, including preparing operating room and sterilizing instruments.
- Boosted patient satisfaction by providing compassionate care and promptly addressing needs during visits.
Education
Certified And Registered LPN - Nursing
Brandford Hall Career Institute
Springfield, MA06.2001
Skills
- Microsoft Office
- Outstanding organizational skills
- Critical thinking, Problem solving, Results-orientated
- Strong communication skills
- Insurance Verification skills
- Transcribing
- Interpreting for Clients
- Filing
- Insurance policy sales
- Upselling strategies
- Client service
- Extensive knowledge of Medical Terminology
- Needs assessment
- Medical Records
- Phlebotomy
- Injections
- Vital Signs
- Venipuncture
- Receptionist
Certification
- Certified Medical Assistant, 01/01/01, Present
- CPR Certification, 03/01/19, 03/01/22
- Life Insurance License, 02/01/20, Present
- Driver's License, 02/01/22, 04/01/30
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Assessments
- Sales skills, Proficient, 11/01/20
- Influencing and negotiating with customers, Proficient
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Interests
- Youth mentor, providing guidance and support to empower the next generation of leaders
- Getting involved in local advocacy groups to promote positive change in the community
Timeline
Licensed Health and Life Insurance Agent
Trusted Healthcare Group
08.2023 - 01.2024
Licensed Health Insurance Agent
Medicare Direct
10.2021 - 01.2023
Life Insurance Agent
Primerica
03.2019 - 10.2021
Medical Assistant (FT)
Riverbend Medical Group
08.2014 - 12.2018
Medical Assistant
Advance Internal Medicine Care
03.2014 - 06.2014
Medical Assistant
Lakeland Regional Cancer Center
01.2014 - 03.2014
Certified Medical Assistant/ Epic Super User
Holyoke Medical Center
10.2010 - 01.2013
Certified Medical Assistant
Cooley Dickinson Hospital
05.2008 - 10.2008
Medical Assistant
Hampshire OB/GYN
10.2006 - 05.2008
M.A./Phlebotomist/Case Manager
Brightwood Health Center
06.2002 - 08.2008
- Certified Medical Assistant, 01/01/01, Present
- CPR Certification, 03/01/19, 03/01/22
- Life Insurance License, 02/01/20, Present
- Driver's License, 02/01/22, 04/01/30
Certified And Registered LPN - Nursing
Brandford Hall Career Institute
Similar Profiles
Ann Marie Viray, PTAnn Marie Viray, PT
Home Health Physical Therapist at Trusted Healthcare, INCHome Health Physical Therapist at Trusted Healthcare, INC
Lacey Jo WegnerLacey Jo Wegner
Travel Nurse, Labor and Delivery at AYA, Host Healthcare, & Trusted HealthTravel Nurse, Labor and Delivery at AYA, Host Healthcare, & Trusted Health
Alejandra G GonzalezAlejandra G Gonzalez
Registered Nurse, PACU at Trusted Resource Associates/ Tenet HealthcareRegistered Nurse, PACU at Trusted Resource Associates/ Tenet Healthcare