Claudia Garcia
Summary
Experienced Licensed Health & Medicare Agent with 6+ years specializing in Medicare Advantage, Medicare Supplement, and Prescription Drug Plans. Holds an active Florida 2-15 Health & Life License and AHIP certification. Skilled in conducting client needs assessments, recommending appropriate coverage options, and managing compliant enrollments. Known for delivering clear Medicare education and personalized solutions that support informed decision-making and long-term client relationships.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Medicare and Health Insurance Agent | Team Lead
ABS | Alliance Patriot Growth Insurance Services
Jacksonville
08.2019 - 05.2026
- Sold Medicare Advantage, Medicare Supplement, Prescription Drug Plans (Part D), Individual Health Insurance and Ancillary Products.
- Educated clients on Medicare eligibility, enrollment periods, coverage options, and plan benefits.
- Conducted needs assessments to identify client requirements and recommended tailored insurance solutions.
- Assisted clients with Medicare plan selection, enrollment, and ongoing policy support.
- Ensured compliance with CMS regulations, carrier guidelines, and company policies.
- Built and maintained client relationships through personalized service and proactive follow-up.
- Led a team by mentoring and training agents on Medicare and Individual products, sales strategies, compliance requirements, and enrollment procedures.
- Monitored team performance and contributed to achieving and exceeding sales goals.
- Provided coaching and guidance to agents, enhancing their sales performance and improving client satisfaction.
Front Desk Receptionist
Ratliff Real Estate Group
Jasper
09.2018 - 08.2019
- Organized reception area to create clean, welcoming environment for clients and guests.
- Performed administrative tasks including filing, data entry, and document preparation to support office functions.
- Handled incoming calls and directed inquiries to appropriate personnel.
Food Service Staff and Bus Aide
Hamilton County Schools
Jasper
08.2012 - 09.2018
- Executed day-to-day duties accurately and efficiently, ensuring smooth daily operations.
- Ensured compliance with safety regulations during transportation procedures.
Education
High School Diploma -
Pasco County High School
Dade City, FL05-2002
Skills
- Medicare Sales (Parts A, B, C & D)
- CMS & AHIP Compliance
- Needs Assessment & Benefits Explanation
- Sales Techniques
- Client Relationship Management
- Time Management & Adaptability
- Teamwork & Leadership
- Active Listening and Empathy
Languages
English
Full Professional
Spanish
Professional
Certification
- 2-15 Life, Health, and Variable Annuity License
- AHIP
Accomplishments
- Leadership and Excellence Award- (2024)
Timeline
Medicare and Health Insurance Agent | Team Lead
ABS | Alliance Patriot Growth Insurance Services
08.2019 - 05.2026
Front Desk Receptionist
Ratliff Real Estate Group
09.2018 - 08.2019
Food Service Staff and Bus Aide
Hamilton County Schools
08.2012 - 09.2018
High School Diploma -
Pasco County High School