Cecilia M. Calleros Gomez
Orange,CA
Summary
Independent Insurance Sales Agent Representative bringing 17 years managing small Supplemental Insurance Business. Producing, prospecting and enrolling for accounts large and small groups. Responsible for follow-up support with Brokers, expertise in assessing client needs, advising on coverage options and assist in pre-planning meetings for annual open enrollments. Energetic and communicative professional with 7 years Health Insurance Broker experience, prior to Independent Sales.
Resourceful and versatile professional with reputation for accountability and personable style.
Overview
21
21
years of professional experience
Work History
Independent Insurance Agent
American Family Life Assurance Company, AFLAC
Fullerton, CA
11.2004 - Current
- Accountable for maintaining and servicing existing Book of Business and HQ Accounts.
- Managed overall relationships with key client decision makers and brokers.
- Built and kept relationships with clients using active listening and issue resolution to provide excellent service.
- Supported and serviced specific clients as part of an extension of their HR department.
- Established proactive timely guidelines for Open Enrollments to meet client ever changing marketing needs.
- Performed Enrollment Meetings for New and Existing client base in English and in Spanish.
- Cultivated new business by offering presentations form of education to inform employees by ways of Groups, 1 on 1's, Internet Virtual, and Call Center.
- Utilize and familiar with various Enrollment Platforms.
- Post Enrollment Administration - Reports, Payroll communication and Client/Account Results of the Enrollment in Summation.
- Ongoing Policyholder Administration Assistance - Claims filing, Updates and policy changes.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using referral business.
- Responded to customer calls swiftly to resolve issues and answer questions.
Benefit Consultant/Counselor
Various Brokers & Enrollment Firms
IE, SB, OC & LA Counties, CA
01.2018 - Current
- Performed Open Enrollments duties and responsibilities on behalf of Brokers and Enrollment Firms on case by case basis throughout year.
Education
No Degree - CIS (Computer Information Systems)
DeVry Institute of Technology
City Of IndustryHigh School Diploma -
Bell Gardens High School
Bell Gardens, CA06.1988
Skills
- Proficient in Microsoft Word, Excel and PowerPoint
- Self-motivated and ability to work Independently
- Team player with positive mindset
- Critical Thinking and Problem-Solving
- Organizational and planning Skills
- Dependability and Time Management
- Service-Oriented
- Consultative Sales Approach
- Excellent Communication and Explanation skills
- Insurance Best Practices
- Group Presentations Bilingual
- Receptive Fast Learner
Languages
Spanish
Professional Working
Timeline
Benefit Consultant/Counselor
Various Brokers & Enrollment Firms
01.2018 - Current
Independent Insurance Agent
American Family Life Assurance Company, AFLAC
11.2004 - Current
No Degree - CIS (Computer Information Systems)
DeVry Institute of Technology
High School Diploma -
Bell Gardens High School