Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Dollyann Perez

Summary

Bi-Lingual newly licensed 2-20 and 2-15 Agent with 10+ years in sales and customer service; motivated and ready to gain hands-on insurance experience. Dedicated Medical Receptionist works productively with diverse personalities and experienced in busy clinical settings. Knowledgeable in schedule, records, and front desk management. Offers successful career history comprising more than [Number] years.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Remote Medicare Sales Agent

Tranzact Insurance Solutions
Tampa, FL
02.2023 - Current
  • Assisted customers with selecting appropriate plans based on their needs.
  • Presented and clearly explained insurance policy options based on client's needs and goals.
  • Ensured compliance with company policies and procedures at all times.
  • Consistently achieve sales goals and conversion.
  • Encouraged other teammates with tips and positivity.
  • Sales Experience during Annual Enrollment Period.

Customer Service Representative

24-7 Intouch
Orlando, FL
07.2022 - Current
  • Excellent communication skills
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Answered inbound calls, chats and emails to facilitate customer service.
  • Consulted with customers to resolve service and billing issues.

Receptionist

Paradise Dental Technologies Inc.
Philadelphia, PA
03.2013 - 05.2021
  • Answered and directed incoming calls using multi-line telephone system.
  • Delivered administrative support to team members by making copies, sending faxes, organizing documents and rearranging schedules.
  • Resolve complaints or answer account-related questions.
  • Greeted visitors and verified reasons for visit and appointment information.
  • Schedule evaluations procedures, and confirmed appointments to support continuity of care.
  • Processed payments and updated accounts to reflect balance changes.
  • Explained eligibility details and affordability options to patients with kindness and respect.

Sales Manager

Bally Total Fitness
Philadelphia, PA
09.2010 - 02.2013
  • Oversaw management and implementation of new revenue strategies to increase client base.
  • Converted leads into prospects and booked appointments to achieve sales quota.
  • Called, e-mailed and followed-up on leads generated by company marketing efforts.
  • Exceeded sales goals and improved profitability by aligning sales strategies and business plans with market trends.
  • Boosted revenue and facilitated sales activity while developing consistent employee measurements for exceeding goals.

Education

High School Diploma -

Dr. Veve Calzada
06.2010

Skills

  • Bilingual - Fluent in Spanish and English
  • Customer Service
  • Organization Skills
  • Strong communication skills
  • Multitasking
  • Computer skills
  • Client retention
  • Prospecting skills
  • Persuasive negotiations
  • Friendly, positive attitude
  • Annual Enrollment Period Sale Experience

Certification

  • Property & Casualty Insurance Agent
  • 2-20 & 2-15 license # W930455
  • Life, Annuity & Health Insurance Agent
  • Orlando Florida Training - 2022
  • Completed Course of 200 Hours
  • Completed Course of 60 Hours

Timeline

Remote Medicare Sales Agent

Tranzact Insurance Solutions
02.2023 - Current

Customer Service Representative

24-7 Intouch
07.2022 - Current

Receptionist

Paradise Dental Technologies Inc.
03.2013 - 05.2021

Sales Manager

Bally Total Fitness
09.2010 - 02.2013

High School Diploma -

Dr. Veve Calzada

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Dollyann Perez