Bilingual (Spanish) Benefits Counselor bringing 20+ years of related insurance experience. Adept at counseling employees and collaborating with employers. Comfortable with public speaking. Excellent organizational, problem-solving and multitasking abilities. Composed, talented; considered an effective team player and top producer. Ohio Resident License plus 11 non-resident ones.
Overview
21
21
years of professional experience
Work History
Bilingual Benefits Counselor
Self-employeed
Las Vegas, NV (2001-2010) Clevaland, OH (2010-)
09.2001 - Current
#1 producer for over 70% of cases, top 3 producer for over 95% of industry-wide.
Average Voluntary Benefits annual premium per employee enrolled: $350-$400.
Employees enrolled 16-20 a day.
Coordinated and conducted employee orientations both in English and Spanish either one on one in person, as group meetings, in a call center, remotely via webinar to promote understanding of coverage and options.
Checked employees' benefits enrollment for accuracy and inputted all data into several different platforms including but not limited to ADP, Selerix, Plane.biz, Allapp, Employee Navigator, Salesforce, Plansource etc .
Provided subject matter expertise on eligibility, coverage and other benefits matters on regards to all Core and all Voluntary options including FSA, HSA and HRA with the exception of annuities.
Cultivated and deepened relationships with local and non local clients.
Medicare Sales Agent
Trubridge
North Canton, OH
09.2010 - 10.2012
Analyzed customer needs to provide customized insurance solutions.
Educated and enrolled, in Eglish and Spanish, clients in Medicare Advantage plans, Part D's and Supplements.
Educated clients on insurance policies and procedures.
Helped designed presentations and marketing materials to promote insurance products.
Adhered strictly to all Medicare rules and regulations.
Translated documents from English to Spanish.
Employee Benefits Account Manager
Morrissey Insurance
Las Vegas
08.2004 - 11.2007
Audited benefit programs and agreements to optimize service delivery.
Oversaw open enrollment processes during 4th quarter.
Educated and enrolled 2500+ employees of MGM Grand, Bellagio, Mirage, New York New York, and Corporate Headquarters.
Education
Life And Health Insurance License - Insurance
Las Vegas School of Insurance
Las Vegas
07.2003
High School Diploma -
Colegio De Bachilleres
Mexico
05.1994
Skills
Bilingual, fluent in Spanish
Organizing and managing Open Enrollment Fairs
Industry Knowledge Expert
HIPAA Guidelines
ACA Standards Knowledge
Benefits Presentations and Enrollments, Group Meetings, one on one, via phone (call center and remote) and webinar
Enrollment/HR Platforms
Customer Service/Satisfaction
Proficient in Microsoft Outlook, Word, Teams and other programs