Edna Trejo
Summary
Influential Insurance Sales Agent with 15 years of experience customizing insurance programs, explaining features and advantages and developing successful marketing strategies. Motivated professional possessing exceptional multitasking, organizational and time management abilities. Expertise in customer relationship management, prospecting and sales.
Overview
19
19
years of professional experience
Work History
Regional Partnership Manager
Oak Street Health
Phoenix, Arizona
04.2024 - Current
- Cultivate strong relationships with insurance carriers through monthly strategy sessions focused on mutual growth and event optimization.
- Partnered with the Regional Growth Director to consistently achieve 80%+ monthly managed care growth across 13 Arizona centers.
- Establish, nurture, and manage strategic relationships with independent health insurance brokers and localized broker agencies.
- Work with outreach team on how to effectively interact with local insurance agents and build strong effective relationships.
- Act as primary point of contact for partners, addressing any issues or concerns in a timely and professional manner.
- Oversee the compliant execution of co-branded partnerships and joint educational seminars; maintain strict adherence to healthcare marketing laws across all local grassroots outreach initiatives.
Insurance Sales Agent
Banner Health Plans
Tucson, AZ
07.2014 - 03.2022
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases.
- Analyzed retention to help identify areas for improvement.
- Handle outbound and inbound sales-related calls to qualify individuals interested in enrolling.
- Perform sales calls following CMS guidelines
- Marketing
Internal Sales Representative
Unitedhealthcare Medicare & Retirement
Tucson, AZ
05.2007 - 06.2014
- Handled inbound prospect calls to provide product information, answer questions, and resolve purchase hesitations.
- Developed working relationships with Providers offices, Pharmacies and other venues
- Identified consumer interests and key market identifies for new accounts.
- Delivered sales presentations and in home appointments to prospective
- Follow CMS guidelines for presentations and in home appointments
Education
Associate of Arts -
Hartnell College
Salinas, CA05-1993
High School Diploma -
King City High School
King City, CA06-1991
Skills
- Bilingual
- Verbal and Written Communication
- Service-Oriented
- Time Management
- Medicare Compliance
- Team Player
- Fast Learner
Timeline
Regional Partnership Manager
Oak Street Health
04.2024 - Current
Insurance Sales Agent
Banner Health Plans
07.2014 - 03.2022
Internal Sales Representative
Unitedhealthcare Medicare & Retirement
05.2007 - 06.2014
Associate of Arts -
Hartnell College
High School Diploma -
King City High School