Summary
Overview
Work History
Education
Skills
Additional Information
Personal Information
Certification
Timeline
Generic

Erica Trujillo

Fort Lauderdale,FL

Summary

Detail-oriented Insurance Sales Agent eager to utilize an aptitude for client satisfaction to contribute the company mission of upselling and driving revenue. Bringing many years of expertise and industry knowledge to add value to a professional role.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Licensed Insurance Agent

E-TeleQuote
Davie, FL
08.2023 - Current
  • Conducted customer needs assessments to identify appropriate coverage levels and options.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Advised clients on their insurance needs and coverage options based on individual requirements.
  • Responded to customer inquiries and problems to promote great service.
  • Developed and implemented sales strategies to increase market share of insurance products.
  • Counseled prospects and policyholders on coverage, limits and regulations.

License Insurance Agent

TogetherHealth
Sunrise, FL
06.2020 - 07.2023
  • Experienced in Medicare advantage / Supplement / & PDP plans
  • Presented insurance plans through Anthem Blue Cross Blue shield
  • Advised and consumed customer through precise communication which insurance plans best suited their needs and budget
  • Aided clients with premiums, effective dates, policy terminations, and additional policy riders
  • Developed client leads and implement marketing strategies to retain new clients
  • Schedule daily appointments for home service to market Medicare Advantage, Supplement, and Prescription Drug Plans
  • Handle high call volume of inbound/outbound calls in the range of 100+ calls a day at
  • Converted 70-80% of all leads utilizing the sales technique of matching needs to the benefits for clients

Member Care Specialist

Benelynk
Sunrise, FL
10.2019 - 06.2020
  • Outbound and Incoming calls
  • Offer community programs to assist members
  • Eligibility for the Medicare Saving Program
  • Responsible for making outbound calls to potential members to discuss Eligibility
  • Meet established performance goals in the areas of efficiency, call quality, customer satisfaction, first call resolution, adherence, and attendance
  • Ensure compliance with HIPAA regulations
  • Answer calls and resolve issue in a timely matter

Telesales Agent

Connexion Point
Sunrise, FL
09.2018 - 10.2019
  • Experienced in Medicare advantage / Supplement / & PDP plans
  • Presented insurance plans through Anthem Blue Cross Blue shield
  • Advised and consumed customer through precise communication which insurance plans best suited their needs and budget
  • Aided clients with premiums, effective dates, policy terminations, and additional policy riders
  • Developed client leads and implement marketing strategies to retain new clients
  • Schedule daily appointments for home service to market Medicare Advantage, Supplement, and Prescription Drug Plans
  • Handle high call volume of inbound/outbound calls in the range of 100+ calls a day at Connexion Point
  • Converted 70-80% of all leads utilizing the sales technique of matching needs to the benefits for clients
  • Self-motivated and driven to succeed
  • Excellent communications, Interpersonal, and negation skills
  • Experience in Outbound calling
  • Excellent telephone manner
  • Selling a range of products and services both to new and existing customers
  • Working on high quality appointment setting campaigns
  • Performing administration duties
  • Using the latest sales software
  • Closing sales and making plans to gain repeat business
  • Maximizing every sales opportunities

Education

High School Diploma -

Everglades High School
Miramar, FL
06-2011

Skills

  • Goal oriented approach
  • Cold Calling
  • Customer Service
  • Outbound Sales
  • Upselling
  • Salesforce
  • Client retention
  • Insurance sales expertise

Additional Information

Able to handle multiple tasks, Overcome hesitations by showing them the value of the company, Follow up to maintain good customer relationship and offer promotions, Build healthy pipeline of customers by asking for referrals, Providing excellent customer service

Personal Information

Authorized To Work: US

Certification

  • 2-40 license

Timeline

Licensed Insurance Agent

E-TeleQuote
08.2023 - Current

License Insurance Agent

TogetherHealth
06.2020 - 07.2023

Member Care Specialist

Benelynk
10.2019 - 06.2020

Telesales Agent

Connexion Point
09.2018 - 10.2019

High School Diploma -

Everglades High School

Similar Profiles

CREATE PROFILE
Erica Trujillo