Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Erika Prieto

San Antonio,TX

Summary

Results-driven professional that provides customers with tailored solutions to meet their financial needs. Successfully establishes relationships with customers with building rapport and deliver quality service. Agile individual with excellent communication, customer service skills and will continue to strive to surpass goals presented.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Medicare Sales Agent

Humana
07.2016 - 05.2023
  • Educated clients on insurance policies and procedures.
  • Analyzed customer needs to provide customized insurance solutions.
  • Calculated premiums and established payment methods for sales.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Worked with sales teams to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Maintained and exceeded expectation for conversion of sales per call.
  • Evaluated competitors' products and services to gain competitive advantage.
  • Collected premiums on or before effective date of coverage.
  • Conducted annual reviews of existing policies to update information.
  • Designed presentations and marketing materials to promote insurance products.

Mortgage Specialist

SWBC
03.2015 - 03.2016
  • Remained updated with latest information related to mortgage products and services being offered.
  • Motivated and developed employees by creating incentives to encourage employees to excel and maintain low turnover rate.
  • Creatively solved business problems while specializing in organizational development, marketing and production management with track record of meeting revenue and profit goals.
  • Evaluated pay stubs, credit history, tax information and bank statements for financial status.

Customer Service Specialist

Beldon
07.2013 - 03.2014
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
  • Took payment information and other pertinent information such as addresses and phone numbers to place orders.
  • Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
  • Resolved concerns with products or services to help with retention and drive sales.
  • Maintained and managed customer files and databases.
  • Reinforced established quality control standards and followed procedures for optimal customer interactions.

Education

High School Diploma -

Eagle Academy
San Antonio, TX
05.2007

Skills

  • Mortgage Underwriting
  • Customer Needs Assessments
  • Project planning implementation
  • Service Quality
  • Sales Strategies
  • Insurance Eligibility
  • Self-Motivated
  • Insurance Industry Knowledge
  • Licensing Requirements
  • Strategic Thinking
  • Advances Microsoft Suite skills
  • Lead Conversion
  • Strong organizational skills, and attention to detail

Accomplishments

-Top seller on my team of 20+, not only in overall sales but also with new policies written which was a goal the company as a whole was aiming for.

-Became a SME for certain sales products such as Individual Vision and Dental policies.

-Year over year I was deemed a peer mentor that would help train and guide new hires.

Certification

  • Licensed for General Lines Agent- Life, Accident, Health and HMO

Timeline

Medicare Sales Agent

Humana
07.2016 - 05.2023

Mortgage Specialist

SWBC
03.2015 - 03.2016

Customer Service Specialist

Beldon
07.2013 - 03.2014

High School Diploma -

Eagle Academy

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Erika Prieto