Felix Fernandez
Paterson,NJ
Summary
Goal-oriented and licensed insurance agent with a proven track record of closing sales and satisfying customers. Currently holding an active health insurance license in over 20 states, experienced in both Medicare and Individual Family plans, including Obama Care/ACA. Stays informed about changes in marketing strategies, customer purchasing behaviors, and service standards to consistently exceed sales objectives. Demonstrates creativity in overcoming obstacles and satisfying challenging customers. Empowers employees through advanced training and mentoring to enhance performance and maximize customer satisfaction. Maintains up-to-date knowledge of federal guidelines and procedures to ensure compliance with industry regulations.
Overview
4
4
years of professional experience
Work History
Licensed Health Insurance Agent
Sonata Care Health Plans
03.2023 - Current
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
- Maintained up-to-date knowledge of industry trends and regulatory changes, providing accurate advice to clients and staying ahead of competitors.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Utilized CRM software to manage client relationships.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Car Sales Consultant
Toyota Universe
08.2020 - 03.2023
- Negotiated pricing terms through collaboration with customers and sales team.
- Answered customer emails and telephone requests for information.
- Oversaw customer test drives and demonstrated standard and optional features.
- Prepared, reviewed, and cataloged contractual documents.
Education
certificate - electrical systems tec
fortis institute
09.2019
diploma -
john f kennedy
06.2018
Skills
- Proficient in Microsoft Word
- Power Point
- Internet and Email
- Computer networking
- Excellent customer service
- Bilingual English/Spanish
- Inventory
- Problem-solving
- Issue and conflict resolution
- Organized
- Superior organization skills
- Consistently Dependable
- Proficient Team Member
- High-energy attitude
- Cash handling accuracy
- Market understanding
- Proficient in Negotiation Techniques
- Leasing options
- Self-motivated
- Engaged Listening
- CRM software experience
- Policy analysis
- Healthcare systems
- Upselling strategies
- Underwriting principles
- Needs assessment
- Insurance law
- Attention to detail
- Call center customer service
- HIPAA compliance
Timeline
Licensed Health Insurance Agent
Sonata Care Health Plans
03.2023 - Current
Car Sales Consultant
Toyota Universe
08.2020 - 03.2023
certificate - electrical systems tec
fortis institute
diploma -
john f kennedy
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