Flor Checo
Medicare Broker / Office Sales Manager
Oceanside,NY
Summary
Enthusiastic Sales and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Highly adept at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Skilled Agent experienced in identifying the needs of the client and working to find a solution promptly and professionally.
Overview
10
10
years of professional experience
1
1
Certification
1
1
Language
Work History
Medicare Broker Agent/Office Manager
DreamTeam Insurance
04.2023 - Current
- Manage administrative tasks and paperwork, specializing in immigration-related documentation such as green card renewals, citizenship applications, and petitions.
- Handled sensitive information with discretion,
- Facilitate translations from English to Spanish for various documents.
- Oversee completion of immigration forms and applications.
- Confidentiality of company documents and personnel records.
- Maximized sales opportunities, actively identifying new leads through referrals and networking events.
- Achieving 98% retention rate.
Medicare Sales Agent
United Healthcare
05.2022 - 04.2023
- Built strong relationships with clients for long-term success by providing exceptional customer service and support.
- Assisted individuals transitioning from employer-sponsored health coverage to Medicare during retirement planning processes.
- Analyzed customer needs to provide customized insurance solutions.
- Educated clients on insurance policies and procedures.
- Researched and identified potential new markets.
Certified Application Counselor
United Healthcare
06.2014 - 07.2022
- Identified potential barriers to enrollment and developed customized solutions to overcome challenges faced by individual clients.
- Assisted clients in understanding health insurance options by providing clear, concise information on available plans.
- Ensured compliance with all applicable regulations while assisting clients in navigating complex healthcare systems.
- Provided exceptional customer service by addressing client concerns and resolving issues in timely manner.
Education
DIPLOMA - Medical Assisting
ALLEN SCHOLL
Jamaica, NY08.2011
Skills
- Business Growth
- Compliance requirements
- Relationship Management
- Negotiation expertise
- Marketing Strategies
- Workplace training
- Customer Service
- Office Administration
- Organizational Skills
Certification
- CCMA - Certified Clinical Medical Assistant
Languages
Spanish
Native or Bilingual
Timeline
Medicare Broker Agent/Office Manager
DreamTeam Insurance
04.2023 - Current
Medicare Sales Agent
United Healthcare
05.2022 - 04.2023
Certified Application Counselor
United Healthcare
06.2014 - 07.2022
DIPLOMA - Medical Assisting
ALLEN SCHOLL
Accomplishments
Achieved a 98% client retention rate consistently over three consecutive years.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Far and away the best prize that life offers is the chance to work hard at work worth doing.
Theodore Roosevelt
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