Glen Montalbo
Reno,Nevada
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Able to identify and resolve concerns while promoting new products and meeting sales objectives.
Overview
10
10
years of professional experience
Work History
Telesales Insurance Agent
BroadPath Healthcare
Reno, NV
08.2022 - 12.2022
- Managed high-volume of inbound and outbound customer calls.
- Interviewed prospective clients to gather information on healthcare needs and discuss existing coverage options.
- Handled customers effectively by identifying needs, quickly gaining trust, approaching complex situations and resolving problems to maximize efficiency.
- Responded to inquiries and explained product features and service advantages to potential customers.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Provided timely, courteous and knowledgeable responses to information requests.
- Communicated effectively with clientele to maintain customer satisfaction and loyalty.
Licensed Health Insurance Agent
GoHealth Insurance
Reno, NV
07.2020 - 07.2022
- Managed high-volume of inbound and outbound customer calls inquiring about Medicare insurance options to generate sales opportunities.
- Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Created individualized proposals for clients to include coverage options, premiums and enrollment guidelines.
- Participated in weekly training sessions to improve product knowledge and enhance company growth.
Call Center Agent, Inbound Sales
United Healthcare Insurance
Reno, NV
04.2019 - 07.2020
- Managed high-volume of inbound and outbound customer calls.
- Answered, screened and processed high volume of calls daily with call management system and web-based communications.
- Handled customers effectively by identifying needs, quickly gaining trust, approaching complex situations and resolving problems to maximize efficiency.
- Maintained strong call control and quickly worked through scripts to address problems.
- Maintained calm, friendly demeanor with upset customers to de-escalate stressful situations.
- Updated customer accounts, addresses and contact information within call management databases.
- Explained key information regarding products and services to customers to encourage informed decision-making.
Medicare Enrollment Specialist
Renown Health
Reno, NV
11.2017 - 01.2019
- Analyzed customer needs and provided best options, upselling products and services.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
Account Executive
Hawaii Medical Assurance Association
Honolulu, HI
04.2013 - 12.2016
- Addressed marketing needs of customers by creating and competitively pricing employee health insurance products to meet both employer and employee needs.
- Developed professional sales presentations, seminars and exhibitions to creatively communicate product quality and market comparisons.
- Implemented consultative sales techniques to generate revenues and exceed sales targets.
- Serviced existing insurance clients by soliciting additional policy renewals.
- Developed cohesive plans to market Medicare insurance to current and prospective clients.
- Fostered professional networking relationships with United Healthcare and Humana insurance carriers to maximize sales opportunities.
Education
High School Diploma -
Pearl City High School
Pearl City, HI05.1985
Skills
- HIPAA regulations knowledge
- Program Understanding and Advisement
- Applicant Support and Service
- Problem-solving abilities
- Reliable & Trustworthy
- Friendly, Positive Attitude
- Telephone Etiquette
- Microsoft Office 365
- Computer Skills
- Good Work Ethic
- Knowledgeable in CRM software
- Sales proficiency
- Product and service knowledge
Licenses
- Nevada State Health & Life Producer License (#61054)
- National Producer Number 4579508
- 50 State Non-resident Producer Licenses
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Telesales Insurance Agent
BroadPath Healthcare
08.2022 - 12.2022
Licensed Health Insurance Agent
GoHealth Insurance
07.2020 - 07.2022
Call Center Agent, Inbound Sales
United Healthcare Insurance
04.2019 - 07.2020
Medicare Enrollment Specialist
Renown Health
11.2017 - 01.2019
Account Executive
Hawaii Medical Assurance Association
04.2013 - 12.2016
High School Diploma -
Pearl City High School
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