
Experienced with life insurance policy evaluation, underwriting, and client advisement. Utilizes strategic sales techniques to match clients with suitable insurance plans. Track record of effective risk assessment and customer relationship management. Highly educated in all areas of Medicare.
•Prospect and engage new clients through outbound outreach, referrals, and community‑based networking.
•Conduct needs‑based consultations to educate clients on life insurance and financial protection solutions.
•Build long‑term client relationships through consistent follow‑up and personalized service.
•Serve as the only Spanish‑speaking agent in the office, expanding access to underserved clients.
•Assisted dentists during procedures while ensuring patient comfort and safety.
•Managed patient records, scheduling, and insurance documentation to improve clinic efficiency.
•Educated patients on oral hygiene, contributing to improved long‑term outcomes