Ingrid Comas
Health Insurance Agent
Tampa
Summary
Dedicated Licensed Health Insurance Agent professional with 4 years of experience. With history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Fully bilingual in Spanish and English. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style. Proven history of exceptional time management and customer service.
Overview
14
14
years of professional experience
Work History
Health Insurance Agent
Tranzact Insurance Solutions
04.2019 - Current
- Responsible for identifying sales opportunities for insurance plans and overseeing portfolio of clients.
- Handling new policies and renewals.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Assist clients in selecting insurance policies that best meets their needs, preferences and budgets.
- Met and exceeded revenue goals through leads and identifying new clients.
- Calculated premiums and established payment methods for sales.
- Educate customers on each type of insurance coverage and make recommendations based on their needs.
- Evaluate current insurance policies and recommend additional coverage when needed
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Great written and verbal communication skills. Develop relationships, educate and communicate with customers frequently.
Licensed Health Insurance Agent
Solutions Advisors Insurance
06.2022 - 02.2023
- Work directly with Healthcare Marketplace (Obamacare).
- Licensed with with multiple carriers with Medicare Advantage.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations (Annual Enrollment and Open Enrollment).
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Calculated premiums and established payment methods for sales.
- Collected premiums on or before effective date of coverage.
- Identified and solicited sales prospects in agency databases.
Quality Auditor
National Government Services, Inc
02.2013 - 12.2018
- Created monthly and quarterly reports for Centers for Medicare and Medicaid Services (CMS).
- Completed timely quality reports highlighting deficiencies and recommending corrective actions.
- Create and update Standard Operations Procedures.
- Conducted training sessions related to Quality Program.
- Monitored departmental forms for compliance to submissions rules and guidelines.
- Educated and oriented employees to improve compliance with quality protocols.
- Evaluated calls for customer service representatives for accuracy.
- MAGIC Service Culture certified.
- Conducted internal quality for fellow quality auditors.
Bank Branch Manager
Sovereign Bank
01.2011 - 01.2013
- Responsible for expanding branch book of business, both on business and retail by searching for for investment and or credit opportunities.
- Working with bank partners to increase cross selling and maximizing referrals.
- Assessed employee performance and developed improvement plans.
- Identified and capitalized on community business opportunities with effective networking.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Cross-trained existing employees to maximize team agility and performance.
- Active member in the Spanish community, giving bank seminars to educate on important subjects like credit and savings.
Education
BBA - Finance
Immaculata University
Immaculata, PA01.2019
Skills
- People Skills
- Good Salesmanship
- High Energy Level
- Knowledge on Variety of Products
- Policy Feature Explanations
- Financial Needs Assessment
- Policy Renewals
- Professional Relationships
- Call Center Customer Service
- Risk Mitigation Strategies
- Business Relationship Management
- Compliance Assessments
Accomplishments
- Agent of the month May 2020 and February 2021,
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Licensed Health Insurance Agent
Solutions Advisors Insurance
06.2022 - 02.2023
Health Insurance Agent
Tranzact Insurance Solutions
04.2019 - Current
Quality Auditor
National Government Services, Inc
02.2013 - 12.2018
Bank Branch Manager
Sovereign Bank
01.2011 - 01.2013
BBA - Finance
Immaculata University
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