Isaac Rivera III
Shakopee,MN
Summary
Experienced benefits consultant skilled in designing and implementing comprehensive employee benefits programs. Known for strong collaboration, adaptability, and delivering results. Expertise includes benefits administration, regulatory compliance, and client relationship management. Valued for strategic thinking, analytical abilities, and effective communication.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Employee Benefits Consultant
USI Insurance Services
Bloomington, MN
03.2024 - 12.2025
- Design and deliver comprehensive employee benefit solutions tailored to organizations with more developed benefit needs
- Lead outbound prospecting and consultative sales efforts, converting cold outreach into qualified opportunities
- Collaborate with internal underwriting and compliance teams to deliver client-specific strategy and analysis
- Facilitate ongoing client engagement and renewal strategy to ensure long-term success and retention
- Managed over 125 cold calls a week, 25 emails and two appointments.
Insurance Broker
Heartland Retirement Group
Bloomington, MN
07.2020 - 08.2023
- Provided expert guidance on Medicare, life, and health insurance products to individual and family clients
- Conducted personalized needs assessments and policy reviews, resulting in high client satisfaction and retention
- Built a robust client base through direct outreach, referral networking, and community engagement
- Maintained up-to-date knowledge of changing insurance regulations and carrier offerings
- Managed 24 new client facing meetings a week
Education
High School Diploma -
Tartan Senior High School
Oakdale, MN05-2017
Skills
- Group Benefits Consulting
- B2B Sales & Strategy
- Relationship Management & Building
- Developing proposals
- Benefits administration
- Sales expertise
- Human resources standards
- Regulatory compliance
- CRM & Pipeline Management
- Teamwork and collaboration
- Microsoft Office & Excel
- Lead Generation & Follow-up
Certification
- Licensed Insurance Consultant – Life & Health (Active)
- Issued Jul 2020 – Present
Timeline
Employee Benefits Consultant
USI Insurance Services
03.2024 - 12.2025
Insurance Broker
Heartland Retirement Group
07.2020 - 08.2023
High School Diploma -
Tartan Senior High School