Isabella Echeverry
Boca Raton
Summary
Resourceful Medicare Insurance Agent known for high productivity and efficient task completion. Possess specialized skills in policy customization, client needs analysis, and regulatory compliance ensuring tailored insurance solutions. Excel in communication, empathy, and problem-solving, fostering trust and long-term relationships with clients.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Medicare Insurance Agent
Hero Health Insurance Agency
Boca Raton
06.2025 - 05.2026
- Assisted clients in understanding Medicare plan options and coverage details.
- Conducted needs assessments to identify suitable insurance plans for clients.
- Educated clients on enrollment processes and deadlines for Medicare plans.
- Maintained up-to-date knowledge of Medicare regulations and policy changes.
- Utilized CRM software to track client interactions and follow-up tasks.
- Attended training sessions to enhance knowledge of insurance products and services.
- Identified opportunities for cross-selling additional policies or services.
- Needs assessment
- CRM management
- Policy analysis
Education
Monarch High School
Coconut Creek, FLSkills
- Insurance product knowledge
- CRM software utilization
- Enrollment process education
- Customer relationship management
- Medicare compliance
Certification
Licenses & Certifications
- Florida Health & Life Insurance License #G235009
- National Producer Number (NPN): 21578657
Accomplishments
- 18-22 average policies sold per week
- Conversion rate of under 10%
- Retention rate of over 60% after the Annual Enrollment period (January 1st)
- Top 3 ranking among peers for multiple weeks
References
References available upon request.
Timeline
Medicare Insurance Agent
Hero Health Insurance Agency
06.2025 - 05.2026
Monarch High School