Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
SeniorSoftwareEngineer
Isabella Velazco

Isabella Velazco

Health Insurance Advisor
Tampa,FL

Summary

Driven Health insurance advisor with expertise in promoting insurance options, determining clients' needs and detecting potential clients. In-depth knowledge of claims processing, database management and correspondence. Outstanding analytical, interpersonal and organizational skills. Dedicated to expediently resolving insurance issues and exceeding client expectations. Health advisor with over 2 years of successful experience in customer service and sales. Recognized consistently for performance excellence and contributions to success in the sales and business industry. Strengths in organization and adaptability backed up by training in multiple time oriented/ strategic planing related jobs.

Overview

4
4
years of post-secondary education
5
5
years of professional experience

Work History

Health Insurance Advisor

USHA
Orlando, FL
09.2019 - Current
  • Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
  • Finalized sales and collected necessary deposits.
  • Collected, analyzed and validated all agency commissions.
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Upsold additional products and services after identifying customer needs and requirements.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Created sources for continuous client referrals within community and with businesses by giving out my business card at my blackjack events as well as serving.

Server

Cozee Cafe
Sanford, FL
05.2018 - 09.2019
  • Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
  • Arranged and prepared tables for customers to provide guests with excellent experiences and foster repeat business.
  • Applied comprehensive knowledge of wine, cider and beer as well to increase daily beverage sales.
  • Cultivated warm relationships with regular customers.
  • Increased sales significantly by upselling higher-end products to customers.
  • Kept register accurate through correct billing, payment processing and cash management practices.
  • Bussed and reset tables to keep dining room and work areas clean.
  • Worked with POS system to place orders, manage bills and handle complimentary items.
  • Supervised dining table set-up to prepare for diversity of event types, following strict service standards.
  • Answered customers' questions, recommended items and recorded order information.
  • Inspected dishes and utensils for cleanliness.
  • Stayed up-to-date on menu changes to help customers make food choices.
  • Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals and walk-in business.
  • Printed dining checks with total due, collected payment and offered receipts to complete transactions.
  • Achieved monthly sales goals by using successful strategies to promote specials, desserts and alcoholic beverages.

Sales Associate

Noodles & Company
Lake Mary, FL
02.2017 - 05.2018
  • Achieved perfect attendance and on-time record.
  • Trained and developed new sales team associates in products, selling techniques and company procedures.
  • Boosted sales by conferring with customers to evaluate purchase requirements and recommend best-fit company offerings.
  • Sanitized all pots, pans, utensils, kitchen appliances and equipment using company-approved cleaning supplies.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Reduced kitchen accidents by maintaining high standards of cleanliness and organization.
  • Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.

Bakery Associate

Panera Bread
Lake Mary, FL
04.2016 - 02.2017
  • Offered immediate assistance and menu advice to guests, documented orders and conveyed special requests to baker and assistants.
  • Trained new bakery staff on company policies and POS system use to maximize job satisfaction, expertise and team performance.
  • Monitored counter and display inventory, replacing stock and requesting new product from kitchen to keep areas well-stocked for maximum sales.
  • Provided superior customer service to promote guest satisfaction, brand loyalty and consistent revenue.
  • Helped customers locate ideal menu items by listening to needs and recommending specific products or services.
  • Arranged bakery displays to showcase baked goods, cakes and pies to drive product sales.
  • Decorated and merchandised quality bakery goods to build business reputation and revenue base.
  • Listened to customer needs and desires to identify and recommend optimal products.
  • Managed efficient cash register operations, including scanning items, processing payments and issuing receipts.
  • Maintained up-to-date knowledge of store sales, payment policies and security standards.

Education

High School Diploma -

Lake Mary High School
Lake Mary, FL
08.2013 - 05.2017

Skills

Client needs analysis

undefined

Accomplishments

  • Hit over $100,000 sales quota in 2019 for health insurance sales
  • Hit $250,000 sales quota in 2020 for health insurance sales
  • Hit $350,000 sales quota in 2021 for health insurance sales

Timeline

Health Insurance Advisor

USHA
09.2019 - Current

Server

Cozee Cafe
05.2018 - 09.2019

Sales Associate

Noodles & Company
02.2017 - 05.2018

Bakery Associate

Panera Bread
04.2016 - 02.2017

High School Diploma -

Lake Mary High School
08.2013 - 05.2017

Similar Profiles

CREATE PROFILE
Isabella VelazcoHealth Insurance Advisor