Jacqueline Cervantes
Detail-oriented and client-focused insurance professional with experience advising individuals on Medicare, health, life, long-term care, and retirement planning solutions. Proven ability to build lasting client relationships, educate clients on complex insurance and financial products, and consistently achieve or exceed sales goals through a consultative, service-first approach. Skilled in client relationship management, carrier communication, enrollment support, problem resolution, and maintaining accurate documentation in fast-paced environments. Recognized for exceptional organizational skills, professionalism, and the ability to manage multiple priorities while collaborating with clients, insurance carriers, and internal teams to deliver outstanding service and positive client outcomes.
Work History
Insurance Sales Agent/Financial Services Professional
2 Years 10 Months- Analyzed client financial needs to recommend appropriate products and services.
- Educate clients on Medicare, life insurance, long-term care, and retirement planning solutions based on individual needs.
- Generated new business opportunities through proactive community outreach and relationship development.
- Serve as the primary point of contact for clients by answering benefit, enrollment, and coverage questions while maintaining a high level of customer service.
- Coordinate with insurance carriers to resolve policy, underwriting, billing, and claims-related issues.
- Consistently exceeded sales targets by leveraging strong relationship-building skills and comprehensive product knowledge.
- Collaborate with internal financial advisors to provide comprehensive insurance and retirement planning solutions.
- Developed and delivered training programs for new hires, enhancing onboarding experience and knowledge retention.
- Evaluated trainee performance through assessments, providing constructive feedback to improve skills and confidence.
- Schedule appointments, monitor follow-up activities, and manage multiple client cases simultaneously.
Patient Care Specialist
2 Years 4 Months- Coordinated communication between patients, providers, and healthcare staff.
- Scheduled appointments and maintained confidential patient information.
- Assisted patients with insurance verification and benefit questions.
- Maintained accurate electronic documentation while ensuring HIPAA compliance.
- Delivered compassionate customer service in a fast-paced healthcare environment.
- Managed multiple priorities while maintaining accuracy and professionalism.
Education
- Communication Sciences And Disorders
Skills
Certification
- Certified in Long-Term Care (CLTC®)
- Ohio Life and Health Insurance License
- Ohio Annuity License