Jeffrey Espinal
Reading,PA
Summary
Dedicated sales expert committed to helping clients achieve insurance needs. Focused on aligning client goals with mine, always eager to learn and support others in reaching objectives. Strong communication skills to understand prospects' challenges and guide them through closing process. Aim to make meaningful impact, one person at a time, by providing personalized solutions that meet specific needs.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
HealthMarkets
05.2024 - Current
- Conduct thorough assessments of clients' insurance needs, helping them to select the most suitable policies from a diverse range of health insurance products
- Educate clients on the benefits, limitations, and features of different insurance plans, enhancing their decision-making process
- Utilize CRM software to track client interactions, manage leads, and follow up on potential sales opportunities
- Consistently recognized for outstanding performance, ranking in the top 10 out of 150 agents for three consecutive months and achieving a top 5 position for four months in the Texas division
- Achieved the distinction of being the top agent within a smaller team and successfully sold over 300 policies within a seven-month period
- Attained Tier 2 status in less than five months, surpassing the expected timeline of 12 months
- Reached the highest accelerator milestone and bonus within eight weeks, significantly ahead of the 24-week expectation
Health Insurance Agent
Assurance IQ
Seattle, WA
10.2018 - 05.2024
- As a health insurance agent our responsibility is to help service the client on identifying what their issue is, understanding their situation, and then ultimately giving them their analyzed solution
- More specific roles are taking calls, going over needs analysis with the client, creating a health plan, and then presentation
- In this industry observation and consistency will take you to the finish line, every time
- You put in the work, try your best, complain less, and reap the results
- Most importantly fall in love with the process
Account Executive
RPh on the Go
Clearwater, FL
02.2023 - 09.2023
- Account executives work in many fields and help grow their companies by finding leads, closing sales, supporting existing clients, formulating sales strategies, and communicating product value to clients
- Source, screen, and submit healthcare professionals to our client's job openings
- Post client's jobs online
- Recruit healthcare professionals via phone, email, and social media
- Assist credentialing and payroll with obtaining secure documents from your candidates
- Build relationships with healthcare professionals and manage their work assignments
Environmental Services Housekeeper
Penn State Health St. Joseph
Reading, PA
07.2017 - 01.2019
- Performs cleaning and disinfecting inpatient rooms and areas as assigned throughout Sanford Health
- Interact with patients, visitors, and associates in a friendly and efficient manner to meet customer needs
- Maintain a safe and sanitary environment in patient rooms and assigned areas for Sanford Health patients, visitors
- Properly cleaned and disinfected Operating Rooms, hallways, sleep rooms, and other patient areas
- Collected solid wastes and dirty linens, organized them in carts and transported them to the correct areas in the hospital
- Assisted students if they needed any help using the fitness equipment/machines
- Wiped down the machines, put weights up, vacuumed and mopped the floors
Crew Member/Cook
McDonald's
Leesport, PA
01.2014 - 05.2017
Education
Associates - Computer Information systems
RACC
Reading, PA12.2017
High school diploma -
Schuylkill valley high school
Leesport, PA01.2014
Skills
- Underwriting
- Cleaning Experience
- Telemarketing
- Sales
- Cold Calling
- CRM Software
- Customer service
- Environmental Services
- Insurance sales
- Marketing
- Personal Keyboard
- Microsoft Programs
- Word
- Excel
- PowerPoint
- Scratch
- Photography
- Salesforce
- Negotiation
Certification
- Health Insurance License, 10/01/18, Present
- Property & Casualty License, 09/01/21, 12/01/25
- Insurance Producer License, 09/01/21, 12/01/25
- Driver's License, 09/01/21, 12/01/25
- Non-CDL Class C, 09/01/21, 12/01/25
- Life & Health Insurance License, 10/01/18, Present
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Timeline
Licensed Insurance Agent
HealthMarkets
05.2024 - Current
Account Executive
RPh on the Go
02.2023 - 09.2023
Health Insurance Agent
Assurance IQ
10.2018 - 05.2024
Environmental Services Housekeeper
Penn State Health St. Joseph
07.2017 - 01.2019
Crew Member/Cook
McDonald's
01.2014 - 05.2017
Associates - Computer Information systems
RACC
High school diploma -
Schuylkill valley high school