Jeffrey Espinal
Clearwater,FL
Summary
Experienced sales professional dedicated to assisting clients in achieving their insurance needs. Committed to aligning client objectives with a strong passion for continuous learning and supporting others in reaching their goals. Demonstrates exceptional communication skills to comprehend prospects' challenges and facilitate the closing process. Strives to make a significant impact by delivering personalized solutions that address individual requirements. Currently seeking an entry-level IT Technician position.
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
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
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
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
01.2014 - 05.2017
Education
Associates - Computer Information systems
RACC
12.2017
High school diploma -
Schuylkill valley high school
01.2014
Skills
- Underwriting
- Telemarketing
- Sales
- Cold Calling
- CRM Software
- Customer service
- Insurance sales
- Marketing
- Microsoft Programs
- Photography
- Salesforce
- Negotiation
- Policy analysis
- Client relationship building
- Remote support
- Help desk operations
- Application installations
- IT documentation
- Mobile device management
- Help desk management
- Helpdesk services
- Peripheral maintenance
- Troubleshooting and Diagnostics
- Software updating
- Problem-solving
- Technical troubleshooting
- Teamwork and collaboration
- Software upgrades
- Troubleshooting network issues
- Remote technical support
- Hardware and software repair
- Computer diagnostics
- Attention to detail
- Active listening
- Support services
- Application support
- Desktop technical support
- Technical support
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
High school diploma -
Schuylkill valley high school
Associates - Computer Information systems
RACC
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