Summary
Work History
Skills
Timeline
Generic

Jennifer Baca

Schertz,TX

Summary

Experienced Insurance Agent with 5 years of expertise. Focused on customer service, client satisfaction while increasing revenue. Seeking a career in Insurance Sales that has opportunities for growth and advancement. Have over 20 years customer service experience, 16 years sales experience(internal and external) and 10 years office experience, which allows me to be very versatile. What sets me apart from other candidates and will make me a valuable addition to your team, is my ability to combine that with my people skills. Really value lasting relationships and actively seek to build those with new accounts. I enjoy interacting with people. I am confident that my past experience will translate well into the position you have to offer.

Work History

Medicare Field Agent

UIG
San Antonio, Texas
11.2021 - Current
  • Met with customers to provide information about available products and policies
  • Qualify, educate, and enroll individuals into Health plans that meets their needs
  • Enroll clients based on compliance and training requirements to sell appropriate products
  • Navigate through multiple system applications to fulfill consumer requests, research inquiries, create leads for follow up and update consumer information
  • Understand and adhere to all company, carrier, and/or CMS related policies and procedures
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
  • Conducted annual reviews of existing policies to update information
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
  • Stayed in frequent contact with customers to assess satisfaction, gather requirements and resolve issues
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas

Licensed Insurance Agent

Assurance
, United States
2018 - Current
  • Ability to explain/articulate complex insurance programs to callers in ways that are clear and concise
  • Calculate quotes and educated potential clients on insurance options
  • Licensed in thirty-three non resident states
  • Ability to navigate multiple systems at one time while talking on the phone
  • Analyze sales volume, retention and loss ratio trends to identify areas for improvement
  • Evaluate leads obtained through direct referrals, lead databases and cold calling
  • Promote ancillary products to existing and new clients each month
  • Model exceptional customer service skills and appropriate diagnostic sales techniques
  • Assist clients with online applications
  • Utilize advanced sales skills to overcome objections, persuade clients to purchase policies and close deals
  • Upsold additional products and services after identifying customer needs and requirements

Office Manager

Texas Star Auto
16539 IH 35 N, Texas
2016 - 2018
  • Prepared monthly reports for owner including P&L and sales trends
  • Managed Smart Start program
  • Maintained compliance with company requirements
  • Directed guests and route deliveries and courier services
  • Managed office supplies, vendors, organization and upkeep
  • Sourced qualified vendors to provide program resources
  • Answered and manage incoming and outgoing calls while recording accurate messages
  • Liaise with vendors to order and maintain inventory of office supplies
  • Negotiated pricing with vendors regarding wholesale billing and marketing procedures
  • Processed accounts receivable and accounts payable

Medical Consultant

CPI - Custom Prescription Innovations
710 South Cage Blvd Suite D Pharr, TX 78577 Pharr Texas
2014 - 2016
  • Managed relationships w/ licensed providers, ensuring client understood services provided and agreed w/ company requirements and guidelines for "medical necessity"
  • Sought licensed providers(md's, np's, pa's) who were interested in referring patients to company for services such as pharmaco genetic testing, sterile and pharmaceutical compounding, toxicology and DNA testing, etc
  • Grew provider list in conjunction w/ overall growth of company
  • Implemented new sales plans and effective marketing strategies to position company competitively and meet/exceed territory objectives
  • Strictly adhered to all laws and policies regarding interaction w/ Health Care Professionals, product handling and complaints, expense reporting, sales activity and training
  • Built and implemented sales plan for assigned area, managed and tracked account sales activity, achieved sales targets, reported on sales progress and competitor and account activities to sales leader, and utilizes surgery management system to ensure flawless execution of product and services to consumer
  • Communicated w/ current company accounts regarding variety of topics including product updates, changes to product portfolio and educational programs
  • Promoted product and services
  • Drafted and analyzed complex medical data

Mortgage FFSR Analyst

Wells Fargo Home Mortgage
4101 Wiseman Blvd San Antonio, TX 78251
2007 - 2014
  • Responsible for reviewing and managing programs, processes, claims, documentation, and/or files to ensure compliance with internal company requirements and/or government regulations
  • Functions include evaluating in-process, closed, cancelled applications, claims, accounts, systems and/or files to ensure company standards are met; ensuring corrective action on exceptions and problems providing guidance and feedback to lenders and other staff regarding documentation and underwriting requirements; ensuring required data is input to appropriate system for tracking and recording; managing ongoing file reviews and generating reports summarizing results
  • Identified risks and problem areas and recommend standards, policies and procedures to improve performance
  • Experienced in Loss-Mit, Bankruptcy, Foreclosure, Short Sales, DILs, and FFSR
  • Experienced in FHA/VA/WO/WFF/WHE, Client 512 and all Core clients, Bank and private, FHLMC and FNMA portfolios and investors
  • Experienced in non HAMP/HAMP guidelines of new government directives
  • Conducted pipeline, loan processing, documentation, pre-closing/closing tasks, monitoring, loan servicing that included underwriting activities and foreclosure process
  • Ensured compliance with Wells Fargo, investor, legal, regulatory or business policies
  • Developed and implemented operational, servicing, or documentation procedures, methods and work systems
  • Involved in strategic planning meetings of implementation with new guidelines and policies
  • Managed projects and identify solutions to department
  • Strong analytical skills focused on problem solving, process improvements and customer impact in rapidly changing environment
  • Experienced in working and implementing new processes and procedures.

Retail Sales Representative

T-Mobile
San Antonio, TX
2005 - 2007
  • Utilized optimal customer service and sales skills to achieve sales goals
  • Assisted current customers to implement long term relationships by benefiting both customer and company
  • Promoted T-Mobile brand by maintaining customer loyalty and establishing positive relationships with customers
  • Functions include spreading financial statements, analyzing credit information, and monitoring adherence to terms of agreement also performing skip tracing and negotiate new terms with clients
  • Positively impacted team by consistently performing at high level w/ dollars collected each month over current goal and consistently exceeded quota each month
  • Developed sales experience in sales training courses
  • Built customer confidence while strategically finding new ways to increase customer relationships
  • Helped customers stay connected with products and services
  • Surpassed company quota, sales, and departmental goals

Skills

  • Insurance sales experience(Under 65)
  • CRM software
  • Current on CMS training
  • Licensed in Life and Health
  • Medicare Insurance sales experience
  • AHIP Certified
  • Licensed in thirty-three non resident states
  • Knowledgeable in Windows, Microsoft Word, Power Point, Excel, Access

Timeline

Medicare Field Agent

UIG
11.2021 - Current

Licensed Insurance Agent

Assurance
2018 - Current

Office Manager

Texas Star Auto
2016 - 2018

Medical Consultant

CPI - Custom Prescription Innovations
2014 - 2016

Mortgage FFSR Analyst

Wells Fargo Home Mortgage
2007 - 2014

Retail Sales Representative

T-Mobile
2005 - 2007

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Jennifer Baca