Jhoselyn Jimenez
Valrico,FL
Summary
Dynamic sales professional with a proven track record at Tranzact, excelling in effective communication. Proficient at educating clients on insurance policies, and consistently achieving sales goals through strategic prospecting. Passionate about delivering exceptional service and cultivating positive client relationships.
Overview
3
3
years of professional experience
Work History
Team Lead
Tranzact Insurance Solutions
Tampa, FL
09.2025 - 12.2026
- Mentored junior staff, fostering professional development and enhancing team performance.
- Implemented training programs, equipping team members with essential skills and knowledge.
- Evaluated performance metrics regularly, providing feedback and support to team members for continuous improvement initiatives.
- Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
Sales Agent
Tranzact Insurance Solutions
Tampa, Florida
06.2024 - Current
- Managed customer inquiries and provided detailed insurance product information.
- Assisted clients in completing insurance applications accurately and efficiently.
- Conducted thorough assessments of client needs to recommend suitable coverage options.
- Educated clients on policy terms, benefits, and claims processes clearly and effectively.
- Resolved client concerns and issues promptly to enhance overall service experience.
- Continuously met sales goals via strategic prospecting.
Front Desk Medical Receptionist
Suncoast Community Health Centers
Dover, FL
08.2023 - 06.2024
- Managed appointment scheduling using electronic health record systems.
- Handled patient inquiries and directed them to appropriate staff members.
- Verified patient insurance information and processed necessary documentation.
- Called patients to confirm scheduled appointments and obtain additional details.
- Greeted patients, verified insurance information and collected copays.
- Checked patients in and out for appointments and collected co-payments.
- Answered phone calls and messages for 4 physicians at a medical facility, scheduling appointments, and handling patient inquiries.
Skills
- Insurance knowledge
- Effective communication
- Persuasion techniques
- Objection handling
- Sales presentations
- Call control
- Coaching and mentoring
- Performance monitoring
Languages
English: Full Professional
Spanish: Native/ Bilingual
Timeline
Team Lead
Tranzact Insurance Solutions
09.2025 - 12.2026
Sales Agent
Tranzact Insurance Solutions
06.2024 - Current
Front Desk Medical Receptionist
Suncoast Community Health Centers
08.2023 - 06.2024