Jose Derick Garcia
Houston
Summary
Dynamic professional with a strong background in insurance brokering and operational management. Skilled in educating clients, facilitating enrollment processes, and optimizing workflows. Committed to leveraging expertise to enhance customer experience and improve operational efficiency.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Insurance Broker
Humana, Wellcare, Aetna, United Healthcare, Devoted
Houston, TX
07.2023 - Current
- Analyzed client needs to provide customized insurance solutions for clients 65 and over that have Medicare
- Facilitated enrollment processes for diverse health plans
- Educated clients on policy details and benefits as well as changes on their medicare plans yearly
- Created relationships and built a book of business over 100 people helping them with their Medicare covrage.
Body Shop Office Manager
Five Star Automotive
2121 Brittmoore Rd
12.2022 - 06.2024
- Managed daily operations of body shop and mechanic, ensuring efficient workflow and adherence to safety standards.
- Coordinated scheduling for repairs, optimizing resource allocation and minimizing downtime.
- Implemented process improvements that enhanced customer service response times and satisfaction.
- Maintained accurate inventory records, overseeing procurement of parts and supplies as needed.
Education
High School Diploma -
Langham Creek
17610 FM 529, Houston, TX 7709506-2020
Skills
- Proactive team player
- Driven
- Claims handling
- Sales presentations
- Cold calling
- Salesforce
- Long-term care expert
- Relationship development skills
- Property and casualty products
- Customer advocate
- Excellent communication skills
- Quotes and sales
- Account management
- Client relations
- Business planning
- Marketing strategies
Accomplishments
- Managed the accounts of more than 100 policyholders each quarter.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Certification
- Licensed general guide lines for insurance - 2022- current
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Interests
- Documenting and sharing travel experiences
- Enjoy participating in soccer for overall physical and mental well-being
- Gym Workouts
- Running
- Food Tourism
- Historical Exploration
Timeline
Insurance Broker
Humana, Wellcare, Aetna, United Healthcare, Devoted
07.2023 - Current
Body Shop Office Manager
Five Star Automotive
12.2022 - 06.2024
High School Diploma -
Langham Creek