Juan Saenz
Weston
Summary
Goal-oriented Health Insurance / Life Insurance Sales Agent effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering 1-year background generating new business by selling various insurance plans.
Insurance industry professional experienced in marketing and sales of multiple lines of insurance and insurance claims services. Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments.
Overview
6
6
years of professional experience
Work History
Health Insurance Agent
Florida Blue - Blue Cross Blue Shield Of Florida
01.2023 - Current
- Built up clientele book of over 1000 clients through inbound call and referrals.
- Managed records for all clients including needed document forms, and follow up client services through CRM system.
- Ranked in top 50 Florida Blue Health Agents in the state of Florida for 2023 for health, and ancillary dental and vision .
- Compiled and maintained client records.
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options in the ACA marketplace.
Health Insurance Sales Agent
Assured Health Group LLC
03.2022 - Current
- Interview prospective clients health insurance products; specializing in ACA plans with strict adherence to CMS guidelines.
- Sold/Enroll individuals in ACA health plans over the phone by making cold calls on a daily basses.
- Explain healthcare benefits cover by major insurance carriers under the ACA.
- Provided leadership and training for new agents regarding industry best practices and company policies.
Canvasser & Sales Rep/ Assistant Manager
Reece Builders
01.2022 - 03.2022
- Generated leads and made appointments for high impact hurricane windows and doors.
- Went door-to-door to sell or present information on a product or service. PresentED the product, make a sales pitch, and offer additional upsells.
- Trained new hirers and was used an top canvasser example for others joining.
- Promoted to Assistant manager and was able to take on a lead role to lead, instruct, and manage a van of employees when canvassing.
Customer Service Representative//Sales Representative
Inktel Contact Solutions Center
08.2018 - 05.2020
- Utilized persuasion techniques to de-escalate irate customer
- Identified, analyzed and resolved complex issues by chat and email
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Answered inbound calls, chats and emails to facilitate customer service.
- Assisted customers with making payments or establishing payment plans to bring accounts current.
Education
Master of Science - Business Administration
Florida International University
MiamiHigh School Diploma -
Charles W. Flanagan High School
Pembroke Pines, Florida06.2018
Skills
- Bilingual
- Insurance Sales Strategy
- Microsoft Word and PowerPoint
- Working knowledge of Microsoft Excel
- Industry Certification certified
- Healthcare Common Procedure Coding System HCPCS
- CRM Software
- Insurance Customization
- Adobe Photoshop
- Insurance Eligibility
Timeline
Health Insurance Agent
Florida Blue - Blue Cross Blue Shield Of Florida
01.2023 - Current
Health Insurance Sales Agent
Assured Health Group LLC
03.2022 - Current
Canvasser & Sales Rep/ Assistant Manager
Reece Builders
01.2022 - 03.2022
Customer Service Representative//Sales Representative
Inktel Contact Solutions Center
08.2018 - 05.2020
Master of Science - Business Administration
Florida International University
High School Diploma -
Charles W. Flanagan High School
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