Juan Esteban Del Valle
Miami
Summary
Dynamic Life and Health Insurance Agent with a proven track record at Independent Contracting, excelling in policy analysis and client needs assessment. Adept at negotiating complex insurance solutions while delivering exceptional customer service. Recognized for effectively managing high-pressure situations and empowering clients to make informed decisions.
Experienced with analyzing client needs and matching them with suitable health insurance plans. Utilizes in-depth knowledge of policy regulations to ensure compliance and client satisfaction. Track record of building lasting client relationships through effective communication and support.
Health insurance professional with strong background in policy analysis, customer relationship management, and claims processing. Known for effective team collaboration and adaptability to changing needs. Skilled in navigating complex regulations, delivering clear client communication, and driving results. Reliable and focused on achieving outcomes that benefit both clients and organization.
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level [Job Title] position. Ready to help team achieve company goals.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Life and Health Insurance Agent
Independent Contracting
03.2025 - Current
- Maintained compliance with all industry regulations while completing paperwork accurately and efficiently.
- Educated clients on the complexities of their life, annuities and health insurance policies, empowering them to make informed decisions.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Efficiently managed high-pressure situations such as claim denials or unexpected policy cancellations.
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Provided comprehensive customer service to drive client satisfaction.
Senior Lead Medical Billing/Recovery Agent
Baptist Health of South Florida KCBS
12.2005 - 05.2024
- Handling high volume of calls, proficient in utilizing a predictive dialer.
- Using multiple programs simultaneously: FACS, SMS, SIEMENS, JDA PARATHON, SORIAN, HP24
- Skip tracing using programs such as: ACCURINT and TRANSUNION.
- Office Liaison between departments.
- Legal accounts representative, communicating with patient's legal counsel, working on billing and settlements.
- Auto insurance and Medical insurance billing and appeals.
- Claims creation, phone follow ups.
- Policies creation and monitoring.
- New employee training.
Interpreter/Military Intelligence Analyst
United States Marine Corps
04.1996 - 05.2003
- Utilized active listening skills and cultural sensitivity to convey accurate interpretations.
- Maintained message content, tone, and emotion as closely as possible.
- Provided oral interpretations for clients during special events, successfully maintaining pace with native speakers to deliver real-time comprehension.
- Interpreted remotely through video conferencing or phone to facilitate communication between parties unable to meet in person.
Education
No Degree - Life And Medical Insurance Agent License
Excell Solutions
Florida02-2025
Associate of Arts - Business Administration
University of Phoenix
Tempe, AZ01-2010
Skills
- Policy analysis
- Health insurance
- Negotiation
- Financial acumen
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Quotes and sales
- Multitasking Abilities
Accomplishments
- Collaborated with team of 14 in the development of Recovery Management.
- Achieved successful recovery figures by introducing Sorian and JDA for account management tasks.
Affiliations
- NAIFA
Certification
- Licensed Life and Medical Insurance Agent - [Three Months]
- Life, Annuities and Medical Insurance policies License -[ Three months till present]
Languages
English
Native or Bilingual
Portuguese
Professional Working
Spanish
Native or Bilingual
Russian
Elementary
Italian
Limited Working
Interests
- Blockchain Technology and Cryptocurrency
- Food Photography
- Sharing recipes, cooking tips, and culinary experiences through blogs and social media platforms
- Wine Tasting
- Cooking
- I enjoy cooking for friends and family gatherings
- Growing herbs, vegetables, or fruits in home gardens
- I like trying new recipes and food trends
- Enjoy experimenting with different ingredients and flavors in the kitchen
- Volunteer Travel
- Historical Exploration
- Sharing travel tips, recommendations, and insights with fellow enthusiasts
- Food Tourism
- Volunteering for community initiatives to give back to local communities and make a positive impact
- Documenting and sharing travel experiences
- Participating in cultural exchange programs and homestays
- Backpacking and Hiking
- Adventure Travel
- Exploring famous landmarks, historical sites, and cultural attractions in a new destination
- Hiking
- Outdoor Recreation
- Volunteering
- Backpacking
- Kayaking
- Playing Sports
- Swimming
- Dancing
- I participate in low-impact exercises to strengthen core muscles
- Martial Arts
Timeline
Life and Health Insurance Agent
Independent Contracting
03.2025 - Current
Senior Lead Medical Billing/Recovery Agent
Baptist Health of South Florida KCBS
12.2005 - 05.2024
Interpreter/Military Intelligence Analyst
United States Marine Corps
04.1996 - 05.2003
No Degree - Life And Medical Insurance Agent License
Excell Solutions
Associate of Arts - Business Administration
University of Phoenix
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