Justo Angel Rosario

Case Manager

M3Technology

Matawan, NJ

01.2013 - Current

Coordinate initial Sales meeting with Director of Medical facilities
Develop Powerpoint presentation to outline the benefits of our enrollment process
Customize insurance programs for small and large businesses
Conduct Department meetings with Department heads to explain their involvement with the enrollment
Organize schedules with Administrators and Enrollers to ensure proficiency
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Transitioned clients to different providers based on progress or needs.
Assisted individuals with eligibility for available benefits.
Established and maintained relationships to meet community needs and avoid service duplication.
Sought out new clients and developed clientele by networking to find new customers.
Negotiated terms and conditions of contracts with underwriters for optimum pricing.
Organized and managed client files to ensure accuracy of policy information.
Monitored clients' insurance coverages to ensure changing needs were met.
Handled customer inquiries regarding billing issues, claims status updates, policy changes.
Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
Developed and implemented new insurance policies to meet customer needs.
Explained coverage options to potential policyholders, answering questions or concerns.
Assisted clients with selecting appropriate coverage plans based on their individual needs.
Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
Interviewed prospective clients to obtain data about financial resources and needs.
Counseled prospects and policyholders on coverage, limits and regulations.
Developed appropriate quotes based on risk information.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Planned and completed group projects, working smoothly with others.
Approached customers and engaged in conversation through use of effective interpersonal and people skills.
Identified needs of customers promptly and efficiently.
Recognized by management for providing exceptional customer service.
Displayed strong telephone etiquette, effectively handling difficult calls.
Maintained updated knowledge through continuing education and advanced training.