Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Licensed Health Insurance Agent
Legacy Health Group LLC
2023.08 - Current
Used HealthSherpa to enroll clients in ACA plans.
Managed a large client base efficiently by utilizing CRM software and maintaining organized records.
Compiled and maintained client records to monitor health insurance policies and premiums paid.
Monitored changes in health insurance laws and regulations to verify continuous compliance.
Developed tailored health insurance plans to meet individualized client needs.
Enrollment Specialist
The RX Advocates
2023.02 - 2023.08
Improved client retention rates by providing personalized assistance in selecting appropriate prescription coverage plans.
Played an active role in promoting health and wellness initiatives within the community, educating patients on prescription benefits and available resources.
Demonstrated a strong commitment to customer satisfaction, going above and beyond to ensure the highest level of care for each patient served.
Enhanced patient satisfaction by efficiently processing prescription orders and addressing inquiries.
Health Advisor
USHEALTH Group
2022.02 - 2023.02
215 Licensed Health Insurance Agent - State licensed in 27 states across the United States.
Communicated with leads, via phone, texting platforms, and email.
Tailored insurance policies to meet each individual/family needs.
Described policy details by phone and screen share presentations.
Maintained communication with clients after their policy was sold.
Exemplarily customer service, phone, and multitasking skills.
General Manager
PIT Fitness
2020.02 - 2022.01
Maintained clean, safe, and fun atmosphere for members, as well as staff.
Responsible for interviewing, hiring, and training of our FOH team.
Led/engaged staff with ability to generate, maintain and demonstrate positive attitude and treat everyone with respect.
Responsible for meeting monthly, quarterly, and yearly revenue goals.
Worked closely with Owner and Director of Operations with creative problem solving to help develop new/update former policies, sales goals, marketing strategies, etc.
Provided exemplary customer service to our members and guests, which led to member retention and new sign-ups.
Responsible for various administrative tasks, which included: scheduling, ordering/replacing of equipment, working with vendors, team meetings, etc.
Associate
Aldi
2019.09 - 2020.04
Provided exceptional customer service, assisting customers with their shopping experience.
Worked in fast-paced environment, adapting to day-day demands.
Collaborated with team members and communicated clearly to store management team.
Processed customer purchases, performed general cleaning duties.
Stocked merchandise from store receiving to shelving; placed product of different weight on shelving of various heights.
Operated electronic and manual pallet jacks.
Education
Associate of Arts - Psychology
Palm Beach State College
Lake Worth, FL
05.2026
N/A - Psychology
Florida Gulf Coast University
Fort Myers, FL
2011
High School Diploma -
Saint Thomas Aquinas
Fort Lauderdale, FL
2010
Skills
Goal-Oriented
Sales
Team Collaboration
Client Relations
Recruiting and Interviewing
Conflict Resolution
Certification
Adult, Child, and Baby First Aid/CPR/AED, American Red Cross, 2 years
Licensed 215 Health Insurance Agent, 2 years
Timeline
Licensed Health Insurance Agent
Legacy Health Group LLC
2023.08 - Current
Enrollment Specialist
The RX Advocates
2023.02 - 2023.08
Health Advisor
USHEALTH Group
2022.02 - 2023.02
General Manager
PIT Fitness
2020.02 - 2022.01
Associate
Aldi
2019.09 - 2020.04
Associate of Arts - Psychology
Palm Beach State College
N/A - Psychology
Florida Gulf Coast University
High School Diploma -
Saint Thomas Aquinas
Adult, Child, and Baby First Aid/CPR/AED, American Red Cross, 2 years
Licensed 215 Health Insurance Agent, 2 years
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