Loriennys Gomez Valbuena
Katy,TX
Summary
As a Medicare Sales Agent, Enrolled eligible individuals in the Company's products, Accurately and thoroughly completed and submitted required enrollment documentation, consistent with
Medicare requirements, and Assisted the prospect in the completion of the enrollment application.
- Excellent interpersonal, presentation and communication (both verbal and written) skills required
- Possess strong presentation skills that support effective communication of large quantity of complex material
- Bilingual English/Spanish language skills, ability to speak, read and write in both languages without limitations or assistance
- Previous experience selling to the individual consumer
- AHIP certified; experience in selling Medicare products
Overview
3
3
years of professional experience
1
1
Certification
Work History
Independent Medicare Sales Agent
Assurance IQ
Remote
06.2021 - 04.2024
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Collected all premiums on or before effective date of coverage.
- Conducted annual reviews of existing policies to update information.
- Upsold additional products and services after identifying customer needs and requirements.
- Finalized sales and collected necessary deposits.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Maintained detailed records of customer information and policy sales.
- Calculated premiums and established payment methods for sales.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Utilized CRM software to manage client relationships.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Maintained high standards of customer service by building relationships with clients.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Analyzed customer needs to provide customized insurance solutions.
Skills
- Excellent negotiator
- Confident and self-assured
- Word, Outlook
- Quality assurance and control
- Dependable
- Bilingual in both English / Spanish written and verbal
- Strong Computer skills
CRM and Software:
- Sunfire
- Five 9
- Vici Dial
- TLD Dialer
Certification
- 2-15 Life Health and annuity License
- AHIP Certified
Timeline
Independent Medicare Sales Agent
Assurance IQ
06.2021 - 04.2024
- 2-15 Life Health and annuity License
- AHIP Certified