MAIRELIS MONTERO
LEHIGH ACRES,FL
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the insurance industry. Solid team player with an outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships, and growing businesses.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Independent Insurance Broker
Montero & Brage Insurance
12.2022 - Current
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Educated prospective clients on the benefits of various insurance products to facilitate informed decisionmaking.
- Utilized strong negotiation skills to secure favorable pricing structures for both individual policies and group plans offered through employer-sponsored programs.
- Maintained detailed records of all client interactions, policy updates, and renewal information for seamless account management.
HHA for Disabled Children
Matanzas Group Home Inc
10.2021 - 01.2023
- Kept accurate records of patients' care, condition and progress.
- Assisted with patient transfer and ambulation.
- Maintained complete confidentiality with patient information to provide professional, secure medical services..
- Provided prompt and accurate services such as CPR and first aid during emergencies.
- Oversaw delivery of care for patients on medical-surgical unit, providing direct care, delegating nursing assignments and supervising team comprised of nurses, LPNs, technicians, and unit clerks.
- Provided healthy meals and snacks for children, adhering to any dietary restrictions or preferences.
- Assisted with bedtime routines, ensuring a consistent schedule for optimal rest and development.
- Maintained open communication lines with parents regarding their child''s progress, needs, and concerns.
Customer Service Representative
UniVista Insurance
07.2019 - 09.2021
- Developed work schedules for all team members to maximize shift coverage.
- Evaluated team member strengths and assigned tasks based upon expertise and background.
- Checked safety practices and integrity of PPE.
- Identified insurance payment sources and listed payers in proper sequence to establish chain of payment.
- Contacted patients on annual renewal dates to offer assistance.
- Providing excellent customer service by promptly answering patient inquiries.
- Ensured compliance with HIPAA regulations when handling sensitive patient information, protecting client privacy at all times.
- Responded proactively and positively to rapid change.
Customer Service Sales Representative
Estrella Insurance
01.2018 - 09.2019
- Fostered relationships with patients, caregivers and healthcare teams to achieve individual care plan targets.
- Maintained accurate, timely flow of information by completing thorough patient records and updating healthcare team on patient status.
- Rendered hands-on nursing care under direct RN supervision, adhering to medical center policies and procedures.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Insurance Customer Services Representative
UniVista Insurance
01.2014 - 01.2018
- Responded to customer requests for products, services and company information.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Maintained current product knowledge to meet customer needs and increase sales.
- Incorporated cross-selling and upselling techniques to generate sales and profits and increase referral retention rates
- Encouraged policyholders to submit referrals to increase client base.
- Investigated and resolved customer inquiries and complaints quickly.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Stayed current on company offerings and industry trends.
- Contributed to event marketing, sales and brand promotion.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
Education
GED -
ALFREDO ALVARES MOLA
Camaguey,Cuba07.1999
Skills
- Asset Protection
- Cross-selling and upselling
- Client Retention/Relations
- Organization
- Sales Quota Achievement
- Quote Information
- Friendly, Positive attitude
- Client Account Management
- Persuasive
- Meticulous attention to detail
- Focused on customer satisfaction
- Healthcare industry understanding
- Appointment Scheduling
- Insurance Verification
- Payment Processing
- Information Collection
Certification
- Property & Casualty License - 2021
- Life & Health License - 2022
- CPR/BLS Training - 2013
- 4-40 Customer Representative License 2014
- Real Estate Sales Associate 2023
Timeline
Independent Insurance Broker
Montero & Brage Insurance
12.2022 - Current
HHA for Disabled Children
Matanzas Group Home Inc
10.2021 - 01.2023
Customer Service Representative
UniVista Insurance
07.2019 - 09.2021
Customer Service Sales Representative
Estrella Insurance
01.2018 - 09.2019
Insurance Customer Services Representative
UniVista Insurance
01.2014 - 01.2018
GED -
ALFREDO ALVARES MOLA
- Property & Casualty License - 2021
- Life & Health License - 2022
- CPR/BLS Training - 2013
- 4-40 Customer Representative License 2014
- Real Estate Sales Associate 2023
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