Marcelino Martinez-Lujano
Santa Cruz,CA
Summary
Dynamic professional with strong business acumen, and a proven track record in driving growth through innovative strategies. My expertise in technology and social media, combined with robust sales skills, enables effective support for organizational objectives. Quick learner adept at adapting to new challenges and environments, consistently delivering results.
Overview
2
2
years of professional experience
Work History
Associate Benefit Advisor
eHealth Inc.
Remote
07.2025 - Current
- Assisted clients in understanding benefit options and eligibility criteria.
- Built rapport with clients, handled inbound and outbound calls, and followed up on leads to drive enrollment.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Maintain compliance with all state licensing requirements and eHealth standards for integrity and customer focus.
Investment Club Analyst
UC Santa Cruz Investment Club
Santa Cruz, CA
11.2024 - 06.2025
- Researched and analyzed stocks, ETFs, and other investment vehicles to provide recommendations to club members.
- Presented investment theses and market insights during weekly meetings, fostering discussions on portfolio strategies.
- Tracked portfolio performance and prepared quarterly performance reports.
- Gained hands-on experience with financial platforms like Bloomberg Terminal and Yahoo Finance.
Customer Service Representative
Chick-fil-A Restaurants
Pittsburg, CA
11.2023 - 09.2024
- Delivered exceptional customer service by addressing inquiries and resolving issues promptly.
- Operated point-of-sale systems, processed transactions, and balanced registers with accuracy.
- Developed strong organizational and time management skills in a fast-paced environment.
Education
Business Management - Economics
University of California, Santa Cruz
Santa Cruz, CA06.2028
Skills
- Microsoft Office Suite
- Customer service
- Sales expertise
- Client relationship management
- Adaptability and flexibility
- California Accident & Health or Sickness License
- Multitasking abilities
- Strategic Thinking & Problem-Solving
Languages
Spanish
Native/ Bilingual
Timeline
Associate Benefit Advisor
eHealth Inc.
07.2025 - Current
Investment Club Analyst
UC Santa Cruz Investment Club
11.2024 - 06.2025
Customer Service Representative
Chick-fil-A Restaurants
11.2023 - 09.2024
Business Management - Economics
University of California, Santa Cruz