Mariela Perez Francisco
Miami,FL
Summary
Dynamic professional with a robust background in health insurance and accounting, notably at Best Medical Insurance. Excelled in policy analysis and Medicare expertise, achieving high customer satisfaction. Demonstrated goal-oriented approach and exceptional problem-solving skills, adept at simplifying complex insurance options and driving financial accuracy. Proven track record in enrollment processing and maintaining meticulous financial records.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Licensed Health Insurance Agent
Best Medical Insurance
04.2023 - 01.2025
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
- Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
Accountant
Petroleum
01.2018 - 01.2019
- Handled day-to-day accounting processes to drive financial accuracy.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
Cashier
Retails Stores
01.2017 - 01.2018
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Education
Bachelor of Science - Industrial Engineering
Martha Abreu University
Villa Clara, CU06-2011
Skills
- Policy analysis
- Medicare expertise
- Enrollment processing
- Goal oriented
Certification
- Licensed Insurance Agent/Broker - [State] Department of Insurance.
- Accident and Health License – [State] Department of Insurance.
Timeline
Licensed Health Insurance Agent
Best Medical Insurance
04.2023 - 01.2025
Accountant
Petroleum
01.2018 - 01.2019
Cashier
Retails Stores
01.2017 - 01.2018
- Licensed Insurance Agent/Broker - [State] Department of Insurance.
- Accident and Health License – [State] Department of Insurance.
Bachelor of Science - Industrial Engineering
Martha Abreu University
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