Mark J. Furtado
Citrus Heights,California
Summary
Experienced insurance professional specializing in employer-client relationship management and business development. Proven ability in risk assessment and policy customization tailored to client specifications. Dedicated to ongoing professional development, leading to enhanced industry expertise and effective communication.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Data Resource Manager
Nocito Benefit Insurance Services, Inc.
Carmichael, California
11.2020 - 11.2023
- Managed client records with agency management software to affirm precision and accessibility.
- Managed employee benefits book of business, serving over 300 groups effectively.
- Processed insurance applications and renewals efficiently to support timely coverage.
Accounts Executive
Nocito Benefit Insurance Services, Inc.
Carmichael, USA
11.2020 - Current
- Managed client accounts, fostering robust relationships with business owners.
- Delivered engaging presentations to clients, highlighting product benefits and features.
- Educated clients on policy features, benefits, and claims processes.
- Cultivated strong client relationships through effective communication and support.
- Achieved licensure as an Insurance Agent, demonstrating commitment to professional development.
Recreation Intern/Intramural Sports
CBU
Riverside, USA
08.2019 - 05.2020
- Executed high-level special events and championships, exceeding participant expectations.
- Managed league operations from setup to teardown, ensuring seamless execution.
- Collaborated with team to efficiently conceptualize and plan events.
Education
Bachelor of Science - Kinesiology
California Baptist University
Riverside, CA05.2020
Skills
- Account oversight
- Data interpretation
- Detail focus
- Sales tactics
- Customer engagement
- Insurance certification
Certification
- Licensed Insurance Agent
Community Service
- Youth group leader at Doxa Church in Rocklin, planning events, hosting game nights, and leading in depth conversation
- Serve as a greeter on the welcome team at Doxa Church, making sure everyone is warmly accepted.
Timeline
Data Resource Manager
Nocito Benefit Insurance Services, Inc.
11.2020 - 11.2023
Accounts Executive
Nocito Benefit Insurance Services, Inc.
11.2020 - Current
Recreation Intern/Intramural Sports
CBU
08.2019 - 05.2020
Bachelor of Science - Kinesiology
California Baptist University
Similar Profiles
Bianca PereaBianca Perea
Benefits Specialist/Benefits Administrator at Benefit Harbor Insurance ServicesBenefits Specialist/Benefits Administrator at Benefit Harbor Insurance Services
Robin McKeelRobin McKeel
Director of Operations at One Digital Insurance / Platinum Benefit ConsultinDirector of Operations at One Digital Insurance / Platinum Benefit Consultin
YUNGUK SHINYUNGUK SHIN
National Health Insurance at Insurance Benefit DepartmentNational Health Insurance at Insurance Benefit Department
Tina BettsTina Betts
Team Lead at Tractor SupplyTeam Lead at Tractor Supply
Alexander MedinaAlexander Medina
Facility Attendant at Le FiveFacility Attendant at Le Five