Martin Valyo
LK WORTH BCH,United States
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Health Insurance Broker
Health Sherps
08.2020 - Current
- Provided advice and guidance to customers regarding health insurance plans, coverage options, and benefits.
- Assessed customer needs and provided tailored solutions for their individual healthcare requirements.
- Processed applications for health insurance policies and ensured accuracy of information provided.
Insurance Broker
Agility Insurance Services (FMO) remote
Richardson, TX
04.2020 - Current
- Developed insurance policies and programs to meet customer needs.
- Conducted market research to identify competitive rates for clients.
- Resolved customer inquiries regarding policy changes or coverage issues.
- Utilized industry software tools such as rating engines and quoting systems.
- Maintained up-to-date knowledge of industry trends and regulations.
- Collaborated with other departments within the organization on projects.
Customer Service Representative
Teleperformance USA - remote
Port St Lucie , FL
09.2022 - 10.2024
- Answered customer inquiries and provided accurate information regarding products and services.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
Retail Insurance Agent
Compass Health (Florida Blue) in office
Boynton Beach, FL
01.2018 - 03.2021
- Developed insurance policies and programs to meet customer needs.
- Analyzed financial data related to insurance products to ensure accuracy of information.
- Resolved customer inquiries regarding policy changes or coverage issues.
- Ensured compliance with all applicable laws and regulations.
- Collaborated with other departments within the organization on projects.
- Attended networking events to build new contacts in the industry.
- Served as a point of contact for customers throughout the life cycle of their policies.
Education
BBA - Business Management
University of Mississippi
Oxford, MS05-1983
Skills
- CRM Software
- Account Management
- Customer Follow-Up
- Client Relations
Certification
- FL Life & Health 215 FL Property & Casualty 220
Timeline
Customer Service Representative
Teleperformance USA - remote
09.2022 - 10.2024
Health Insurance Broker
Health Sherps
08.2020 - Current
Insurance Broker
Agility Insurance Services (FMO) remote
04.2020 - Current
Retail Insurance Agent
Compass Health (Florida Blue) in office
01.2018 - 03.2021
BBA - Business Management
University of Mississippi
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