Hi, I’m
Miguel Alvarado
Staten Island,NY
Summary
As a positive and passionate leader, I am fully committed to achieving excellence in all aspects of business, with over a decade of experience in management and extensive knowledge in the insurance industry, I possess a deep understanding of the industry's complexities. My exceptional skills in team building and mentorship have enabled me to create and lead successful teams that consistently exceed expectations. With my unwavering commitment to excellence, I am confident in my ability to drive success and inspire greatness in those around me.
Overview
7
years of professional experience
1
Certificate
Work History
Assurance IQ
Insurance Consultant
08.2022 - Current
Job overview
- Conducted thorough needs assessments to identify individual Medicare requirements and provide personalized solutions, demonstrating commitment to exceptional client service.
- Conducted annual reviews of existing policies to update old clients on new information and policy changes.
- Followed up with customers to check on changing needs and propose new offerings.
- Generated new business opportunities by consistently providing exceptional service while addressing client's policy concerns.
Symmetry Financial Group
Insurance Agent
10.2021 - 08.2022
Job overview
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Conducted underwriting to assess future client's medical history (past and present) to determine likelihood of approval.
- Managed over 50 customer calls per day while Maintaining high standards of customer service helping to building relationships with clients.
Stop And Shop
Perishable Manager
08.2016 - 08.2022
Job overview
- Supervised staff of over 100 employees in daily activities, delivering continuous training and coaching to bolster each employee's skill set.
- Slashed payroll/benefits administration costs 30% by negotiating pricing and fees, while ensuring the continuation and enhancements of services.
- Tracked store inventory, reviewed outgoing orders and submitted verified orders for billing.
- Implemented action plans to achieve company goals and reduce inventory shrinkage due to loss and theft.
Education
Berkeley CollegeNew York, NY
2011
Skills
- Insurance Knowledge
- High Net Worth Individuals Marketing
- Risk Management Processes
- Professional Development
- Critical Thinking
- Strategize Business Plans
- Coaching and Mentoring
- Health Insurance Industry Knowledge
- Management of Financial Resources
- Underwriter
- Customer services management
- Leadership
Certification
• Series 6 ( Life, Accident and Health, Travel Accident).
• Series 17-70 ( Independent Adjuster for General, Accident & Health).
• Ahip certification.
• Food handlers.
Timeline
Insurance Consultant
Assurance IQ
08.2022 - Current
Insurance Agent
Symmetry Financial Group
10.2021 - 08.2022
Perishable Manager
Stop And Shop
08.2016 - 08.2022