MILANY DE JESÚS
Brandon,USA
Summary
Experienced Insurance Representative with a strong track record in customer service and problem resolution. Proven ability to handle complex inquiries and provide tailored insurance solutions. Committed to fostering positive client relationships and achieving company goals.
Overview
10
10
years of professional experience
Work History
Licensed Health Insurance Agent
Connexion Point
09.2022 - 12.2024
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Educated clients on complex insurance policies to facilitate informed coverage decisions.
- Transitioned from seasonal AEP sales agent to permanent Loyalty role with benefits.
- Answered inbound calls and initiated outbound calls to deliver Medicare plan information.
- Enrolled clients in supplement, advantage, C-SNP, D-SNP, PDP, dental, and vision plans.
- Delivered customer service support for account inquiries and policy details.
Health Insurance Agent
Together Health
06.2021 - 10.2022
- Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
- Calculated premiums and established payment methods.
- Created individualized proposals for clients to include coverage options, premiums and enrollment guidelines.
- Assisted members to enhance current plans with supplemental benefits to boost sales.
Customer Service Representative
General Dynamics Information Technology Inc
10.2014 - 10.2018
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Navigated computer system to look up customer information and update policies.
- Asked probing questions and offered solutions to resolve customer issues.
- Displayed strong telephone etiquette, effectively handling difficult calls.
Education
Human Resources Development -
University of Puerto Rico
San Juan, PRSkills
- CRM Software
- Verbal and Written Communication
- HIPAA Compliance
- Licensing Requirements 0240
- Medicare Compliance
- Notary Public
- Enrollment processing
- Medicare expertise
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Licensed Health Insurance Agent
Connexion Point
09.2022 - 12.2024
Health Insurance Agent
Together Health
06.2021 - 10.2022
Customer Service Representative
General Dynamics Information Technology Inc
10.2014 - 10.2018
Human Resources Development -
University of Puerto Rico
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