2-15 State Licenses
Hi, I’m
Maria Melendez Soto
Life and Health Insurance Agent
The Bronx,NY
Overview
26
2
Fluent Languages (Spanish and English)
9
Years of Health and Life Insurance Sales
Work History
MassMutual Metro NYNew York, NY
Independent Life Insurance Agent
2023.10 - Current (1 education.year_Label & 11 education.months_Label)
Job overview
- Maintain high standards of customer service by building relationships
with clients. - Analyze customers' financial situations to recommend appropriate
life insurance policies. - Cultivate customer relationships to provide customized life
insurance solutions tailored to individual needs. - Attend continuing education courses and workshops to gain
additional insurance industry knowledge.
Togetherhealth, LLC Tampa, FL
Licensed Health Insurance Agent
03.2022 - 07.2023
Job overview
- Recommended amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients, averaging 2-3 sales per day.
Assurance IQ, IncBellevue, Washington
Licensed Health Insurance Agent
2021.05 - 2022.01 (8 education.months_Label)
Job overview
- Assisted customers in finding adequate Medicare insurance options.
- Provided guidance through the enrollment process, and/or completed applications in compliance with appropriate state and federal guidelines.
- Averaged 2-3 sales per day.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
TZ Insurance Services, LLC
Licensed Life and Health Insurance Agent
08.2014 - 10.2020
Job overview
- Completed phone applications for life and health programs.
- Averaged 3-5 sales per day.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Obtained underwriting approval by completing necessary forms for coverage.
- Upsold additional products and services after identifying customer needs and requirements.
Education
Pikes Peak Community CollegeColorado Springs, CO
Associate of Applied Science from Paralegal Studies
06.2014
Skills
- Joyful and respectful communication
- Able to find solutions and/or deescalate difficult situations
- Proficient computer navigation skills
- Client Needs Analysis
- Call Control
- Organized and time efficient
- Customer Complaint Resolution
- Persuasive Negotiations
- Operational Efficiency
Summary
Successful and seasoned Life and Health Insurance Agent with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Certification
- 2.15 Licensed Insurance Agent - August 2014
Timeline
Independent Life Insurance Agent
MassMutual Metro NY
2023.10 - Current (1 education.year_Label & 11 education.months_Label)
Licensed Health Insurance Agent
Togetherhealth, LLC
03.2022 - 07.2023
Licensed Health Insurance Agent
Assurance IQ, Inc
2021.05 - 2022.01 (8 education.months_Label)
Licensed Life and Health Insurance Agent
TZ Insurance Services, LLC
08.2014 - 10.2020
Pikes Peak Community College
Associate of Applied Science from Paralegal Studies
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