NALLELY J. RIVAS
Charlotte,NC
Summary
Dynamic sales professional with extensive experience at GoHealth, excelling in team leadership and sales strategies. Proven track record of exceeding goals, driving customer satisfaction, and implementing effective pipeline management. Bilingual with strong analytical skills, adept at needs analysis and fostering client relationships to enhance business growth.
Overview
15
15
years of professional experience
Work History
Receptionist
Aldersgate
01.2014 - Current
- Facilitated visitor welcome and assessed request nature for appropriate assistance.
- Scheduled appointments and meetings for senior staff to optimize time management.
- Collaborated with leadership team to enhance administrative processes continuously.
- Processed direct mail and managed incoming packages and deliveries efficiently.
- Addressed management requests, special needs, and complaints promptly.
- Composed and distributed emails on behalf of senior staff to teams and departments.
- Maintained HIPAA compliance by safeguarding confidentiality of patient records.
- Handled approximately 70 calls daily from a multi-line telephone system.
Inside Sales Representative
Policy Watch
05.2025 - 02.2026
- Engaged new and existing clients through phone, email, and text to build rapport.
- Conducted thorough needs analyses to uncover customer objectives and gather information.
- Set appointments and followed up with clients to ensure effective outcomes.
- Utilized a choice platform to transition between carriers, meeting diverse customer needs.
- Tracked multiple lines of business while servicing policies effectively.
- Achieved and exceeded monthly goals through focused efforts and attention to detail.
- Maintained regular check-ins with existing clients to foster retention and satisfaction.
- Collaborated with team members to enhance service delivery in property and casualty.
Bilingual Sr. Team Manager
GoHealth
08.2024 - 05.2025
- Oversaw key metrics and led a team of agents in high-level operations at GoHealth.
- Implemented strategic sales plans, expanding organization’s customer base significantly.
- Managed a peak season team of 16 agents to achieve operational goals.
- Set performance objectives, provided coaching, and addressed issues through effective feedback.
- Demonstrated strong leadership in managing operations and driving key performance metrics.
- Utilized analytical and problem-solving skills to enhance team dynamics and productivity.
- Developed strategic plans and established goals to ensure organizational success.
Bilingual License Sales Agent
Insuritas
09.2022 - 09.2024
- Provided exceptional customer service by promptly responding to inquiries and resolving issues.
- Engaged customers to understand requirements and educate them on coverage options.
- Presented and promoted insurance policies, explaining benefits, terms, and conditions.
- Utilized effective sales techniques to close deals and consistently exceed sales targets.
- Participated in team meetings and training sessions to enhance skills and industry knowledge.
- Cross-sold additional products, ensuring quotas were consistently met or exceeded.
- Collaborated with various insurance companies to serve individuals from banks and referrals nationwide.
Bilingual Performance Manager
TZ Insurance Solutions
04.2014 - 03.2022
- Achieved promotion from bilingual sales agent to sales supervisor within one year.
- Designed and implemented strategic sales plan, expanding organization’s customer base as bilingual performance manager.
- Launched two new tranzact sites; interviewed and trained new sales agents.
- Managed 50 sales agents and two supervisors during annual enrollment period.
- Oversaw 30 sales agents and one supervisor during special enrollment period.
- Formulated action plans that increased sales per agent consistently.
- Reviewed daily reports to ensure performance goals were met by sales agents.
- Delivered personalized training seminars weekly for 30 agents, enhancing skills and motivation.
Bilingual Customer Service Representative
Duke Energy
09.2010 - 07.2013
- Recruited as bilingual customer service representative to manage high-volume billing and service requests.
- Adjusted customer bills to ensure accuracy and satisfaction.
- Delivered exceptional service to all Duke Energy customers.
- Assisted management with escalated service issues from bilingual customers.
Education
General Studies -
Central Piedmont Community College
Charlotte, NCSkills
- Customer relationship management
- Needs analysis
- Sales strategies
- Pipeline management
- Insurance product knowledge
- Team leadership
Licenses Certificates
- NC Property and Casualty License
- NC Life, Health and Medicare Supplement License
- Notary
Languages
English
Professional
Spanish
Professional
Timeline
Inside Sales Representative
Policy Watch
05.2025 - 02.2026
Bilingual Sr. Team Manager
GoHealth
08.2024 - 05.2025
Bilingual License Sales Agent
Insuritas
09.2022 - 09.2024
Bilingual Performance Manager
TZ Insurance Solutions
04.2014 - 03.2022
Receptionist
Aldersgate
01.2014 - Current
Bilingual Customer Service Representative
Duke Energy
09.2010 - 07.2013
General Studies -
Central Piedmont Community College