Natalie Velez
Florida Health Care Plans
Deltona,FL
1
Certification
4
years of professional experience
Dedicated Sales Development Representative focused on delivering exceptional client experiences by supporting the agents appointed with FHCP. Skilled in analyzing enrollment processes and providing technical support, committed to enhancing operational efficiency and driving positive outcomes in healthcare insurance. I am proficient in ACA products, Medicare products and enrollment processes.
Work History
Sales Development Representative
1 Year 11 Months- Identified local community events for agents to engage with and collaborated during these events.
- Presented Medicare seminars and ACA workshops to educate community members.
- Conducted training sessions on FHCP products and agent portal functionalities.
- Provided expert technical assistance to agents utilizing FHCP's Agent Portal CRM platform.
- Analyzed enrollment flow to identify issues and collaborated with vendor to implement corrective measures.
Independent Agent
2 Years 6 Months- Facilitated comprehensive assessments to deliver tailored plan options and evaluate coverage costs.
- Oversaw client enrollment and annual renewal processes to ensure seamless transitions.
- Represented clients in communications with insurance providers to resolve issues effectively.
Education
High School Diploma
Associate of Science - Business Administration
Skills
CRM proficient
Customer relationship building
Client engagement
Goal-oriented mindset
Problem-solving
Teamwork and collaboration
Multitasking
Product knowledge
Accomplishments
My first year as a health insurance agent I achieved Rookie of the Year while working for Sunsure Insurance.
Certification
- Licensed Health and Life 215 - November 2021 to current
Timeline
Sales Development Representative
Florida Health Care Plans
09.2024 - CurrentRead More
Independent Agent
Sunsure Insurance Solutions
03.2022 - 09.2024Read More
Hickman Mills High School
High School Diploma
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Daytona State College
Associate of Science from Business Administration
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Rookie of the year with Sunsure Insurance
I was the highest performing new agent in the agency. I achieved this with hard work and taking any opportunity presented to me to get in front of potential clients to guide them to a health insurance plan that best fit their needs.