Years of professional work experience
Oswaldo (Ozzy) Guerra Jr
Finance
Edinburg,PA
Summary
Experienced team player with a focus on customer service, sales and business success. I have self-management experience through being successful in my recent sales roles. I am always seeking growth independently through teamwork, expand business knowledge and lead a team of business professionals while contributing to the organization's overall mission.
Overview
10
10
4
4
Years of financial and insurance experience
Work History
Medicare Insurance Agent
Humana
04.2023 - Current
- Worked with a few different insurance companies independently prospecting and building up my own book of business with some carriers mostly for life insurance but I did sell some car insurance as well
- Continued development of product knowledge and adhered to the schedule I set for myself as well with time management.
- Enhanced client satisfaction by providing knowledgeable guidance on Medicare plan options and enrollment procedures.
- Streamlined the application process for clients, ensuring accurate and timely submission of required documentation.
- Consistently met or exceeded sales targets by effectively communicating the benefits of various Medicare insurance plans.
Medicare Agent
All Web Leads (AWL)
07.2022 - 02.2023
- Met and exceeded monthly policy sales targets
- Discovered needs of pre-qualified insurance shoppers
- Overcame sales objections and closed at a high rate remotely
- Cross sold related insurance products
- Accurately recorded all required information in the agency management platform.
Insurance Agent
Kemper Life
02.2021 - 02.2022
- Conducted interviews, recommend products, close sales, and use the Family Security Selling System
- Continuously prospected for sales opportunities
- Collect premiums from policyholders, based on a pre-arranged schedule
- Responded promptly to policyholder service requests such as beneficiary changes, claims, loans, etc
- Kept records, accounting for money collected, and processing paperwork for claims or beneficiary changes.
Sales Representative
State Farm - McAllen, TX
10.2019 - 02.2021
- Developed leads, schedule appointments, identify customer needs, and market appropriate products and services
- Provide prompt, accurate, and friendly customer service
- Service included responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
- Worked with the agent to establish and meet marketing goals
- Used a customer-focused, needs-based review process to educate customers about insurance options.
Direct Sales
Entel Marketing - McAllen, TX
07.2019 - 10.2019
- Door to door in search of individuals to help lower their energy bill and ultimately switch over light companies with utmost respect and professionalism.
Apple Technical Support
Teleperformance - Edinburg, TX (Remote)
06.2018 - 06.2019
- Identified and resolved technical issues with a variety of diagnostic tools
- Researched, troubleshoot and resolve complex problems independently that may arise with an iOS & macOS device including but not limited to, setting up repair orders and answering any general question regarding the Apple brand.
Education
Bachelor of Business Administration - Management
The University of Texas Rio Grande Valley
Skills
- Flexible thinker
- Clientele focused
- Insurance licenses
- Marketing
- Stock Market Experience
- Cash register
- Problem solver
- Smart Phone Technical support
- Complex problem solver
- Visionary
- Accustomed to shift work
- Dedicated team player
- Adaptable learner
- Able to relate to a diverse customer base
- Product Presentation
- Goal-Oriented
- Financial Management
- Client Relationship Management
Timeline
Medicare Insurance Agent
Humana
04.2023 - Current
Medicare Agent
All Web Leads (AWL)
07.2022 - 02.2023
Insurance Agent
Kemper Life
02.2021 - 02.2022
Sales Representative
State Farm - McAllen, TX
10.2019 - 02.2021
Direct Sales
Entel Marketing - McAllen, TX
07.2019 - 10.2019
Apple Technical Support
Teleperformance - Edinburg, TX (Remote)
06.2018 - 06.2019
Bachelor of Business Administration - Management
The University of Texas Rio Grande Valley
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