Pamela Rodriguez
Orlando,FL
Summary
Organized and reliable Health & Life Insurance Agent with proven success in health, life, and auto insurance sales. Expertise in customer service and risk assessment, utilizing CRM software to effectively manage leads and enhance sales performance. Committed to client education and policy customization, consistently surpassing sales targets and contributing to team goals. Licensed 2-15 Health & Life Insurance.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Medicare Sales Agent
PSG Staffing Agency/ Aucera
08.2024 - 11.2024
- Educated potential customers on the benefits and features of various Medicare plans
- Consistently met or exceeded monthly sales targets through strategic planning
- Utilized CRM software to track leads, manage customer interactions, and forecast future sales opportunities
Health Insurance ACA Sales Agent
Health Coverage Helpers
03.2022 - 08.2024
- Guided clients in selecting ACA health insurance plans tailored to their needs
- Explained various insurance policies and product options to potential clients
- Built customized insurance policies and packages to meet individual client needs
Auto Insurance Sales Agent
Flinsco Insurance
11.2020 - 07.2021
- Engaged customers and built relationships to drive long-term sales
- Provided auto insurance quotes for new customers in Florida and Alabama via outbound and inbound calls
- Demonstrated strong communication, sales, and customer service skills
Auto Insurance Sales Agent
Broward Insurance Agency
11.2019 - 11.2020
- Assisted customers in selecting the best auto insurance policies to fit their needs
- Educated clients on different coverage options and risk factors
Auto Insurance Sales Agent
Florida First Insurance
06.2017 - 11.2019
- Provided auto insurance quotes from multiple companies to customers in Florida
- Conducted outbound and inbound calls to generate and close sales
Customer Service/ Fronter
A1 Diabetes & Medical Supply
10.2016 - 02.2017
- Made outbound calls to Medicare patients to provide information about pain management and diabetic testing supplies
Education
High school diploma -
Cornerstone Christian School
Townsend, GA06.2000
Skills
- Bilingual (English & Spanish)
- Sales strategies and upselling
- Inside sales proficiency
- Sales and Marketing
- Customer Relationship Management (CRM)
- Communication and Interpersonal
Certification
- 2-15 Health & Life Insurance License
Timeline
Medicare Sales Agent
PSG Staffing Agency/ Aucera
08.2024 - 11.2024
Health Insurance ACA Sales Agent
Health Coverage Helpers
03.2022 - 08.2024
Auto Insurance Sales Agent
Flinsco Insurance
11.2020 - 07.2021
Auto Insurance Sales Agent
Broward Insurance Agency
11.2019 - 11.2020
Auto Insurance Sales Agent
Florida First Insurance
06.2017 - 11.2019
Customer Service/ Fronter
A1 Diabetes & Medical Supply
10.2016 - 02.2017
High school diploma -
Cornerstone Christian School
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