Ricardo Lopez
Orlando,FL
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
20
20
years of professional experience
Work History
Independent Insurance Advisor
Self Employed Web
Orlando, Florida
08.2016 - Current
- Explained coverage options to potential policyholders, answering questions or concerns.
- Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.
Telesales Agent /Member Services Specialist
HealthPlan Services
Orlando, Florida
12.2014 - 06.2016
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Assisted customers with selecting appropriate plans based on their needs.
Medicare Enrollment Specialist
WellCare
Tampa, Florida
10.2012 - 06.2013
- Proofread documents carefully to check accuracy and completeness of all paperwork.
- Assisted customers with completing the application process for Medicare enrollment.
- Adhered strictly to all HIPAA privacy rules when handling confidential patient information.
Telesales Agent /Member Services Specialist
Universal Healthcare
Saint Petersburg, Florida
08.2010 - 09.2012
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Provided product information and answered questions about Medicare services.
- Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.
Telesales Agent / Member Services Specialist
TRG Insurance Solutions
Tampa, Florida
01.2008 - 08.2010
- Advised customers on various aspects of their health insurance policies.
- Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.
Telesales Insurance Agent
Humana
Tampa, Florida
06.2005 - 08.2007
- Advised customers on various aspects of their health insurance policies.
- Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.
- Maintained accurate records of sales activities and customer interactions.
Education
Some College (No Degree) - General Studies
SUNY Farmingdale
Farmingdale, NYSkills
- Insurance policy explanation
- Medicare sales
- Customer needs assessment
- Policy documentation
- Regulatory compliance
- Customer relationship management
Timeline
Independent Insurance Advisor
Self Employed Web
08.2016 - Current
Telesales Agent /Member Services Specialist
HealthPlan Services
12.2014 - 06.2016
Medicare Enrollment Specialist
WellCare
10.2012 - 06.2013
Telesales Agent /Member Services Specialist
Universal Healthcare
08.2010 - 09.2012
Telesales Agent / Member Services Specialist
TRG Insurance Solutions
01.2008 - 08.2010
Telesales Insurance Agent
Humana
06.2005 - 08.2007
Some College (No Degree) - General Studies
SUNY Farmingdale
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