Summary
Overview
Work History
Education
Skills
Timeline
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Ricardo Montano

Boca Raton,FL

Summary

Dynamic sales agent with proven success at Simple Health Solutions and LuxeGuard Chief Health, being at the top of the board consistently, adept at regulatory compliance and client consultation. Skilled in evaluating policies and enhancing plans, I excel in problem-solving and communication. Bilingual in Spanish and English, I thrive in fast-paced environments, driving sales, and ensuring client satisfaction through tailored solutions.

Overview

9
9
years of professional experience

Work History

Health Insurance Agent

Simple Health Solutions
Boca Raton, Florida
03.2025 - Current
  • Third party for Healthcare.gov.
  • Enroll people in Affordable Care Act policies.
  • Compliant with market change regulations.
  • Advised clients on health insurance options, including coverage and cost comparisons.

Health Insurance Agent

Luxeguard Chief Health
Boca Raton, Florida
06.2024 - 01.2026
  • Had to sell limited indemnity policies, being compliant with the regulations.
  • Explained complex healthcare concepts to customers in an easy-to-understand way.
  • Cold calling, outbound calls.
  • Developed appropriate quotes based on risk information.
  • Evaluated existing policies to determine changes or modifications needed.
  • Assisted members to enhance current plans with supplemental benefits to boost sales.
  • Train and interview new hires.

Account Executive

Next level Thirty
Jersey City, NJ
01.2024 - 05.2025
  • In-person sales, I talked to around 200 people a day outside stores like Walmart, CVS, and Dollar Tree to encourage them to donate to well-known charities through monthly subscriptions. The charities for which I did the in-person sales were Project Hope and Heifer International.
  • Train new associates.
  • Improve the sales script.

Social Media Manager

Cilantro
Santa Cruz , Bolivia
11.2018 - 08.2019
  • Developed content for blog posts, landing pages, and social media platforms.
  • Designed promotional materials using graphic design software applications
  • Created and optimized promotional publications and related materials.
  • Participated in brainstorming sessions with other professionals to generate innovative ideas.

Marketing Intern

Farmacorp
Santa Cruz, Bolivia
01.2017 - 09.2018
  • Collaborated with designers on creating visuals for campaigns.
  • Collaborated with the sales team to develop promotional activities and sales support materials.
  • Monitored and reported on competitor marketing activities and strategies.

Education

Bachelor of Arts - Film And Tv

Savannah College of Art And Design
Savannah, GA
12-2023

MBA - Business Administration/Data Analytics

Westcliff University
Irvine, CA

Skills

  • Regulatory compliance
  • Client consultation
  • Market research
  • Problem solving
  • Multitasking
  • Teamwork
  • Adaptability and flexibility
  • Bilingual (Spanish/English)
  • Excellent communication

Timeline

Health Insurance Agent

Simple Health Solutions
03.2025 - Current

Health Insurance Agent

Luxeguard Chief Health
06.2024 - 01.2026

Account Executive

Next level Thirty
01.2024 - 05.2025

Social Media Manager

Cilantro
11.2018 - 08.2019

Marketing Intern

Farmacorp
01.2017 - 09.2018

Bachelor of Arts - Film And Tv

Savannah College of Art And Design

MBA - Business Administration/Data Analytics

Westcliff University

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Ricardo Montano