Roberto Gutierrez
Miami,FL
Summary
Hello! The employee you will get with me will be a reliable, resourceful and relentless one. Results-oriented professional with 8+ years of combined experience in the sales and medical fields. Demonstrated expertise in fostering customer relationships and achieving sales targets. Strong background in understanding and meeting the diverse needs of patients and clients alike. Proactive and dedicated, aiming to leverage these strengths in a position where continuous improvement, commitment to excellence, and exemplary customer service are paramount.
Overview
10
10
years of professional experience
Work History
Licensed Health Insurance Agent
TrueCoverage,LLC
Miami, FL
08.2023 - 08.2024
- Assisted customers with filing claims, appeals, and other paperwork related to their policies.
- Researched and analyzed customer data to ensure accuracy of coverage information.
- Provided detailed explanation of policy terms, conditions, and benefits to clients.
- Ensured that all documents were properly completed prior to submitting them for review.
- Identified areas where additional coverage may be needed or beneficial for clients.
- Provided support during open enrollment periods by answering inquiries from potential customers.
- Advised clients on changes in their insurance policies due to life events such as marriage or childbirth.
- Developed and implemented insurance plans for customers based on their individual needs.
- Maintained accurate records of all customer interactions and transactions.
- Resolved customer complaints in a timely manner while maintaining excellent customer service standards.
- Calculated premiums and established payment methods.
- Developed base for long-term sources of client prospects with referrals, occupational and special interest groups.
- Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
- Sought out new clients and developed clientele by networking to find new customers.
Licensed Health Insurance Agent
Cozmo Health
Hollywood, FL
09.2024 - 04.2025
- Explained coverage options to potential policyholders, answering questions or concerns.
- Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
- Educated customers on various health insurance products and services available.
- Provided detailed explanation of policy terms, conditions, and benefits to clients.
Sales and Driver Technician
Medical Care Services
Tavernier, FL
05.2019 - 06.2023
- Set-up Equipment at customer locations to complete deliveries.
- Delivered Medical products to customers and completed efficient setups.
- Loaded trucks with wide range of components, products and packages.
- Instruct Patients on how to use the medical equipment.
- Inform patients on products that may improve their everyday life and complete sales.
- Maintain Inventory of equipment.
- Built customized solutions to meet customers' medical requirements.
- Obtained consistent word-of-mouth referrals by fully satisfying customers with expert service.
Logistics Coordinator
SkyPostal
Miami, FL
11.2018 - 05.2019
- Lifted materials of varied weights on regular basis.
- Packed and labeled merchandise to prepare for loading and shipment to customers.
- Kept shelves, workstations and pallet areas neat and tidy to maintain safe work environment.
- Prepared inventory for shipment by attaching tags and labels.
- Received deliveries, scanned packages and updated orders in internal database.
- Moved boxes, containers and pallets with special-purpose equipment to meet demanding production targets.
- Assisted coworkers with special projects to learn new tasks while gaining additional responsibilities.
- Prioritized work based on business demands and freight delivery times.
- Dispatched information to service providers to schedule freight movement.
Real Estate Agent
Premier Real Estate Associates
Miami, FL
03.2018 - 11.2018
- Managed real estate transactions from initiation to closing.
- Showed residential properties and explained features, value and benefits of available homes.
- Oversaw and negotiated offers for real estate purchases on clients' behalf.
- Advised prospective clients on current market activities and optimal buying or selling choices.
- Served as local real estate expert, advising customers on market dynamics and home prices.
Assistant Manager
Kadosh Medical Center
Miami, FL
06.2015 - 02.2018
- Adhered to HIPAA requirements to safeguard patient confidentiality.
- Answered telephones and directed calls to appropriate medical or adminstrative staff.
- Scheduled and confirmed patient appointments and consultations.
- Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
- Greeted patients, determined purpose of visit and directed to appropriate staff.
- Compiled and coded patient information or data in appropriate computer system.
- Delegated daily tasks to team members to optimize group productivity.
- Collaborated with store manager to develop strategies for achieving sales and profit goals.
- Organized schedules, workflows and shift coverage to meet expected business demands.
T-Mobile Salesperson
T-Mobile
Miami, FL
06.2015 - 02.2018
- Developed key customer relationships to increase sales.
- Sparked social conversations with customers to provide friendly atmosphere and smooth shopping experience.
- Placed orders and answered customer questions in-person, through email and over phone to maximize customer service.
- Arranged merchandise for display to highlight new styles, attract customers and enhance sales.
- Maintained current store, product and promotional knowledge to drive consistent sales.
- Developed eye for detail and suggested accessories to complement purchase.
- Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
Education
High School Diploma -
Miami Coral Park Senior High School
06.2015
Some College (No Degree) - Business Administration And Management
Miami Dade College
Skills
- Customer-oriented
- Planning ability
- Dependable and reliable
- Courteous and polite demeanor
- Product and Service Knowledge
- Post-Sales Support
- Inside and Outside Sales
- Sales Closing
- Relationship Selling
- Account Management
- Business Development
- Market Knowledge
- Networking and Partnership Development
- In-Person and Telephone Interviewing
- Administration and Reporting
- Work Planning and Prioritization
- Scheduling and Coordinating
- Customer Service
- Creative Problem Solving
- Compliance knowledge
- Goal-Oriented
- Inbound Call Management
- Insurance knowledge
- Financial Due Diligence
- Insurance Policy Sales
- Call Center Customer Service
- Life Insurance Sales
- Reliability
- Attention to Detail
- Analytical Thinking
- Insurance sales strategy
Timeline
Licensed Health Insurance Agent
Cozmo Health
09.2024 - 04.2025
Licensed Health Insurance Agent
TrueCoverage,LLC
08.2023 - 08.2024
Sales and Driver Technician
Medical Care Services
05.2019 - 06.2023
Logistics Coordinator
SkyPostal
11.2018 - 05.2019
Real Estate Agent
Premier Real Estate Associates
03.2018 - 11.2018
Assistant Manager
Kadosh Medical Center
06.2015 - 02.2018
T-Mobile Salesperson
T-Mobile
06.2015 - 02.2018
High School Diploma -
Miami Coral Park Senior High School
Some College (No Degree) - Business Administration And Management
Miami Dade College