Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Rolf Chiquito

Orlando,FL

Summary

Patient-focused of health insurance sales experience. Conducts client interviews, responds to telephone and email inquiries and analyzes client requirements. Commended and awarded for exceeding agency goals while maintaining 91% client satisfaction rate, over 25% conversion rate and top 10 core sales agent among more than 150 agents with more than 500 sales in two AEP, one OEP and one ROY season.

Proactive and friendly professional proficient in Cherpa, Excel, Salesforce, CMS portal and Sunfire.

Driven health insurance agent with expertise in promoting insurance options, determining clients' needs and detecting potential clients. In-depth knowledge of claims processing, database management and correspondence. Outstanding analytical, interpersonal and organizational skills. Dedicated to expediently resolving insurance issues and exceeding client expectations.

Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.

Overview

27
27
years of professional experience

Work History

Medicare Insurance Agent

Healthinsurance.com
08.2022 - Current
  • 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.
  • Built lasting relationships with clients through attentive listening and personalized service, resulting in a high rate of return business.
  • Consistently exceeded sales targets by effectively communicating the benefits of various Medicare insurance plans.
  • Ensured compliance with federal guidelines when assisting clients in selecting appropriate Medicare plans.

Health Insurance Agent

Cardali Group Inc.
11.2021 - Current
  • Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
  • Scanned, received and sent faxes to insurance claims, co-pay assistance information and patient documentation.
  • Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
  • Explained features, disadvantages and advantages of policies to promote insurance sales.
  • Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
  • Contacted insurance companies to discuss and resolve unpaid claims and incorrectly paid claims.
  • Used Health Cherpa and Health Marketplace to maintain new and existing accounts.

Business Owner

Heroc LLC.
08.2018 - 11.2021
  • Consulted with customers to assess needs and propose optimal solutions.
  • Trained and motivated employees to perform daily business functions.
  • Put together realistic budgets based upon costs and fees for successfully operating business.
  • Oversaw business budget planning and administration, accounting functions, purchasing and bi-weekly payroll to handle financial needs.
  • Devised and deployed sales and marketing tactics to drive strategic growth and support achievement of revenue goals.
  • Capitalized on social media platforms to increase market awareness and recruit sales agents.
  • Kept all building areas and equipment functional and well-organized to promote business performance.
  • Created and monitored promotional approaches to increase sales and profit levels.

General Manager

Cornerstone & Garden, Inc.
01.2016 - 08.2018
  • Managed budget implementations, employee reviews, training, schedules and contract negotiations.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures and technology systems.
  • Implemented operational strategies and effectively built customer and employee loyalty.
  • Organized budgets, oversaw P&Ls and achieved margin targets consistently to stay on track with growth plans.
  • Reduced costs, managed delivery schedules and performed risk analysis to improve overall profitability.

Financial Manager

PDVSA (Petroleos De Venezuela S.A.)
06.1997 - 05.2015
  • Led financial planning and analysis by managing key metrics, analyzing data and providing support and insight for strategic planning.
  • Established budgetary benchmarks and formulated financial management strategies by researching operating and historical financial records.
  • Developed annual budgets in collaboration with financial director.
  • Drafted reports for leadership for use in strategic planning and decision making.
  • Identified and investigated variances to financial plans and forecasts.

Education

Master of Science - Accounting And Finance

University of Carabobo
Venezuela
05.1998

Skills

  • Clientele Development
  • Policy Renewals
  • Referral Generation
  • Persuasive Negotiations
  • Client Prospecting
  • Consultative Selling Techniques
  • Policyholder Communication
  • Strategic Initiatives
  • Form Completion and Submission
  • Health Insurance Industry Knowledge
  • Administrative Support
  • Insurance Recommendation
  • Customer Experience
  • Marketing Techniques
  • Consultative Sales Approach

Languages

English
Professional Working
Spanish
Native or Bilingual

Timeline

Medicare Insurance Agent

Healthinsurance.com
08.2022 - Current

Health Insurance Agent

Cardali Group Inc.
11.2021 - Current

Business Owner

Heroc LLC.
08.2018 - 11.2021

General Manager

Cornerstone & Garden, Inc.
01.2016 - 08.2018

Financial Manager

PDVSA (Petroleos De Venezuela S.A.)
06.1997 - 05.2015

Master of Science - Accounting And Finance

University of Carabobo

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Rolf Chiquito