ROLF CHIQUITO
Orlando,FL
Summary
Conducts customer interviews, in person, inbound and outbound calls. Commended and awarded for exceeding agency goals while maintaining 91% customer satisfaction rate, over 25% conversion rate and top 10 core sales agent among more than 250 agents with more than 500 sales in two AEPs, one OEP and one ROY season. Proactive and friendly, professional proficient in several software (See Skills), CMS portal and most carriers brokers websites (From Doctors look up to enrollment tools and HRAs). Driven health insurance agent with expertise in promoting insurance options, determining customer needs. 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
HPone.com
04.2024 - 10.2024
- Provide knowledgeable guidance on Medicare plan options.
- Sales techniques to rebut prospect objections, focusing on closing the sale.
- Build lasting relationships with customers through attentive listening and personalized service, resulting in high rate of return business.
- Consistently exceeded sales targets by effectively communicating the benefits of various Medicare insurance plans.
- Ensure compliance with federal guidelines when assisting clients in selecting Medicare plans.
- Manage inbound calls from more than 27 different States, looking for different benefits, and dial outbound calls to reach prospects with coverage inquiries.
Medicare Insurance Agent
Healthinsurance.com
08.2022 - 03.2024
- Enhance customer satisfaction by providing knowledgeable guidance on coverage options.
- Ensure compliance with federal guidelines when assisting customers in selecting appropriate Medicare plans.
- Perform needs analysis to obtain information required to make appropriate coverage recommendations.
- Explain policy features, disadvantages, and advantages to promote insurance sales.
- Answer about 20 inbound calls from existing and future customers to answer inquiries and discuss insurance options. Make about 50 outbound calls to reach interested prospects.
Business Owner
Heroc LLC.
08.2018 - 07.2022
- Trained and motivated employees to perform business functions.
- Put together realistic budgets based upon costs to successfully operating business.
- Oversaw business budget planning and administration to handle financial needs.
- Devise and deploy sales and marketing tactics to drive strategic growth and support achievement of revenue goals.
General Manager
Cornerstone & Garden, Inc.
01.2016 - 08.2018
- Create and monitor promotional approaches to increase sales and profit levels.
- Manage budget implementations, employee reviews, training, schedules and contract negotiations.
- Develop and maintain relationships with customers and suppliers.
- Implement operational strategies and effectively build customer and employee loyalty.
- Prepare budgets, reduce costs, oversaw P&Ls and achieve margin targets consistently to stay on track with growth plans.
Financial Manager
PDVSA (Petroleos De Venezuela S.A.)
06.1997 - 05.2015
- Lead financial planning and analysis by managing key metrics, analyzing data and providing support and insight for strategic planning.
- Develop annual budgets in collaboration with financial director.
- Draft reports for leadership for use in strategic planning and decision making.
- Identify and investigate variances to financial plans and forecasts.
Education
Bachelor of Science - Accounting And Finance
University of Carabobo
Venezuela05.1998
Skills
- Clientele Development
- Persuasive Negotiations
- Consultative Selling Techniques
- Strategic Initiatives
- Adaptability
- Customer Experience
- Marketing Techniques
- Computer proficiency
- Knowledgeable in Microsoft office (excel, word, powerpoint, outlook), sunfire, landscape, CXone, balto, salesforce, quickBooks, oracle and SAP
Languages
English
Full Professional
Spanish
Native or Bilingual
Timeline
Medicare Insurance Agent
HPone.com
04.2024 - 10.2024
Medicare Insurance Agent
Healthinsurance.com
08.2022 - 03.2024
Business Owner
Heroc LLC.
08.2018 - 07.2022
General Manager
Cornerstone & Garden, Inc.
01.2016 - 08.2018
Financial Manager
PDVSA (Petroleos De Venezuela S.A.)
06.1997 - 05.2015
Bachelor of Science - Accounting And Finance
University of Carabobo
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