Rose Perez
Fort Lauderdale,FL
Summary
Results-driven Health Licensed Agent accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style.
Overview
3
3
years of professional experience
Work History
Licensed Health Insurance Agent
TrueCoverage
07.2021 - Current
- Increased client satisfaction by efficiently addressing their insurance needs and providing personalized solutions.
- Enhanced customer retention through effective relationship-building and follow-up strategies.
- Streamlined the insurance application process for clients, resulting in faster approvals and higher satisfaction rates.
- Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
Education
High School Diploma -
Miramar High School
Miramar, FL08.1985
Skills
- Needs Assessment
- Inbound Call Management
- Enrollment Processing
- Life Insurance
- Compliance Knowledge
- HIPAA Knowledge
- Objection Handling
- Individual Health Plans
- Active Listening
- Relationship Building
- Client Retention
- Multitasking
- Policy Comparison
- Product Knowledge
- Disability Insurance
- Medicaid Expertise
- Excellent Communication
- Ethical Conduct
- Medicare Expertise
- Cross-Selling
- Telephone Etiquette
- Healthcare Regulations
- Client Needs Analysis
- HIPAA Compliance
- Loss Coverage Determination
- Customer Complaint Resolution
- Insurance Eligibility
- Insurance Policy Sales
- Marketing Strategy Development
- Licensing Requirements
- Policy Renewals
- Policy Changes
- Health Insurance Sales
- Client Relations
- Customer Referrals
Accomplishments
Leader role for Top-Producer in Medicare MAPD, Supplements, PDP and ancillaries
Timeline
Licensed Health Insurance Agent
TrueCoverage
07.2021 - Current
High School Diploma -
Miramar High School
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