Sheena Barrios
Spring Hill,FL
Summary
Top producing sales and insurance professional with over 10 years of experience driving business growth, building strong client relationships, and managing day-to-day operations. Experienced in property, casualty, commercial, life, and Medicare insurance, with a proven ability to identify customer needs, present tailored solutions, and consistently meet sales goals. Skilled in team leadership, account management, business development, remote and field sales, event marketing, and delivering exceptional customer service. Recognized for strong communication, problem-solving, and organizational abilities, with a results-driven approach and the adaptability to succeed in fast-paced environments.
Overview
18
18
years of professional experience
Work History
Property & Casualty Insurance Agent
AAA
Spring Hill, FL
07.2022 - 07.2025
- Generated new business through cold calling, referrals, networking, and community outreach.
- Represented AAA at community marketing events, local festivals, business expos, and promotional events to increase brand awareness and generate qualified leads.
- Built and maintained relationships with local businesses, community organizations, and referral partners.
- Prospected daily to develop a consistent pipeline of new clients and cross-selling opportunities.
- Cross-sold additional products and services to increase client retention and agency revenue.
- Maintained accurate customer records and documented client interactions using CRM systems.
- Met or exceeded monthly sales, retention, and production goals.
- Educated clients on risk management strategies and insurance coverage options to help protect their assets.
- Collaborated with branch staff and marketing teams to execute local sales campaigns and community engagement initiatives.
Liaison & Sales Engagement Representative
United Vein & Vascular Centers
Tampa, FL
07.2018 - 07.2022
- Worked directly with President, CEO & management to advise on best practices and tracking methods for Sales improvement, Community outreach and Physician Liaison programs.
- Implementation of sales operation's in contact center.
- Manage data for all patients and report monthly results for conversation and growth of company.
- Took sole ownership over all PL/COR leads and accuracy. Once perfected, implemented retention project.
- Formed retention protocols and referral protocols to lower marketing costs.
- Field experience as a Physician Liaison, direct relationship with liaison team, doctors, office staff and PEC team.
- Knowledge on processes and expectations for outside and inside sales team.
- Conduct in office and virtual meetings to network with other physicians to build relationships and gain clientele.
Medicare Sales Agent
Humana
Tampa, FL
06.2017 - 03.2018
- Licensed and appointed in 18 states to sell insurance
- Receive inbound calls in high volume, required security screenings per CMS and QA, update/create member profiles using Canvas CRM
- Perform qualifying questions, complete needs analysis with client (Dr's, prescriptions, finances, benefits ect.) determine most suitable options per needs CMS guidelines
- Present best options based off of client needs and affordability.
- Cross sell other products such as Dental, vision, hearing and other indemnity plans
- Set appointments for prospects to meet with live agent per CMS guidelines.
- Finished in top 3 sales agent on team of 20+ agents, closing the season.
Medicare Sales Broker
Health Plan One Medicare Solutions
Tampa, FL
07.2016 - 02.2017
- Thorough knowledge and understanding of various insurance, ancillary/annuity products and regulations available in several states.
- Respond to internet generated leads in regards to various Medicare health insurance and ancillary needs.
- Assist by conducting thorough analysis, consultant in order to narrow down and select necessary/desired products.
- Research and document information such as prescriptions, doctors/specialists, facilities and general information to consult and advise on most comprehensive options.
- Enroll recipients via phone or mailed applications.
- Create/Verify/Edit client profiles via CSR. Create/maintain client and sales spreadsheets using excel.
- Complete state/federal trainings/certifications. Uphold HIPAA, CMS, State and federal laws/guidelines with each client.
Field Broker
AmeriLife
Brandon, FL
03.2016 - 07.2016
- Independently attain 215 license, become appointed with numerous Medicare, life, annuity and indemnity products.
- Prospect for new clients/referrals daily.
- Travel to homes, retirement agencies, Dr's office in order to gain new clientele
- Set appointments using provided leads (T65, mail in\\'s and internet based leads)
- Conduct face to face analysis and assistance to enroll in various products with prospects.
- Hold sole responsibility with highly sensitive information of clients
Admissions Advisor
Ultimate Medical Academy Online Operations
Tampa, FL
12.2014 - 10.2015
- Conduct thorough interview with prospective students
- Build professional/personal relationship with prospects/students
- Provide students with thorough information about programs, class expectations, tuition costs ect.
- Navigate students through websites, applications, financial aid, acceptance procedures ect.
- Attain Acedemy and federal documents necessary from students via email, fax, or mail.
- Meet demanding sales and dial quotas off 300 manual dials per day and 25 monthly starts.
- Manage and assist all students to begin online classes.
Department Manager
Walmart Supercenter
Tampa, FL
02.2008 - 05.2013
- Manage and assign daily duties, projects and tasks to team of 7
- Provide exceptional customer service and experience in high paced environment
- Generate and input work schedules for team
- Conduct and evaluate interviews for prospective associates
- Train new associates job duties, company and state laws and policies.
- Order and manage inventory. Count, enter and report inventory data monthly
- Learn to assist in all departments and functions of store.
Independent Insurance Agent
Veritas Financial Group
Spring Hill, FL
07.2025 - Current
- Generated new business through field sales, phone prospecting, referrals, networking, and community outreach initiatives.
- Educated clients on comprehensive insurance solutions, including auto, home, commercial, life, Medicare, and supplemental insurance products.
- Built and maintained long-term client relationships by conducting policy reviews and recommending appropriate coverage based on changing needs.
- Participated in community events, local business networking groups, and marketing campaigns to increase brand awareness and generate qualified leads.
- Conducted needs-based consultations to identify coverage gaps and provide customized insurance recommendations.
- Managed the full sales cycle from prospecting and quoting to policy issuance and ongoing account servicing.
- Consistently followed up with prospects and existing clients to improve retention, cross-sell additional products, and generate referrals.
- Utilized CRM systems to track leads, document client interactions, and maintain an organized sales pipeline.
- Stayed current on carrier guidelines, insurance regulations, and product offerings to ensure accurate recommendations and compliance.
- Collaborated with multiple insurance carriers to compare rates and secure competitive coverage options for clients.
- Met and exceeded sales activity goals through consistent outbound calling, appointment setting, and community-based lead generation.
Education
1+ Year of Completed College Courses - Business Administration
Hillsborough Community College
Tampa, FL2016
High School Diploma -
Hillsborough Community College
Tampa, FL2013
Skills
- Independently licensed for property, casualty, commercial, life, health and annuities
- Sales & Business Development
- Account Management & Client Retention
- Customer Relationship Management (CRM)
- Team Leadership & Staff Management
- Training & Coaching
- Negotiation & Closing Techniques
- Prospecting & Lead Generation
- Territory & Field Sales
- Remote Sales & Virtual Consultations
- Event Marketing & Community Outreach
- Customer Service & Conflict Resolution
- Strategic Problem Solving
- Time Management & Organization
- Communication & Presentation Skills
- Cross-Selling & Upselling
- Goal-Oriented & Performance-Driven
- Microsoft Office Suite & CRM Software
Timeline
Independent Insurance Agent
Veritas Financial Group
07.2025 - Current
Property & Casualty Insurance Agent
AAA
07.2022 - 07.2025
Liaison & Sales Engagement Representative
United Vein & Vascular Centers
07.2018 - 07.2022
Medicare Sales Agent
Humana
06.2017 - 03.2018
Medicare Sales Broker
Health Plan One Medicare Solutions
07.2016 - 02.2017
Field Broker
AmeriLife
03.2016 - 07.2016
Admissions Advisor
Ultimate Medical Academy Online Operations
12.2014 - 10.2015
Department Manager
Walmart Supercenter
02.2008 - 05.2013
1+ Year of Completed College Courses - Business Administration
Hillsborough Community College
High School Diploma -
Hillsborough Community College