Sofia Diaz
3465 Sandler Blvd, Little River. APT #9305,SC
Summary
Dynamic Health Insurance Agent with a proven track record at BIEP, successfully guiding over 100 clients to tailored ACA and Medicare plans. Skilled in consultative sales and client assessments, excel in building trust and delivering exceptional service, ensuring compliance and satisfaction in every interaction. Bilingual communicator dedicated to client success.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Health Insurance Agent
BIEP
Little River, SC
01.2025 - Current
- Helped over 100 clients secure ACA or Medicare plans tailored to their needs
- Guided small business into a customized group insurance solution
- Built a growing referral-based book of business through service excellence
- Appointed with Blue Cross Blue Shield SC through Alpine Agency
- Maintained 100% compliance across all carrier platforms
Marketing Associate
Wyndham Destinations
Myrtle Beach, SC
06.2024 - 01.2025
- Conducted promotional outreach to attract potential clients for vacation packages and timeshare presentations
- Consistently exceeded daily contact goals and generated qualified leads for sales team
- Provided a professional, upbeat brand image to travelers and potential members
Retail Sales Associate
Bicycle Shop
Rancagua, Chile
01.2021 - 09.2022
- Sold and upsold bicycles, gear, and repair services based on customer needs
- Delivered exceptional customer service and after-sale support
- Helped increase store revenue by creating personalized shopping experiences
Education
NEW WORLD SALES Academy - advanced sales techniques and optimization strategies
07.2025
Coach G - Medicare & Insurance Sales Program - optimizing the Medicare sales process
07.2025
Tourism Technician -
Liceo Bicentenario Instituto Comercial
ChileSkills
- Health insurance sales and marketing
- Sales techniques
- Customer service and support
- Insurance compliance
- Communication skills
- Problem analysis and solving
- Client assessment and consultations
- Negotiation skills
- Analytical thinking
- Written communication
- Presentation skills
- Time management
- Team collaboration
- Active listening
- Service orientation
- Consultative sales approach
- Medicare and ACA expertise
- Group plan enrollment strategies
- Hospitality marketing strategies
- Retail sales techniques
- Customer-focused upselling strategies
- Closing techniques
- CRM proficiency
- MedicareCENTER and HealthSherpa knowledge
- DSNP and LIS understanding
- SEP and AEP enrollment strategies
- Trust-building techniques in client relations
- Bilingual communication (English and Spanish)
- Strong follow-up practices in sales processes
Certification
- Licensed Health & Life Insurance Agent, SC, Alabama
- AHIP Certified, Medicare, 01/01/26
- FFM Certified, ACA Marketplace, 01/01/25
- AAIC Certified Health Insurance Professional
- CE Training, Medicare Compliance, Ethics, Sales Strategies
Accomplishments
- Enrolled 100+ clients in ACA and Medicare plans in less than 8 months
- Built a client referral network through honest, high-quality service
- Completed 80+ hours of advanced health insurance training
- Completed more than 60 hours of in-depth sales training, significantly enhancing skills and performance
Affiliations
- Lover of Pilates and the gym
- Enjoys indoor rock climbing
- Passionate about cooking and reading
Languages
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Health Insurance Agent
BIEP
01.2025 - Current
Marketing Associate
Wyndham Destinations
06.2024 - 01.2025
Retail Sales Associate
Bicycle Shop
01.2021 - 09.2022
NEW WORLD SALES Academy - advanced sales techniques and optimization strategies
Coach G - Medicare & Insurance Sales Program - optimizing the Medicare sales process
Tourism Technician -
Liceo Bicentenario Instituto Comercial
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