Summary
Work History
Education
Skills
Accomplishments
Certification
Generic
Sophia Alonso

Sophia Alonso

Tampa,FL

Summary

Health insurance professional with strong background in policy analysis, customer relationship management, and claims processing. Known for effective team collaboration and adaptability to changing needs. Skilled in navigating complex regulations, delivering clear client communication, and driving results. Reliable and focused on achieving outcomes that benefit both clients and organization. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Work History

Health Insurance Agent

Assurance IQ
02.2022 - 04.2024
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
  • Utilized Sunfire and company Plates to complete and submit sales activity reports and plans.
  • Explained eligibility details and affordability options to patients with kindness and respect.
  • Maintained confidential patient documentation to prevent data compromise and comply with HIPAA regulations.
  • Conversed with people from different cultures daily, providing high level of respect and patience with each interaction.
  • Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.

Medicare Sales Agent

Get-Healthe
09.2020 - 05.2022
  • Presented and clearly explained insurance policy options based on clients' needs and goals.
  • Identified additional products and services in line with existing clients' benefit objectives to increase revenue
  • Utilized CRM software to complete and submit sales activity reports and plans.
  • Achieved repeat business and referrals through personalized services.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Participated in weekly training sessions to improve product knowledge and enhance company growth.
  • Explained coverage options to potential policyholders, answering questions or concerns.

Restaurant Supervisor

Bulla Gastrobar
08.2017 - 11.2020
  • Oversaw restaurant maintenance and cleanliness, assigning tasks to individual team members in alignment with operational and customer needs.
  • Worked in cooperation with front and back of house staff to ensure smooth operations.
  • Communicated well and used strong interpersonal skills to establish positive relationships with guests and employees.
  • Completed thorough opening, closing and shift change functions to maintain operational standards each day.
  • Established good customer relations and excellent service to build and retain loyal customers.
  • Provided fast, friendly and knowledgeable service to guests, proactively promoting specials and enhancing sales of key menu items.
  • Maximized service levels through hands-on leadership.
  • Maximized team performance by training new employees on proper food handling and restaurant protocols.
  • Kept business financial transactions highly accurate by closely monitoring transactions and securely handling cash.
  • Maintained patron satisfaction by monitoring, evaluating and auditing food, beverage and service offerings.
  • Managed accounts payable, accounts receivable and payroll.
  • Prepared weekly payroll to keep up with projected weekly revenue.
  • Produced detailed documentation to outline potential worker issues.

Education

2-40 License

Florida School of Insurance
Orlando, FL
09.2020

Hospitality & Tourism Management - Business Management

Florida Atlantic University
Boca Raton, FL
06.2020

High School Diploma - General

Lakeview
Chicago, IL
05.1999

Skills

  • Risk Mitigation
  • Marketing Strategy Development
  • Administrative Functions
  • Health Insurance Sales
  • Customer Follow-Up
  • Policy Changes
  • Insurance Policy Sales
  • Client Relations
  • HIPAA Compliance
  • Customer Referrals
  • Licensing Requirements
  • CRM Software
  • Cross-Selling and Upselling
  • Lead Conversion
  • Relationship Building
  • Adaptability
  • Customer Retention
  • Customer Needs Assessment
  • Problem-solving aptitude
  • Negotiation abilities
  • Health Insurance Knowledge

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets and scheduling for staff
  • Collaborated with team of 100 trainees in the development of a New business Grand opening its New out of State Location.
  • Supervised a Team to monitor sales activity and steps of Service while maintaining Guest Relations
  • Achieved Top Agent Award in Company of 120 Agents for two consecutive months through effectively closing 88 deals in March , 65 deals in Arpril 2023

Certification

  • Certified Ahip 2024/25, 2-40 license health Agent
  • Medicare Certification – Various carriers .2024/25
  • Healthcare Reform Specialist(HRS)- America's Health Insurance Plans(AHIP).
  • Ethics and Compliance Certification – Ethical Compliance Training Programs.
  • Licensed Insurance Agent/Broker - Fl. Department of Insurance. 14 non- resident states

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Sophia Alonso