Stephanie Terrazas

• Educated clients on health insurance options to ensure informed decision-making.
• Consistently met or exceeded monthly sales targets through strategic planning and execution of sales activities
• Streamlined enrollment processes, improving overall efficiency and response times.
• Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
• Maintained accurate records of all sales activities, including client interactions, proposals submitted, and closed deals
• Attended regular training sessions provided by insurance carriers to stay up-to-date on plan changes and updates
• Consistently achieved high customer satisfaction scores through effective relationship building and personalized service

Medicare Trainer 12/2024-06/2025

• Ensuring that employees have the tools and training they need to succeed in their jobs
• Reviewing reports from managers to identify areas of improvement or new opportunities for growth
• Establishing and enforcing company policies regarding customer relations, sales techniques, and ethics
• Developing and implementing training programs for new employees or existing staff members who are being promoted to new positions within the company

Medicare Sales Supervisor from 03/2023-12/2024

• Manages a team of agents to achieve enrollment goals while ensuring strict compliance with CMS regulations
• Key responsibilities include coaching, training, performance monitoring, and handling escalations to drive Medicare plan sales
• Reviewing customer calls to ensure that all customer needs are being met and medicare sales are all compliant

Medicare Licensed Sales Agent from 08/2021-03/2023

• Educate, advise, and enroll Medicare-eligible individuals (primarily seniors) 65 years or older into appropriate health insurance plans, including Medicare Advantage and prescription drug plan (Part D).
• Explain complex Medicare rules, coverage details, and provider networks.
• Actively prospect, network, and guide clients through the application process to meet sales goals.

• Offered Aetna members incentives for doing annual physicals. Outbound calling for members in specific unions to offer members the opportunity to speak with a registered nurse.

Supervisor assistant (Mentor)

• Mentored new hires by sharing best practices and experiences which resulted in faster onboarding and increased confidence in handling customer interactions.
• Assisted agents with finding FAQ's to read for the customer, helped managers finish quality reports on agents, and kept agents excited and motivated throughout the day.
• Collaborated with team members to streamline processes and improve service delivery.

Blue Shield of California Agent

• Assisted customers with helping narrow down an insurance plan that is beneficial for family needs, explained insurance plans so customers could have a general idea about each plan, explained pricing for non-members and their families so they could select a plan that was in their budget, and assisted co-workers in times of need with questions on where to find information.

• Assisted applicants with the application process, managed staffing, and the planning process. Manage supply inventory and clerical activities. Greeted customers and possible applicants. Manage hiring events and advertising events at the El Paso Conversion Center.
• Marketing, setting appointments, confirming appointments, Gold star dealer, selling and disturbing rainbow vacuums.

• Assisted customers with placing orders over the phone or online, explained the difference between fabrics and sizes, and made adjustments to bills. Meet sales goal, memorized catalog pages, made sure to meet email capture goals, and applying customers for credit cards. Upselling techniques, using proper phone etiquette, and excellent communication skills, made sales to keep the company at goal.

• Assisted customers with understanding their bill, making corrections to their bill, credit money back to their accounts if corrections were needed, and helped customers with technical support for cable boxes. Made sure to meet sales goals, stay within talk time, and followed work schedule. Customer-oriented Customer Service, consistently meets sales goals. Researched sales leads, Upselling techniques, Excellent communication skills, Professional phone etiquette, Accurate and detailed