Stephen Rodriguez
Toledo,OH
Summary
Professional consultant with comprehensive experience in health insurance. Skilled in risk assessment, policy analysis, and client consultation, ensuring optimal coverage and compliance. Strong team collaborator focused on achieving results and adaptable to changing needs. Renowned for reliability, problem-solving capabilities, and effective communication.
Overview
13
13
years of professional experience
5
5
Certification
Work History
Health Insurance Consultant
King Benefit Solutions
01.2013 - Current
- Analyzed client needs to recommend optimal health insurance plans. Including Employee benefits, Medicare Supplements, Medicare Advantage, Part D, Dental, Vision, Life, Under 65 ACA, Short-term, and other ancillary products.
- Developed and presented customized benefits solutions for diverse client portfolios.
- Observed strict procedures to protect sensitive client information including medical records, and payment data to remain HIPAA compliant.
- Increase client satisfaction by working with multiple insurance companies to compare detailed analysis of plans.
- Help customers to implement new health insurance plans over the phone, online, and in person.
- Conduct annual reviews of existing policies to update information.
Education
Master of Business Administration - Accounting
University of Phoenix
06.2011
Bachelor of Business Administration - Finance
The University of Toledo
05.2007
Skills
- Leadership qualities
- Policy analysis
- Claims management
- Underwriting principles
- Problem-solving
- Multitasking Abilities
- Insurance practices
Accomplishments
- Achieved yearly goals by completing sales with accuracy and efficiency.
Certification
- Ohio Department of Insurance
- Current Resident Agent: April 2008 - Present
- Line of Authority: Life, Accident & Health, Variable Annuities, Property & Casualty
- Non-residential States: MI, IN, FL, KY
Timeline
Health Insurance Consultant
King Benefit Solutions
01.2013 - Current
Bachelor of Business Administration - Finance
The University of Toledo
Master of Business Administration - Accounting
University of Phoenix