Stephen Rodriguez
Toledo
Summary
Consultant specializing in health insurance, and P&C adept at developing tailored benefits solutions and analyzing financial positions to ensure optimal coverage. Collaborates effectively with clients and underwriters to achieve timely policy approvals and enhance client satisfaction.
Overview
1
1
Certification
16
16
years of professional experience
Work History
Insurance Consultant
King Benefit Solutions
Toledo
10.2010 - Current
- Developed and presented customized benefits solutions for client portfolios, including employee benefits, Medicare supplements, Medicare Advantage, Part D, dental, vision, life, under 65 ACA, short-term, P&C, and other ancillary products to meet client needs.
- Analyzed clients' financial positions, liabilities and assets to determine appropriate coverage levels.
- Assisted customers in implementing new health insurance plans through phone, online, and in-person interactions, ensuring seamless transitions and satisfaction.
- Conducted annual reviews of existing policies to ensure accurate information and optimal coverage adjustments.
- Coordinated with underwriters to ensure timely policy approvals.
- Researched market trends to stay updated on industry changes.
Education
Master of Business Administration - Accounting
University of Phoenix
06-2011
Bachelor of Business Administration - Finance
The University of Toledo
05-2007
Skills
- Insurance practices
- Claims management
- Regulatory compliance
- Insurance Software
- HawkSoft
- Epic Software
- BrokerageBuilder-Zywave
- Problem-solving
- Multitasking
Accomplishments
- Achieved yearly goals by completing sales with accuracy and efficiency.
Certification
- Ohio Department of Insurance Resident Agent: 2008 - Present
- Line of Authority: Life, Accident & Health, Variable Annuities, Property & Casualty
- Non-residential States: MI, IN, FL, KY
Timeline
Insurance Consultant
King Benefit Solutions
10.2010 - Current
Master of Business Administration - Accounting
University of Phoenix
Bachelor of Business Administration - Finance
The University of Toledo