Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
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STEVEN SANTIAGO

New Rochelle

Summary

Sales and marketing professional with a track record of exceeding targets and enhancing customer retention. Expertise in health insurance and fitness sectors, driving customer satisfaction and loyalty. Bilingual in English and Spanish, facilitating effective communication with diverse clientele.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Product Advisor Licensed Agent

MVP Health Care
Schenectady
07.2024 - 07.2025
  • Assisted applicants at MVP satellite offices with health insurance coverage processes.
  • Explained requirements and documentation for successful application submission.
  • Provided information on various health insurance programs through New York State of Health.
  • Ensured accurate completion of applications in compliance with state and federal regulations.
  • Represented MVP Health Care at community events to enhance local engagement.
  • Maintained professionalism and integrity while representing the company at all times.
  • Collaborated with internal departments to resolve member-related issues efficiently.
  • Communicated effectively with diverse clientele, ensuring fairness and compassion.

Senior Membership Advisor

Equinox Fitness
Mamaroneck
08.2021 - 12.2023
  • Built lasting relationships with prospective and current members to enhance Equinox experience.
  • Achieved individual sales goals through strategic outreach, in-club lead generation, and member referrals.
  • Completed membership renewals while meeting ancillary service goals, including Personal Training and Spa services.
  • Prospected new business using Salesforce Navigator to identify potential clients.
  • Hosted events and workshops to generate in-club leads effectively.
  • Developed and implemented sales strategies that boosted membership enrollment.
  • Collaborated with team members to reach monthly membership targets and ensure high member satisfaction.
  • Resolved member issues promptly, demonstrating professionalism while adhering to company policies.

Medicare Sales Representative

EmblemHealth
New York
01.2020 - 12.2020
  • Closed sales for EmblemHealth Medicare products through targeted outreach and effective communication.
  • Cultivated relationships with individuals and community groups to enhance outreach initiatives.
  • Delivered informative presentations about health care products to diverse audiences.
  • Assisted prospects with membership applications, ensuring efficient enrollment processes.
  • Utilized Salesforce for lead management and tracking sales performance.
  • Maintained comprehensive weekly and monthly records and reports on sales activities.
  • Contacted Medicare-eligible individuals using various communication strategies.
  • Developed thorough understanding of health care products to support sales efforts.

Life & Accident and Health Agent

MVP Health Care
Tarrytown
03.2007 - 07.2019
  • Achieved recognition as top marketing representative in sales department.
  • Utilized Salesforce, CMS, and ePaces software for efficient operations.
  • Executed sales forecasting and planning to drive strategic initiatives.
  • Developed new business opportunities to expand market reach.
  • Cultivated relationships with key stakeholders to enhance collaboration.
  • Applied problem-solving skills to resolve client challenges effectively.
  • Conducted outreach activities in the community to promote healthy living habits.
  • Performed administrative tasks such as scheduling appointments and maintaining client files.
  • Answered questions on diverse topics, including authorization procedures, copay requirements and premiums.
  • Educated clients on health insurance options and benefits available.

Education

Bachelor of Science - Criminal Justice

John Jay College Of Criminal Justice Of The City University Of New York
New York, NY
06.2020

Associate of Science - Criminal Justice

Westchester Community College
Valhalla, NY
06.2004

Skills

  • Sales forecasting and planning
  • Health insurance processes
  • Membership management
  • Effective communication
  • Team collaboration
  • Company branding
  • Competitor research
  • New business development
  • Relationship building
  • Problem solving

Languages

Spanish
Full Professional

Certification

Life, Accident and Health Certificate

CPR Certification

Timeline

Product Advisor Licensed Agent

MVP Health Care
07.2024 - 07.2025

Senior Membership Advisor

Equinox Fitness
08.2021 - 12.2023

Medicare Sales Representative

EmblemHealth
01.2020 - 12.2020

Life & Accident and Health Agent

MVP Health Care
03.2007 - 07.2019

Bachelor of Science - Criminal Justice

John Jay College Of Criminal Justice Of The City University Of New York

Associate of Science - Criminal Justice

Westchester Community College