Summary
Overview
Work History
Education
Skills
Certification
Languages
References
Timeline
Generic

Teresa Iglesias

Cape Coral,FL

Summary

Proven expertise in insurance products, service and customer needs with 10 years experience. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Insurance Agent

Sutherland Global Services
Rochester, NY
07.2020 - Current
  • Sold Medical, Dental, Vision, Accident, and Life insurance. Assisted consumers with finding the best plan and solution for their needs. 'Handled book of business with SEP/OEP, ACA, small group. individual consumer market and followed up with consumers.
  • Prepared documents such as quotes, applications, endorsements, renewals, cancellations, escalations, and other forms required by law or company procedures. Acquired required documentation needed for proof of enrollment.

Insurance Agent

First Family Insurance Group
Fort Myers, FL
08.2019 - 01.2020
  • Medicare insurance sales agent. Also sold medicare supplements, prescription drug plans, hospital indemnity, and life.
  • Educated customers on the importance of maintaining adequate insurance coverage. and choosing the correct plan that would best suit their needs.
  • Processed applications, quotes, renewals, etc. Followed up with customers from my book of business.

Insurance Agent

BroadPath Healthcare
Tucson, AZ
01.2019 - 07.2019
  • Enrolled consumers in individual and small group dental and vision plans. Explained benefits to customers and assisted consumers with making the best choice based on their needs Processed applications, renewals, etc. and acquired paperwork if during a SEP.

Customer Service Representative - Insurance Agent

Sykes Alpine Access
Denver, CO
05.2016 - 12.2018
  • Answered customer inquiries and provided accurate information regarding products and services.
  • Answered incoming calls and emails, providing frontline customer support for benefits and claims for members, providers, and insurance agents of Blue Cross and supported Blue Cross Community Health Plans Medicaid. Provided customer support for prior authorizations for medical and prescription drugs.
  • Sold Medicare Advantage Plans for 2017 during OEP.

Customer Service Representative

Lynx Services
Fort Myers, FL
07.2014 - 03.2016
  • Answered customer inquiries and provided accurate information regarding products and services for State Farm auto glass claims. Maintained customer satisfaction with forward-thinking strategies focused on recommending products to customers, addressing customer needs and resolving concerns
  • Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
  • Sent repair claims to body shops and assisted insurance adjusters with picking up salvage and impound vehicles. Assisted manager with Q/A based on key performance indicators and offered performance strategies.

Education

Some College (No Degree) - Health Information Management

Hodges University
Fort Myers, FL

Skills

  • Customer Service/ Follow-up
  • Upselling
  • Insurance Sales Strategy
  • Policy Knowledge
  • Client Acquisition/ Retention
  • Policy Renewals
  • Account Management

Certification

  • 2-15 Sales Licence (Health, Life, and Annuities)

Languages

Spanish
Professional

References

References available upon request.

Timeline

Insurance Agent

Sutherland Global Services
07.2020 - Current

Insurance Agent

First Family Insurance Group
08.2019 - 01.2020

Insurance Agent

BroadPath Healthcare
01.2019 - 07.2019

Customer Service Representative - Insurance Agent

Sykes Alpine Access
05.2016 - 12.2018

Customer Service Representative

Lynx Services
07.2014 - 03.2016

Some College (No Degree) - Health Information Management

Hodges University

Similar Profiles

CREATE PROFILE
Teresa Iglesias