Dedicated and licensed insurance broker specializing in health, life, accident, and casualty insurance. Proficient in client acquisition, relationship management, and delivering tailored health insurance solutions to meet individual and group needs. Proven success in building long-term client relationships and driving consistent sales growth. Seeking to leverage expertise in a dynamic health insurance brokerage role.
• Actively prospected new clients by engaging with business owners and decision-makers to identify their health insurance needs and present tailored solutions.
• Established and maintained strong relationships with clients and key stakeholders, enhancing client retention and satisfaction through ongoing communication and support.
• Conducted market research to identify potential leads and understand competitive offerings, positioning the agency effectively in the marketplace.
• Collaborated with health insurance managers to ensure clients received comprehensive coverage options that met their specific requirements.
• Provided compassionate patient care while adhering to HIPAA regulations to ensure the confidentiality of sensitive client information.
• Collaborated effectively with healthcare teams, enhancing patient care by communicating vital information and addressing patient needs.
• Engaged with patients and their families to foster a positive care experience, demonstrating strong interpersonal skills and empathy.
Health insurance policy consultation
Client prospecting and lead generation
Relationship management with business owners and stakeholders
Knowledge of health insurance regulations and compliance
Bilingual: Fluent in English and Spanish
Strong presentation and communication skills
• Property and Casualty Insurance Broker
Kaplan Financial | April 2022 – June 2022
• Life, Accident, and Health Insurance Broker Kaplan Financial | September 2021 – March 2022