Paola Perez
PALM BAY,FL
Summary
Results-driven health insurance sales agent with extensive industry experience. Proven track record of driving revenue growth through effective sales development and marketing strategies. Skilled in expanding market presence and achieving company objectives. Committed to leveraging expertise for organizational success and personal advancement.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Universal Agent
Convey Health Solution
Miramar, FL
12.2017 - 03.2025
- Provided accurate customer service through effective management of inbound calls.
- Assisted clients with inquiries regarding health plan options and benefits.
- Coordinated communication between clients and healthcare providers to ensure clear understanding.
- Managed sensitive client information while adhering to privacy regulations and company policies.
- Documented client interactions accurately in customer management systems for record-keeping.
- Maintained up-to-date knowledge of company products and services to provide accurate information to customers.
- Resolved customer complaints in a timely manner while maintaining a professional attitude.
- Performed check-in duties for departing flights by verifying identification and issuing boarding passes.
- Maintained detailed notations regarding member records for clarity and compliance.
- Assisted beneficiaries with account updates, addressing issues and explaining plan benefits.
- Utilized computerized systems to track and troubleshoot customer concerns efficiently.
- Advocated for members during annual enrollment periods, guiding them through options.
- Reviewed current and future plan benefits for optimal member understanding.
- Analyzed client plans to explain policy features and suggest additional benefits.
- Updated account information, advising members on monthly premiums and out-of-pocket costs.
Benefit Counselor
Mercer
Norwood, MA
09.2019 - 07.2021
- Assisted employees with benefits under employer group coverage, including medical, dental, and vision plans.
- Facilitated supplemental medical plans, such as hospital indemnity, accident insurance, and critical illness coverage.
- Managed short-term and long-term disability insurance options for employees.
- Administered universal life, term life, and permanent life insurance policies.
- Oversaw health savings accounts to enable effective spending solutions.
- Provided comprehensive information on features of health savings account plans.
- Explained pre-tax salary deductions that reduce taxable income for employees.
Education
Property And Casualty Insurance - 0-220 General Lines Insurance License.
A.D Banker Insurance
11-2025
Nursing Assistant -
Azure College
215 License/Insurance Sale Agent -
Norton Professional School
Medical Administrative Assistant & Office Technology -
Broward Community College
Skills
- Bilingual in French and Creole
- Privacy compliance
- Client advocacy
- Problem resolution
- Upselling and cross selling
- Organizational skills
- Self-motivated and dependable
- Energetic team player
- Quick learner with attention to detail
- Office management expertise
- Administrative proficiency
- Mature and reliable
- Clean background check
- Effective time management
Certification
- Azure College, Nursing Assistant
- Norton Professional School, 215 License/Insurance Sale Agent
- Broward Community College, Medical Administrative Assistant & Office Technology
References
Available upon request.
Computer Experience
- Microsoft Office
- Outlook
- PowerPoint
- Excel
- Internet
- Copier Scanes
- Databases
- HMS
- Change HealthCare
- E-Progress
- Fimmis
Timeline
Benefit Counselor
Mercer
09.2019 - 07.2021
Universal Agent
Convey Health Solution
12.2017 - 03.2025
Property And Casualty Insurance - 0-220 General Lines Insurance License.
A.D Banker Insurance
Nursing Assistant -
Azure College
215 License/Insurance Sale Agent -
Norton Professional School
Medical Administrative Assistant & Office Technology -
Broward Community College