Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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YANELA MONTES DE OCA

Winter Park,FL

Summary

Results-driven Insurance Sales Agent with 10+ years of experience in the health insurance industry, specializing in customer acquisition, policy management, and providing exceptional client service. Proven track record of consistently exceeding sales targets and earning performance-based bonuses. Skilled in educating clients on insurance products, guiding them through the policy selection process, and ensuring compliance with industry regulations. Adept at building long-term relationships, resolving client issues, and utilizing CRM systems to manage customer data effectively. Dedicated to delivering personalized solutions that meet clients' needs while driving business growth.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Health Insurance Sales Agent

ResultsCX
Remote, FL
09.2022 - Current
  • Offered advice to customers on the different health insurance coverage choices they had, encompassing premiums, deductibles, copays,and network providers.
  • Successfully generated sales by recommending suitable insurance policies during phone interactions
  • Generated sales leads through direct referrals and networking, as well as targeted marketing campaigns.
  • Consistently achieved sales targets, earning monthly bonuses for $1500 in sales.

Bilingual Customer Service Representative

Integrated Home Care Services
Miramar, FL
11.2020 - 09.2022
  • Assisted patients and families by handling an average of 120 inbound and outbound phone calls to address inquiries.
  • Acted as a mediator between patients and healthcare providers, securing medical records and written prescriptions for DME.
  • Verified patient information, resolved equipment issues, and communicated delivery details.
  • Escalated unresolved issues, completing any pending orders and processing them.

Player's Club Representative

Casino Miami Jai-Alai
Miami, FL
07.2018 - 09.2020
  • Assisted the Marketing Department with various tasks including slot tournaments, player accounts, marketing, promotions, and greeting tour buses.
  • Tracked and managed player card distribution for new and existing accounts
  • Provided customer service by greeting buses, explaining casino details, distributing coupon books, and issuing Players Club cards. Managed special coupons and other associated business.
  • Assisted in the setup, teardown, and execution of promotions and special events as well as announcing.

Patient Care Secretary

Vitas Healthcare Hospice
Miramar, FL
11.2016 - 07.2018
  • Screened telephone calls to assist Team Manager effectively.
  • Received, recorded and addressed incoming and outgoing communication through phone and email.
  • Scheduled patient appointments and followed up with reminder phone calls as per doctors' calendars.
  • Consistently attended and contributed to weekly team discussions, coordinating the meeting agendas.

Education

BBA - Business Administration

Florida National University-Main Campus
Miami, FL
08.2020

Associate of Arts - Business Administration

Miami Dade College
Miami, FL
07.2014

Skills

  • Sales Strategy & Techniques
  • Customer Relationship Management (CRM)
  • Lead Generation & Prospecting
  • Negotiation & Persuasion
  • Customer Service Excellence
  • Health Insurance Knowledge
  • Compliance & Regulation
  • Documentation & Record-Keeping
  • Team Collaboration
  • Invoicing and Billing
  • Accounts Payable
  • Insurance Software
  • Microsoft Office Suite

Certification

  • Licensed Health Insurance Agent
  • Continuing Education Courses

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Timeline

Health Insurance Sales Agent

ResultsCX
09.2022 - Current

Bilingual Customer Service Representative

Integrated Home Care Services
11.2020 - 09.2022

Player's Club Representative

Casino Miami Jai-Alai
07.2018 - 09.2020

Patient Care Secretary

Vitas Healthcare Hospice
11.2016 - 07.2018

BBA - Business Administration

Florida National University-Main Campus

Associate of Arts - Business Administration

Miami Dade College

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