Yokairy Victoria Guzman Jaquez
NEW YORK,New York
Summary
Proven expertise in insurance products, service and customer needs. 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
12
12
years of professional experience
Work History
Health Insurance Sales Agent
Humano
01.2016 - 05.2023
- Monitored clients' insurance coverages to ensure changing needs were met.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
- Generated reports detailing sales activities, progress toward goals, and customer feedback.
- Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Established relationships with key stakeholders within organizations to increase sales volume.
Health Insurance Sales Agent
MAPFRE Insurance
01.2011 - 01.2016
- Responded to inquiries and explained product features and service advantages to potential customers.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Developed comprehensive proposals that outlined the terms of services offered by our company.
- Sought out new clients and developed clientele by networking to find new customers.
- Attended industry events such as seminars and conferences to stay abreast of developments in the field.
- Leveraged industry trends to shape solutions and approaches.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Developed and implemented sales strategies to build relationships with potential clients.
Education
BBA - Business Administration And Management
Utesa
Santiago, Dominican Republic06-2019
Skills
- Cold-Calling
- Social Media Marketing
- Customer Retention
- Account Management
- New Business Development
- Account Retention
- Insurance Sales Strategy
- Rapport Building
Languages
English
Professional
Spanish
Native/ Bilingual
Accomplishments
- Top Healthcare Agent performer
Timeline
Health Insurance Sales Agent
Humano
01.2016 - 05.2023
Health Insurance Sales Agent
MAPFRE Insurance
01.2011 - 01.2016
BBA - Business Administration And Management
Utesa
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