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Click here or scroll down to respond to this candidateWest Palm Beach, FloridaStreet Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEBold ProfileEDUCATION ANDTRAININGLicense in California Real EstateCalifornia StateExpected in May 2024KleefEquisLicense in Health,Accident, and Life InsuranceCalifornia Insurance License, SanFrancisco, CAOctober 2019Associate in PsychologyMiami-Dade Community College,Miami, FLMay 2015SUMMARYAnalytical bilingual licensed insurance agent proficient in information gathering, report preparation and data compilation capabilities. In-depth knowledge of insurance coverage forms, procedures and policies. Accommodating and logical individual skillful in creating customized requests for each client.SKILLSEXPERIENCELIFE INSURANCE UNDERWRITEREquis Financial Group Deerfield Beach, Florida October 2023 - Current LICENSED HEALTH INSURANCE AGENTFlorida Blue - Blue Cross Blue Shield Of Florida Fort Lauderdale, Florida March 2021 - December 2023EVELYN HOYOS Quote Preparation Adaptability and Flexibility Client-focused Excellent communication skills Time management skills Application Review Interpersonal Skills Sales Support Reviewed and evaluated applications for life insurance policies to determine risk factors. Evaluated mortality rates, morbidity trends, and other statistics to set premium rates. Determined the amount of coverage based on applicant's age, health status, and lifestyle choices. Ensured compliance with state regulations regarding life insurance products. Assessed customer needs in order to recommend appropriate life insurance products. Developed and implemented insurance plans for customers based on their individual needs. Provided detailed explanation of policy terms, conditions, and benefits to clients. Educated customers on various health insurance products and services available. Identified areas where additional coverage may be needed or beneficial for clients. Prepared reports summarizing sales activities, account management EHLIFE INSURANCE AGENTAmerican Income Life Sacramento, CA November 2019 - February 2021 PATIENT CENTER HEALTH CARE COORDINATORSacramento Native American Sacramento, CA May 2016 - August 2018 ASSISTANT MANAGER/BARTENDERCafe Van Kleef Oakland, CA November 2015 - November 2019 LANGUAGESSpanish:Professionalstrategies. Provide advice to clients and recommend insurance products Provide good customer service to maintain and retain clients Expand customer base Interview prospective clients to gather data about them Sell life policies that payout on death Analyze the client's current portfolios and make recommendations Closed over 140k in a year in insurance policies. Patient-Centered Health Home Coordinator must be willing to provide telephone support to patients of Medical, Dental, and Behavioral Health departments Position included communication of medical/dental/ behavioral health appointments and clarification/confirmation of active processes, referral, prescription and lab status updates Coordinator will promote the concepts of access to care, whole-person orientation, and coordination of care, as well as having excellent computer and customer service skills Must be able to maintain an extremely high degree of confidentiality and adhere to all requirements of the Privacy Act regulations. Performed closing duties including cleaning, sanitizing, and replenishing as well as making sure employees finished at a timely manner Balanced tills, accurately handled cash, processed credit card payments batches and prepared bank deposits Made engaging connections with guests to create loyalty and great customer service Served each guest with a sincere, positive, pleasant and enthusiastic attitude Adhere to state and federal alcohol regulations by thoroughly checking identification prior to serving. |
