(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

Effective at building and maintaining loyal customer base retaining membership. Proficient in SalesForce CRM software and New Portal use and lead optimization. Offering exceptional communication and organizational skills. I am also a well High-energy sales leader with proven relationship-building skills and significant background working with External and Internal Agents as well as costumers.

  • Product management and pricing
  • Call Center sales
  • Proficient in Word, Excel and PowerPoint
  • Customer retention abilities
  • Product and service knowledge
  • Florida 215 License
Education and Training
Miami Coral Park Senior High School Miami, FL Expected in 06/1996 High School Diploma : - GPA :
Miami Dade College Miami, FL Expected in Associate of Arts : - GPA :
AvMed Health Plans - Member Sales and Retention Agent Rep. Medicare/Inside Sales Representative
City, STATE, 11/2011 - Current
  • Deliver excellent service with an emphasis on being service-driven, responsive, and a resource for the brokers to achieve high broker production and satisfaction.
  • Respond with a sense of urgency to independent agent questions and inquiries regarding product benefits, eligibility of prospect/s.
  • Built trust and rapport with prospective agents to understand and determine their needs.
  • Develop and strengthen effective relationships with independent brokers via inbound a outbound calls.
  • Stayed on top of changes in company offerings and policies by staying in frequent contact with service, management and other department associates.
  • Answered customers' questions and addressed problems and complaints in person and via phone.
  • Educated customers on suitable products and benefits depending on age, and needs to retain membership during renewal.
  • Implemented professional Renewal Webinars in order to train External Agents on how to process renewals for our membership.
  • Call lead lists resulting from various marketing campaigns to achieve sales.
  • Trained seasonal staff during OEP/AEP both for IFP and Medicare.
  • Identify ways to improve sales and retention that contributes to the achievement of the Department sales, retention, and administrative expense goals.
  • Manage and supervise the retention process including Renewal Center, renewal proposals, plan changes, mapping plans, conducting outreach to members, testing site process for OEP, and attending weekly PLM meetings to ensure site accuracy.
  • Supervise seasonal staff in duties and performance, providing feedback where necessary and reporting team strengths and weaknesses to management
  • Acquire in-depth knowledge of the competition to effectively position the AvMed value proposition with appointed independent brokers.
  • Complete monthly Schedule for internal staff and seasonal staff for IFP line of Business
  • Attend weekly meetings
  • As part of Operation Transformation, assisted with the development of the BRD and completed testing for the New Portals IFP and Medicare.
  • Processed defects and retest to ensure New Portal aligns with business needs.
  • Develop training webinars and DLP document of the New Portal for External Broker Channel for IFP/Medicare
  • Assisted with the Development of Collateral Materials for Medicare and IFP
LifeQuote Holdings Inc. - Life Insurance Sales Agent/Manager
City, STATE, 02/2006 - 11/2011
  • Cultivated strong professional relationships with carriers and key clients to drive long-term business development.
  • Sold over 500+ Term Life policies via online system which expanded throughout all 50 states.
  • Hired, trained and motivated staff employee/s in order to hit target goals.
  • Engaged customers and provided high level of service by carefully explaining details about Policy options.
  • Resolved underwriting issues quickly via phone.
  • Ensure that customers set up underwriting in home test to determine eligibility.
  • Provided quick turnaround time when customers called with questions, usually within 24 to 48 hours.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Exceeded company sales goals for new policies.
  • Obtained Florida 215 license
LifeSytle Lift Inc - Plastic Surgery Sales Consultant
City, STATE, 08/2003 - 12/2005
  • Stayed current on industry trends and changes and participated in professional development opportunities to strengthen product and service knowledge.
  • Elevated new business opportunities and implemented effective networking strategies across Miami, West Palm Beach, Orlando, Chicago, Michigan and New York.
  • Develop rapport quickly with clientele interested in learning about the procedure.
  • Follow up with Booked and uncommitted clientele.
  • Document and track sales made daily to insure target weekly goal
  • Deliver great service, professionalism, confidence and the ability to adapt to different personalities and situations with a high Emotional IQ.
  • Communicate scheduling availability with Scheduler to insure booking of procedure for client.
  • Traveling to West Palm Beach, Orlando, Chicago, Michigan, and New York to increase revenue in locations struggling with goals
  • Becoming top 5 sales person 6 times reaching 120% of my sales goals
Marriott Vacation Club International - Sales Inhouse Representative
City, STATE, 07/1998 - 07/2003
  • Engaged with hotel guests at lobby desk locations and provided elevated customer service.
  • Selling vacation packages to hotel guest for them participate in a sales presentation about Marriott Vacation Club Products available.
  • Ensured all guests who purchased and attended a sales presentation meet eligibility requirements and are open to learning about the Marriott Vacation Club products and services.
  • Detailed oriented, and step in a Concierge role when needed.
  • Schedule sales presentations for guest when arrive.
  • Assist guests with reservations to restaurants, tours, and golf.
  • Meet monthly sales goals of vacations package.
  • Attend monthly meetings to discuss goals and track set goals.
  • Recipient of the GOVETS awarded "G" for Excellence in Guest Relations and the "T" for Excellence in Team Culture
  • Awarded three times in a row the “ Presidents Club Award” for Member Sales and Retention.
  • Awarded Top 5 Sales person 6 times working for Lifestyle Lift INC.
  • Awarded G and T GOVETS Awards for Guest Relations and Team Culture working for Marriott Vacation Club.

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School Attended

  • Miami Coral Park Senior High School
  • Miami Dade College

Job Titles Held:

  • Member Sales and Retention Agent Rep. Medicare/Inside Sales Representative
  • Life Insurance Sales Agent/Manager
  • Plastic Surgery Sales Consultant
  • Sales Inhouse Representative


  • High School Diploma
  • Associate of Arts

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