I am a determined and enthusiastic professional with a solid background in property management assistance, homeownership counselor, and life insurance planning. As a well-presented and confident person, I have excellent communications skills and enjoy working as part of a productive team. I am ready to take my career to the next level by helping clients meet their personal and financial needs.
College of Staten Island Staten Island, NY
Life Insurance Agent Licensed, New York State
Health Insurance Licensed, New York State Marketplace
Affinity Health Plan, Brooklyn, NY 2019 - Present
Marketplace Facilitated Enroller
Establish trusted relationships, educate on product portfolio and marketing efforts and health plans within assigned territory.
Proactively reach out to local businesses and individuals within assigned territory to educate, enroll, and increase awareness of health care offerings, state regulations and the affinity brand.
Collects/reviews family income and household information used to determine eligibility for health insurance product including Adjusted Premium Tax Credit (APTC) and Cost Sharing (CS) for individuals and families.
Assists individuals and families with securing and providing required documentation to demonstrate age, residency, and income as is required by the Marketplace.
Communicates health insurance program options, fundamentals of all the health insurance products, benefits, and associated costs based on analysis of the applicant’s situation.
Nehemiah’s Homeownership Association Brooklyn, NY 2008 to Present
Executive Board of Director
Conduct meetings that include company executives, homeowner association board members, and the community.
Perform inspections at property sites to verify adherence to standards, and report findings to other Board Members.
Perform outside marketing to increase traffic into our community which enables us to maintain a high occupancy.
Create and maintain a successful resident retention program.
Investigate complaints, disturbances, violations, emergency situations and responded to them accordingly and effectively.
Responsible for the daily inspection of the grounds to ensure the highest quality presentation to current and prospective residents and determine necessity of repairs and/or maintenance.
Columbian Financial Group Brooklyn, NY 2007 to Present
Security Mutual Life Insurance
Life Insurance Agent & Benefits Consultant
Build and maintain a client base; keep clients informed about products and services for, but not limited to, life and health insurance, mutual funds, retirement plans and annuities.
Provide knowledgeable financial guidance to clients to ensure that their retirement is customized to their financial needs.
Aid the underwriter in assessing risk by evaluating all factors using detailed information from prospects to help minimize loss.
Follow through with underwriting to ensure client’s application are processed in an effective and timely manner.
Maintain contact with existing clients on an ongoing basis to determine if their financial needs have changed.
Cold call potential clients based on acquired leads, client referrals and web inquiries.
Educated clients in products and services for retirement and financial management in the changing economy.
New York Life Insurance Company Brooklyn, NY 2003 to 2009
Life Insurance Agent
Top financial and life insurance agent between 2003 through 2009 in assigned region.
Successfully assisted clients with their financial needs and suitability by creating catered portfolios in investments, retirement and insurance needs.
Scheduled 30 appointments a week, to successfully reach site goals.
Worked independently and with Centers of Influences to acquire new clients.
Trained agents on how to effectively set appointments, analyze client’s needs and meet sales quotas.
Maintained accurate sales records and consistently met 100% sales goals on a monthly basis.
Completed training to become a Unit Manager which allow me to oversee a small team of agents new to the company.
Written and Oral Communication Skills