Customer Service Insurance Sales
Resume:
Dina Perez
Peoria, AZ *****
********************@***********.***
Professional Summary
Versatile manager with 6 years of experience in operations and customer service across various industries, including retail and healthcare. Proven leadership skills demonstrated by managing a team of 15 employees to enhance operational efficiency. Strong background in insurance sales and client relations, with expertise in tailoring health plans to meet individual needs. Bilingual in Spanish, enhancing communication with diverse clientele.
Authorized to work in the US for any employer
Work Experience
Order Builder
Coca Cola-Glendale, AZ
April 2025 to Present
Pick product throughout warehouse to build pallets to be shipped locally to different businesses across the valley, review correct quantity and keep a clean and organized work station, process bi-weekly and monthly inventory counts to maintain adequate stock Licensed Medicare Agent
Clearview Insurance Group-Remote
September 2024 to March 2025
Tailor Medicare health plans to suit individuals needs, Review eligibility and coverage plans for Medicare recipients, shop several carriers and make suggestions depending on individuals current health needs, answer questions/concerns and process applications through CMS
Provided personalized consultations to clients, assessing their healthcare needs and recommending appropriate Medicare insurance options
Built strong relationships with insurance carriers to stay updated on plan changes, pricing updates, and industry trends
Manager
RaceTrac Petroleum, Inc.-Daytona Beach, FL
September 2023 to March 2024
Managed daily operations, including cigarettes and lottery counts, submitted financial reports for daily sales, inventory management, and customer service
Led a team of 15 employees, providing guidance and support to ensure efficient operations
Cigarette and lottery inventory and sales reports processed for daily operations and financials
Managed daily operations, including scheduling, inventory management, and customer service
Provided ongoing coaching and mentoring to team members, supporting their professional development
Resolved customer complaints or issues promptly while maintaining a positive brand image Pharmacy Technician
FLORIDA HEALTH CARE PLANS-Daytona Beach, FL
February 2023 to August 2023
Accurately filled and dispensed prescriptions daily, ensuring patient safety and adherence to medication guidelines
Managed inventory of medications, regularly conducting audits and restocking to maintain optimal levels
Collaborated with pharmacists to verify prescription information, resolve any discrepancies, and ensure proper dosage instructions were provided to patients Licensed Health Insurance Agent
MedicareInsurance.com-Daytona Beach, FL
July 2022 to November 2022
Review eligibility and coverage plans for Medicare recipients, tailor plans specific to suit individuals Medicare needs and discuss prescription drug cost and in network/out of network providers and QA calls for other agents
Sr. Short-term Disability Analyst/Insurance Agent
The Hartford-Phoenix, AZ
November 2017 to December 2021
Insurance sales from 2017-2018 and processed applications for FMLA leaves and disability benefits
Analyzed client needs and recommended appropriate coverage options to ensure comprehensive protection
Conducted thorough risk assessments for potential policyholders to accurately determine coverage requirements
Collaborated with healthcare providers to obtain additional documentation or clarification on claim details
Maintained a high level of productivity while meeting quality standards in processing a large volume of claims daily
Inventory clerk/accounts receivable
Grand Canyon Business Solutions-Scottsdale, AZ
March 2017 to October 2017
Ordered merchandise, billing and account receivable administration, resolved billing, applied annual rate increases to service contracts
Managed accounts receivable process, including invoicing, payment tracking, and collections
Analyzed aging reports to identify delinquent accounts and implemented strategies for debt recovery
Developed and implemented inventory planning strategies to optimize stock levels and meet customer demand
Managed relationships with suppliers to negotiate favorable pricing terms and maintain strong partnerships
Education
Bachelor's in Business
Northern Arizona University-Flagstaff, AZ
August 2014 to May 2016
Skills
• Telemarketing
• Underwriting
• Leadership
• Customer service
• Accounts Receivable
• Sales
• Microsoft Office
• Purchasing
• Project management
Languages
• Spanish - Expert
• Bilingual
Certifications and Licenses
CPR Certification
Insurance Producer License
Life & Health Insurance License
July 2022 to July 2026
Issue health plans and Medicare plans
Personal Lines License
November 2017 to February 2026
Contact this candidate