Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Rebecca Miranda

Camarillo

Summary

Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering several-year background generating new business by selling various insurance plans. Personal and professional with a passion for helping others.

Overview

24
24
years of professional experience

Work History

Licensed Insurance Agent

Self
Camarillo
02.2008 - Current
  • Match health, life, and ancillary options with the client's needs.
  • Work with carriers to ensure a smooth process of enrollment.
  • Maintain my book of business.
  • Communicate with my clients as often as they need or want.
  • Network with fellow agents and other entrepreneur groups.
  • Keep up to date with product and market changes.
  • Help my clients with claims and other questions regarding their coverage.

Office Manager and Assistant

Shop 4 Health Insurance Solutions
Camarillo
09.2023 - 10.2024
  • Scheduled and confirmed appointments.
  • Pulled and summarized files for the upcoming appointments for the week.
  • Completed applications and ensured that they were enrolled. Contacted clients to notify them of their status.
  • Maintained confidentiality.
  • Worked with the downline to help with their clients and commission.
  • Communicated with carriers and third parties about any issues.
  • Maintained and updated websites.
  • Managed keeping licenses current in all states of business.
  • Kept inventory of supplies, and ordered as needed.
  • Helped Broker to stay on schedule.
  • Updated online collateral and client portal.
  • Stayed abreast of rate trends, market, and carrier updates in each state.

Licensed Insurance Agent

Anthem Oil & Gas
Newberry Park
09.2001 - 02.2008
  • Conducted customer needs assessments to identify appropriate coverage levels and options.
  • Performed routine follow-up calls to assess customer satisfaction with products and services.
  • Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
  • Provided guidance and support to less experienced agents during onboarding process.
  • Researched complex underwriting issues and provided solutions for customers' satisfaction.
  • Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
  • Participated in industry events such as conventions, seminars, workshops.
  • Maintained accurate records of client information including contact details and policy changes.
  • Provided assistance with billing inquiries, payment processing, and customer service issues.
  • Identified opportunities for cross-selling additional policies or services to existing customers.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Exceeded company sales goals for new policies.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Achieved repeat business and referrals through personalized services.

Education

Some College (No Degree) - Business

Missouri Baptist University
St. Louis, MO

Skills

  • Client needs assessment
  • Policy processing
  • Sales strategies
  • Customer service
  • Insurance underwriting
  • Networking skills
  • Team collaboration
  • Communication skills
  • Problem solving
  • Time management
  • Professional development
  • Insurance sales expertise
  • Client retention
  • Risk assessment
  • Professional networking
  • Goal oriented approach
  • Client relationship management
  • Team training and development
  • Professionalism and ethics
  • Multiple software exposure and knowledge

Affiliations

  • Volunteering is a passion. I'm part of the Meadowlark society in Ventura County. We fundraise, volunteer and help many of the outreach programs locally.
  • I also enjoy supporting as many local nonprofits in any way I can.
  • Love to spend time with family, pets, and nature.

Timeline

Office Manager and Assistant

Shop 4 Health Insurance Solutions
09.2023 - 10.2024

Licensed Insurance Agent

Self
02.2008 - Current

Licensed Insurance Agent

Anthem Oil & Gas
09.2001 - 02.2008

Some College (No Degree) - Business

Missouri Baptist University

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Rebecca Miranda