About Tracey Moreno:
Excellent communicator with strong understanding of insurance industry. Highly organized and detailed-oriented with strong ability to identify potential risks and develop solutions.
Experience
Licensed Insurance Agent
E-telequote Inc- Jan. 2021-2023 Clearwater, FL
- Upsold additional products and services after identifying customer needs and requirements.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Exceeded corporate quotas for monthly policy sales.
- MAPD, PDP,MED-SUPP
- Humana, UHC, Aetna, Cigna, WellCare, Anthem
Licensed Insurance Agent
Concentrix- Jun. 2016- Dec. 2020 Laredo, TX
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Exceeded corporate quotas for monthly policy sales.
- Explained advantages, disadvantages and features of policies to promote sales of Medicare plans.
- Utilized CRM software to manage client relationships.
- MAPD, PDP, Med-Supp
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
Medical Technologist
Border Region Behavioral Health Center, Laredo, Tx Nov. 2014-May 2016
- Documented medical test data and results in patient medical records.
- Completed patient reports daily and submitted to management for evaluation.
- Prescribed medications and administered oral medicines and hypodermic injections as needed.
- Followed laboratory protocols for specimen processing, analysis, and results reporting.
Education
High School Diploma: Lyndon B Johnson - Laredo, TX
Texas A&M International University - Laredo, Tx
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