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San Antonio
Tracey Moreno

Tracey Moreno

Life and Health Licensed Agent
San Antonio, Bexar


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.   



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.
  • 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.


High School Diploma: Lyndon B Johnson - Laredo, TX

Texas A&M International University - Laredo, Tx

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