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.
• MAPD, PDP,MED-SUPP
• Humana, UHC, Aetna, Cigna, WellCare, Anthem

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.

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