Alejandra Zuniga
@alejandrazuniga
I train Medicare insurance agents, support compliant enrollments, and improve client service in English and Spanish.
United StatesWhat I'm looking for
At Connexion Point, I support agents and clients with Medicare product guidance, troubleshooting, enrollment assistance, and compliant sales practices. I also monitor customer calls, analyze sales trends, and deliver actionable reports to leadership.
I collaborate with training teams to develop product-focused sessions, onboard new team members, and help agents conduct needs assessments and address enrollment objections. I stay current on CMS guidelines, state-specific laws, carrier updates, and health insurance compliance requirements.
Previously, I supported insurance clients at Allstate and led account representative work at State Farm, handling coverage, billing, policy changes, sales leads, and financial-services inquiries. I’ve trained and mentored team members while building long-term client relationships through proactive service and policy reviews.
I’m fluent in English and Spanish and bring active health insurance licensing, CRM experience with Salesforce and Sunfire, and strong administrative and customer communication skills.
Experience
Work history, roles, and key accomplishments
Supervisor/Trainer
Connexion Point
Sep 2020 - Present (5 years 11 months)
Developed in-depth product knowledge and supported agent development by collaborating with the training team to create and deliver product-focused training sessions. Provided real-time live support to agents and clients, offering product guidance, troubleshooting, and enrollment assistance.
Followed up on sales leads and assisted in closing deals with both new and existing clients, supporting long-term relationship management. Responded to inquiries related to property coverage and life insurance policies, account status, billing issues, and coverage options.
Provided personalized insurance solutions to clients by assessing needs and offering appropriate coverage options for auto, home, life, and health insurance. Facilitated the processing of financial products and services, including vehicle loans, home loans, refinancing options, and other financial services offered through State Farm Bank.
Education
Degrees, certifications, and relevant coursework
Texas Department of Insurance
Certification, Insurance
Completed certification in Life, Accident, Health and HMO in 2017.
Texas Department of Insurance
Certification, Insurance
Completed certification in Property and Casualty in 2016.
Texas Department of Insurance
Certification, Legal
Completed certification as a Notary Public in 2016.
Laredo Community College
Associate Degree, General Studies
Earned an Associate Degree in General Studies in 2016.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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