Open to opportunities

Jorge Velazquez

@jorgevelazquez

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Bilingual customer success specialist delivering consultative client support and retention.

United States

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What I'm looking for

I’m looking for a customer success role where I can deliver bilingual, consultative support in a high-volume environment—using CRM data, compliance rigor, and consultative recommendations to improve retention, customer satisfaction, and measurable outcomes.

I’m a bilingual (English/Spanish) Customer Success & Client Relationship Specialist with 10+ years of consultative support across insurance, technology, and customer needs analysis. I manage high-volume inbound client portfolios, providing account guidance, enrollment support, billing clarification, and benefits management while driving revenue through client education.

I deliver trust-based, solution-oriented service by using CRM workflows and multi-platform internal systems, navigating complex client cases while maintaining compliance and documentation accuracy. I collaborate cross-functionally to resolve complex customer concerns efficiently, consistently meeting and exceeding sales and performance metrics and increasing retention.

My background also includes IT recruiting and client account management at TEKsystems, where I led full-cycle recruitment for technical roles and strengthened long-term client partnerships through proactive communication and workforce planning. Prior roles in Medicare guidance (GoHealth), customer support (Aetna), and consultative sales (Intuit, CBR, Sears) shaped how I turn needs-based discovery into clear next steps for clients.

Experience

Work history, roles, and key accomplishments

Sales Agent

Sears

Handled high-volume inbound sales and service calls (80+ daily), identifying needs and educating customers to support purchase decisions. Surpassed sales goals through proactive outreach and customer-focused guidance.

Inbound Sales Customer Education Needs Identification Sales Performance Customer Service

Sales Development Representative

Cord Blood Registry

Educated families on medical service offerings via inbound and outbound phone, chat, and email to drive enrollment conversions. Maintained ongoing client communication to support smooth onboarding and service delivery while consistently exceeding performance expectations.

Customer Onboarding Sales Performance

Licensed Insurance Agent

Wipro

Provided bilingual (English/Spanish) customer success and client relationship support for the Cigna account, managing high-volume portfolios with consultative guidance, enrollment support, and billing clarification while maintaining compliance. Delivered tailored recommendations based on customer needs and improved retention through trust-based, solution-focused issue resolution.

Bilingual Customer Support Consultative Selling Enrollment Billing Benefits Management & Compliance Client Retention

Licensed Insurance Agent Rep

GoHealth

Guided Medicare-eligible clients through complex plan options, translating technical details into clear, informed decision-making. Achieved sales targets through needs-based consultative conversations while handling sensitive data with strict compliance.

& Compliance Customer Service

IT Recruiter / Account Manager

TEKsystems

Led full-cycle recruitment for technical roles by partnering with hiring managers to align talent strategy with business objectives. Managed candidate pipelines and consultative screenings while strengthening long-term client relationships through proactive workforce-planning support.

Full Cycle Recruiting Candidate Pipelines Stakeholder Management Workforce Planning Talent Matching Client Relationship Management Consultative Screenings

Sales Consultant

Intuit

Conducted consultative discovery with small business owners and recommended tailored solutions using QuickBooks, Payroll, and Payments. Increased product adoption by advising on cloud-based modernization and consistently exceeding sales and performance metrics in a competitive environment.

Consultative Sales SMB Needs Assessment Quickbooks Payroll Solutions Product Adoption Discovery Calls

Customer Support Agent

Aetna

Managed workers’ compensation inquiries by coordinating with injured workers, adjusters, and pharmacies to streamline medication processing. Delivered empathetic, solution-focused support for high-sensitivity cases to resolve issues efficiently.

Workers’ Compensation Empathetic Cross Functional Communication