Juan Capellan

Contacts plan members locally to share information on Medicare Plans. Qualifies and builds rapport to enroll them, and assists members using customer service skills.

Contacted plan members locally and statewide to share Medicare Plan information. Qualified members, built rapport, and offered enrollment or scheduled presentations. Assisted members and managed activity reports.

Independently provided benefits consulting and enrollment services for various agencies. Focused on educating clients on complex insurance concepts.

Investigated client needs and proposed affordable and effective product solutions. Developed and maintained constructive relationships with clients and high-level office personnel. Coordinated projects using Salesforce, Outlook, and Excel, and followed up with existing clients.

Participated in new account development, sales pursuits, presentations, and customer service. Utilized Salesforce, Excel, and Word to document progress. Contacted Payroll and PEO clients to present value-added health administration and PEO services.

Prospected and managed sales, onsite employee enrollments, and business-to-business sales initiatives. Provided excellent customer service and maintained constructive relationships with existing clients, HR Managers and business owners to achieve deliverable sales goals. Demonstrated rapid understanding of business and marketing objectives, creating profitable returns.

Completed a Bachelor of Arts degree focusing on core business principles. Gained knowledge in areas such as management, marketing, and financial operations.