Jose Macias Email and Phone Number
I am a multilingual professional with vast expertise in insurance sales, customer relationship management, and financial consulting. Throughout my career, I have established a great capacity to analyze risk, assure compliance with industry standards, and create insurance solutions to meet the requirements of my clients. My priority is always to provide excellent customer service, build great connections, and resolve difficulties swiftly. In addition, I have a track record of leading teams, increasing operational efficiency, and driving corporate development via strategic planning and execution.With proficiency in both English and Spanish, I thrive at cross-selling, upselling, and market research, allowing me to increase brand awareness and create new chances. My experience includes Medicaid and Charity Care eligibility, pre-underwriting, claims processing, and data management. I am enthusiastic about using my expertise to provide outstanding service and contribute to the success of the businesses I work with.
Farmers Insurance
View- Website:
- farmers.com
- Employees:
- 45532
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ManagerFarmers Insurance Jan 2019 - PresentLinden, New Jersey, United States•Conduct comprehensive market research to ensure competitive pricing strategies while mentoring staff to boost customer satisfaction and retention.•Drive client retention by providing tailored customer service and identifying new leads to enhance agency sales and productivity.•Lead team meetings to set and monitor goals, performance, and compliance with state regulations, creating a positive and collaborative work environment.•Oversee pre-underwriting reviews to minimize risks, ensuring clients are adequately covered and policies are processed accurately.
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Insurance AgentFor The Win Inc. Jan 2018 - Jan 2019Springfield, New Jersey, United States•Delivered expert guidance on Property & Casualty Insurance, generating $700k+ in annual sales by aligning product offerings with client needs.•Proactively pursued leads and conducted portfolio reviews to identify upselling and cross-selling opportunities, driving additional revenue.•Developed strong client relationships, leading to increased referrals and sustained business growth.•Conducted daily cold calls, generating new leads and translating for Spanish-speaking clients to improve service.
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Financial Counselor/Medicaid & Charity Care Eligibility SpecialistCbiz Ka Consulting Services Feb 2016 - May 2017Elizabeth, New Jersey, United States•Guided patients through Medicaid and Charity Care eligibility, securing coverage for their financial and medical needs.•Created and maintained Medicaid tracking reports, enhancing hospital revenue by managing insurance data and provider information.•Evaluated patient insurance coverage and coordinated with caseworkers and HMOs to ensure timely application processing.•Entered and maintained accurate insurance and eligibility data, improving patient care and compliance with hospital documentation standards.
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Licensed Insurance AgentAllstate Feb 2013 - Jan 2016Secaucus, New Jersey, United States•Provided professional insurance advice, growing the client base and expanding brand recognition through targeted marketing initiatives.•Delivered exceptional client service by resolving issues, processing claims, and ensuring customer satisfaction across the book of business.•Ensured compliance with new insurance laws, keeping clients informed and adjusting coverage as necessary.•Consistently exceeded daily, weekly, and monthly sales targets, contributing to the agency’s overall growth. -
Assistant ManagerVip Care Feb 2010 - Dec 2012Jersey City, New Jersey, United States•Processed HMO insurance claims and reviewed documents for compliance with healthcare regulations, ensuring accuracy.•Assisted clients and Certified Home Health Aides, providing guidance to enhance the quality of care and address day-to-day concerns.•Managed administrative tasks, including payroll and scheduling, to ensure smooth office operations.•Promoted the company brand at job fairs and marketing events, increasing visibility and client acquisition.
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Directory ReceptionistSt Joseph Parish May 2005 - Feb 2010Jersey City, New Jersey, United States•Acted as the first point of contact for parishioners, providing exceptional service and addressing community concerns.•Volunteered in various parish community programs, increasing participation and strengthening the parish community.•Managed clerical tasks, including data entry and document filing, to ensure accurate records and efficient administrative operations.•Coordinated appointments, interviews, and meetings, ensuring a smooth and organized parish schedule.
Jose Macias Education Details
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Business, Management, Marketing, And Related Support Services -
Criminal Justice -
Dickinson HighschoolHigh School
Frequently Asked Questions about Jose Macias
What company does Jose Macias work for?
Jose Macias works for Farmers Insurance
What is Jose Macias's role at the current company?
Jose Macias's current role is Insurance Specialist | Client Relationship Expert.
What schools did Jose Macias attend?
Jose Macias attended New Jersey City University, Hudson County Community College, Dickinson Highschool.
Who are Jose Macias's colleagues?
Jose Macias's colleagues are Elizabeth Gobell, Jack Woo, Brian Case, Yasmin Aguilar, Shelli Davis, Mariann Dominguez, Rylee Yates.
Not the Jose Macias you were looking for?
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2ngc.com, ngc.com -
4usc.edu, usc.edu, wellsfargo.com, wellsfargo.com1 +121374XXXXX
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Jose Macias
Greater Chicago Area2united.com, united.com -
2csis.org, warontherocks.com
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