Marcus Michael Email & Phone Number

Fontana, Ca, Us

Rancho Cucamonga

Riverside, Ca

Pegasus Insurance Services, LLC 07/14/15-Present7177 Brockton Ave Suite 445Riverside, CA 92506(951) 363-50262Call center phone sales of major medical, medicare supplements, dental, vision, life, final expense, supplemental/ancillary products.Health Plan Advisor and Plan Specialist 03/15/2015 to 07/14/2015EBROKER CENTER Agent Franchise (Call Center)9518 9th St Suite C2Rancho Cucamonga, CA 91730(909) 352-0352Solicited & fielded incoming calls. Determined if eligible for SEP’s in FFM plans and calculated government subsidies.Created quotations for major medical, temporary, ancillary products including dental, vision, accident, critical illness, accidental death and dismemberment while considering the clients needs and budget.Explained in detail all plan benefits, costs and usage.Enrolled and submitted applications in the Healthcare.gov website, or by using each carrier’s website or provided software.Gathered and processed payments via credit card or electronic bank draft. Certified Application Counselor and Plan Based Enroller 10/09/14 to 01/20/15Anthem Blue Cross and Blue Shield (Wellpoint), Diamond Bar, CAAssisted Anthem members and non-members in 14-states complete applications and apply for health insurance in Federal and State marketplaces with and without the use of computer co-browsing. Tier one operator fielding calls, answering questions and transferring members to proper department for assistance in multiple states. Familiar with Avaya call center software and usage.

Pre-need Funeral and Cemetery Sales, At-need Cemetery Arrangements. Prepared necessary paperwork to process insurance sales and renewals. Presented account proposals in a professional and timely manner. Presented and clearly explained insurance policy options to clients based on their needs and goals. Researched coverage and premium options and supplied clients with the best coverage available. Promoted client retention through high-quality service and follow through. Followed up with potential clients regarding online information requests. Promoted agency products to customers in person, on the telephone and in writing. Called warm leads each week to expand client base.

Executed order entry, reviewed and approved purchase orders, customer terms and conditions, payment terms and transportation. Reviewed and approved drawings, quality requirements including government, ITAR and DOD requirements. Provided customer service including order status, incoming inquires and quotations. Purchased raw material, reviewed and approved certifications

Business Administration And Management, General

Accounting And Finance