Angelica Velasco
Regional Sales Director at Agility Insurance Services- Claim this Profile
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Bio
Experience
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Agility Insurance Services
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United States
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Insurance
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1 - 100 Employee
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Regional Sales Director
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Jun 2023 - Present
Miami, Florida, United States
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WellCare Health Plans
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United States
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Insurance
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700 & Above Employee
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Director Broker sales South Florida
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Jun 2022 - May 2023
United States
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WellCare Health Plans
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United States
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Insurance
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700 & Above Employee
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Sr Field Agency manager
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Feb 2018 - Jun 2021
United States • Analyze performance and drawing up action plans and established strong relationships with staff and clients. • Implement agency regulations, guidelines, and policies, and ensuring staff does the same. • Research current industry/market trends and using knowledge for business improvement. • Serve as a recruiter mayor fmo’s to sell wellcare health plans • Stablished relationships with provider partners to increase membership • Able to grow the broker channel from 300 agents to… Show more • Analyze performance and drawing up action plans and established strong relationships with staff and clients. • Implement agency regulations, guidelines, and policies, and ensuring staff does the same. • Research current industry/market trends and using knowledge for business improvement. • Serve as a recruiter mayor fmo’s to sell wellcare health plans • Stablished relationships with provider partners to increase membership • Able to grow the broker channel from 300 agents to 2500+ active and certified • Exceed sales goals over 150% to 200% over goal annually. Show less
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Medicare Division Director | Sales and Marketing Director
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Jan 2014 - Sep 2017
• Compiled and analyzed sales reports, and make relevant management reports. • Designed sales and collateral material, collaborate with assigned personnel throughout the business on product development and implementation, marketing and advertising efforts. • Developed and implemented a product line's strategic distribution and growth plan in order to increase market share and convert underperforming markets. • Established goals and standards for the department that meet or exceed… Show more • Compiled and analyzed sales reports, and make relevant management reports. • Designed sales and collateral material, collaborate with assigned personnel throughout the business on product development and implementation, marketing and advertising efforts. • Developed and implemented a product line's strategic distribution and growth plan in order to increase market share and convert underperforming markets. • Established goals and standards for the department that meet or exceed consumer expectations. • Directed and oversee the implementation of individual goal and development plans for each team member, as well as actively coaching associates to achieve targeted goal and development results. • Ran a multistate operation with over 500 contracted agents. • Managed Relationships with insurance carriers to promote and increase sales. • Provided Field training and sales support to agents. • Implemented Sunshine’s six week Senior Market University program for new and experienced agents. • Organized events at different senior centers and health fairs in the tri-county area. • Over sought of compliance, policies and procedures. • Worked closely with Agents to develop a plan to be able to achieve monthly and annual sales goal. Show less
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Office manager \ Sales Coordinator
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Sep 2012 - Jun 2014
• Helping the sales team to improve their productivity by contacting customers to arrange appointments and ensuring all Sales Representatives have high-quality, up-to-date support material. • Collaborated with other departments to ensure sales, marketing, queries, and deliveries are handled efficiently. • Designated Key holder responsible for safe, 3 primary buildings and inventory of 100+ vehicles. • Processed all in-house financing application and recorded all monthly payments (cash… Show more • Helping the sales team to improve their productivity by contacting customers to arrange appointments and ensuring all Sales Representatives have high-quality, up-to-date support material. • Collaborated with other departments to ensure sales, marketing, queries, and deliveries are handled efficiently. • Designated Key holder responsible for safe, 3 primary buildings and inventory of 100+ vehicles. • Processed all in-house financing application and recorded all monthly payments (cash transactions ~500k; credit ~750k. • Prepared all vehicle titles and registration and ensure compliance with State regulations. • Organized and arranged all default payment arrangements 2 months plus & repossession efforts. • Negotiated bankruptcy payback terms and conditions and payment arrangements. • Facilitated and negotiated all bilingual sales transactions and vehicle deal closings. • Created a paperless dealership inventory management system that replaced inefficient system: negotiated purchase of Dealer Solutions that effectively eliminated inventory losses and mismanagement and established accountability. • Installed and customized over a dozen Microsoft Excel spreadsheets to better manage accounts payables and receivables. Show less
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Collections Agent
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Mar 2012 - Aug 2012
• Collaborated on debt collection efforts with Accounts, Sales, and the Legal Department. • Developed debt collection strategies and plans. • Searched publicly available databases to track down defaulters, including Credit Bureau information, background checks, and loan documents. • Informed clients of overdue accounts and amounts currently owed. • Advised clients of alternative debt management solutions. • Purged records if debt has been satisfied
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