Orlando Soto Jr

Employee Benefits and Medicare Specialist at McDermott Costa
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Contact Information
us****@****om
(386) 825-5501
Location
Dublin, California, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Native or bilingual proficiency

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Bio

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Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Employee Benefits and Medicare Specialist
      • Feb 2023 - Present

      Analyze patterns and trends, among employee’s benefits usage data to create better benefits for Business Owners.  Build and maintain strong relationships with insurance carriers and brokers to ensure seamless service delivery.  Execute B2B sales and marketing Strategies that have generated a 30% increase in new business.  Proficient in utilizing software and tools for benefits management and administration.  Successfully manage a portfolio of high-value accounts, ensuring… Show more Analyze patterns and trends, among employee’s benefits usage data to create better benefits for Business Owners.  Build and maintain strong relationships with insurance carriers and brokers to ensure seamless service delivery.  Execute B2B sales and marketing Strategies that have generated a 30% increase in new business.  Proficient in utilizing software and tools for benefits management and administration.  Successfully manage a portfolio of high-value accounts, ensuring client satisfaction and retention.  Manage open enrollment periods, coordinating communication efforts and addressing employee inquiries. Show less Analyze patterns and trends, among employee’s benefits usage data to create better benefits for Business Owners.  Build and maintain strong relationships with insurance carriers and brokers to ensure seamless service delivery.  Execute B2B sales and marketing Strategies that have generated a 30% increase in new business.  Proficient in utilizing software and tools for benefits management and administration.  Successfully manage a portfolio of high-value accounts, ensuring… Show more Analyze patterns and trends, among employee’s benefits usage data to create better benefits for Business Owners.  Build and maintain strong relationships with insurance carriers and brokers to ensure seamless service delivery.  Execute B2B sales and marketing Strategies that have generated a 30% increase in new business.  Proficient in utilizing software and tools for benefits management and administration.  Successfully manage a portfolio of high-value accounts, ensuring client satisfaction and retention.  Manage open enrollment periods, coordinating communication efforts and addressing employee inquiries. Show less

    • Agency Owner
      • Oct 2015 - Present

      Awarded #1 external sales agent award by Humana for multiple years.  Honored by CVS Health / Aetna as an Elite Front Runner 4 years in a row from 2019 to 2022.  Maintain over 800 active Medicare Advantage and Prescription Drug clients.  Recruited and managed a team of 12 Independent Insurance Agents.  Built and maintained strong relationships with insurance brokers, healthcare providers, and community organizations to generate leads and create referral networks. Awarded #1 external sales agent award by Humana for multiple years.  Honored by CVS Health / Aetna as an Elite Front Runner 4 years in a row from 2019 to 2022.  Maintain over 800 active Medicare Advantage and Prescription Drug clients.  Recruited and managed a team of 12 Independent Insurance Agents.  Built and maintained strong relationships with insurance brokers, healthcare providers, and community organizations to generate leads and create referral networks.

    • Direct Sales Manager
      • Jul 2014 - Oct 2015

      Manage, Interview, Motivate, Train, Sell, Grow Sales Team, recruit, Group Presentations, Conduct Sales Meetings, Lead Conference Calls, Keep detailed data on performance, Manage, Interview, Motivate, Train, Sell, Grow Sales Team, recruit, Group Presentations, Conduct Sales Meetings, Lead Conference Calls, Keep detailed data on performance,

    • Account Executive
      • Jul 2010 - Mar 2014

      Trained and developed entry level sales reps into account executives and leaders. Managed large teams on a day to day as well as the entire company when needed. Trained and developed entry level sales reps into account executives and leaders. Managed large teams on a day to day as well as the entire company when needed.

Education

  • DeVry University
    Bachelor's degree, Computer Science

Community

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