Christopher Soto

About Christopher Soto

MY BACKGROUND: My passion as an insurance consultant began when I started to see my…

Experience

1. Founder & CEO

   Healthcare Insurance Solutions

   Jul 2021 — Present · Corona, CA, US

   Produced 200% growth in clientele since 2021 and achieved 95% retention through the use of CRM, marketing tools, various communication methods, and cross-selling strategies.• Built relationships with local medical groups, doctors, dental offices, retail stores (i.e. Walmart and Walgreens), senior centers, senior living facilities as well as local community centers.• Positioned the agency to be licensed in other states such as Oregon, Texas, Arizona, Nevada, and Oklahoma in order to adapt to clientele needs and expansion.• Oversee and execute all marketing operations including market research managing vendor relationships, and supervising content creation for the business.• Building and sustaining an extensive network of center-of-influence type relationships with local small businesses, large insurance companies, and our clients as referral sources.• Maintaining in-depth knowledge of statistics, rules, and regulations for each insurance product or line of business through yearly trainings and licensing renewals in multiple states.• Facilitated and sponsored seminars, educational materials, training, and group meetings as requested, in cooperation with key persons such as at health fairs, medical clinics, etc.• Diversified product offerings that only exemplify top-tier benefits available to our clients.• Developed and manage a high performing team through mentoring, coaching, and facilitating internal training courses.

Education

• California Baptist University

  Bachelor's degree, Business Administration and Management, General

  2013 — 2017

• California Baptist University

  Master of Business Administration - MBA, Business Administration and Management, General

  2018 — 2018

• College of Lake County

  General Studies

  2011 — 2013