Fernando Morales

Sales Manager

Role: Call Center Manager at Vba Voluntary Benefits Advisors
Location: Irvine, CA, US
LinkedIn followers: 500 followers

About Fernando Morales

I built my career developing high performing sales professionals by focusing first on personal growth and accountability. Over the years, I’ve trained and led teams using proven sales strategies, customer service excellence, and a culture of ownership and unity; helping scale production and deliver consistent results.Today, I oversee company wide production while focusing my time on expanding strategic broker partnerships and developing leaders within our organization.

Experience

Call Center Manager
Vba Voluntary Benefits Advisors
Jan 2019 — Present

Education

California State University, Long Beach
Bachelor's degree, Human Development
2012 — 2016

Contact information

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Work email
f•••••••@vbadv.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Vba Voluntary Benefits Advisors

Insurance · 48 employees · Founded 2012 · Irvine, California, United States

Voluntary Benefit Advisors is a full service benefits communication and enrollment firm. We are carrier agnostic, therefore, providing the best value and unbiased recommendation to brokers and clients alike. Our firm provides full analysis, fulfillment, and ongoing service for employer groups of all sizes and industries. The principals of our firm collectively have over 30 years of experience in the Voluntary Benefits space. We pride ourselves in being ahead of the trends and often setting them. Our core competency is providing analysis, marketing, delivery, education, and ongoing support for all worksite benefits. VBA is a trusted partner in the broker community and often referred to as “the broker’s broker”. Leave the heavy lifting to us, we are your one stop solution for everything voluntary. Services: Enrollment Technology: VBA is platform agnostic, meaning, we can enroll on any existing ben admin platform OR we can build out an enrollment platform to capture all benefit elections electronically. Enrollment Team and Capabilities: Face to Face Enrollment or Call Center services. Based on the logistics employee count, locations and other variables, VBA will draft an enrollment schedule that accommodates all employees. By design, VBA has chosen to grow our enrollment counselor base from within. Our counselors are crossed trained on multiple carriers, enrollment platforms, and are familiar with core benefit enrollments. VB Analysis: VBA has partnerships with several Voluntary Benefit carriers. We will go market to deliver the best in class, guaranteed issue products. Account Preservation Specialist: VBA is known for keeping accounts updated, so that clients get the most out of their accounts. Leading these clients to be loyal account holders partnered with VBA. Benefit Counselors: VBA Benefit Counselors are part of VBA and NOT part of a large list of enrollers that we do not know and trust.

vbadv.com

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About Fernando Morales

Experience

Call Center Manager

Education

California State University, Long Beach

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