Monte Perez

Broker Manager / abqmedicare

Role
Independent Insurance Agent at Applied General Agency
Location
Albuquerque, NM, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Monte Perez

I\'m an independent insurance agent providing consultative healthcare advice to the Medicare community. It feels good guiding my clients, clearing up the confusion.this thing called Medicare.It\'s a wild ride.ha ha. If you\'re interested in helping your clients with Medicare insurance, just let me know and I can show you the ropes. Your clients are waiting for you to cross-sell this \"value-added\" AND MUCH NEEDED service.

Experience

  1. Independent Insurance Agent

    Applied General Agency

    Jun 2013 — Present

    Specializing in Medicare Insurance representing the following Insurers: United Healthcare, Humana, Blue Cross Blue Shield of NM, Aetna, and Molina, among many others. Collaboration with Primary and Specialty care clinics, lead generation source, appropriate insurance for patients.

Education

  • St. Gregory College Preparatory

    Tucson, AZ

  • University of Arizona

    Bachelor of Arts

Skills

  • Sales
  • Fundraising
  • Disability Insurance
  • Medicare Supplements
  • Business Management
  • Small Business
  • Life Insurance
  • Medicare Prescription Drug Plans
  • Medicare Advantage
  • Strategic Planning
  • Health Insurance
  • Leadership Development
  • Public Speaking
  • Series 6
  • Insurance
  • Training
  • Life and Health License
  • New Business Development
  • Sales Operations
  • Customer Retention
  • Customer Service
  • Team Leadership
  • Business Development
  • Leadership
  • Interpersonal Communication Abilities
  • Networking
  • Marketing
  • Series 63
  • P&C License
  • Management
  • Team Building
  • Medicare
  • Cold Calling

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Monte Perez — Independent Insurance Agent at Applied General Agency in Albuquerque, NM, US | Unifers