Shakela Soto

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Proven success in managing, training and motivating teams to achieve and enhance company goals.

My resume encompasses a great deal of client service, client advocacy as well as team building, management and training.  I have over 15 years of experience and knowledge in the Health Care sectors. I currently possess a health and life license permitting me to sell and educate, individuals, families, employees, employers and Medicare recipients on medical, ancillary, prescriptions, eligibility, plan knowledge and out of pocket cost and expenses.

With my current position I had the opportunity to manage a starting diversified Insurance Agency. I currently sell, train and manage a small team in Las Vegas.  I oversee and maintain client retention while maintaining a positive and steady working relationship with all the key carriers and providers across multi states. Prior to my current position, as a Client Advocate and Intake Specialist I had the privilege of working with women and children of various economical backgrounds and dispositions. My primary region was working with unaccompanied minors, veterans, victims of domestic abuse and human trafficking. With my previous position I was responsible for conducting full emergency intake assessments, and I worked closely with the clients and their children by providing immediate support, mediation and resources throughout the night. On an administrative level I worked closely with the Director of Operations ensuring census data and reporting, policies and procedures and case tracking and file documentation was maintained and done according to schedule. In addition I worked closely with new shift employees providing effective training and support.

My resume will highlight and detail all of my qualifications on a professional level. However, on a personal level I thinks important for you to know that I have a witty and fun but professional personality, strong work ethic and dedication all while possessing an unparalleled compassion for all. I truly have a passion for helping others may it be my team, my peers, or the people of the community. So I express my sincere interest in this position because I am confident I can turn this opportunity into a success.  

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Diploma @ Palo Verde High School
Aug 1999 — May 2000


Client Advocate & Intake Coordinator @ The Shade Tree
Sep 2016 — Sep 2017
As Intake Coordinator, I conducted initial client risk and mental health assessments, assisted clients in completing forms and questionnaires for internal intake files. Worked with outside entities for resources, client programs and safety. Complied with all Federal, State, and City security and privacy policies intended to protect individual's health information.

As Client Advocate I provided emergency shelter for victimized and non victimized women, children, teens and pets. Maintained daily log services provided to clients. Conducted facility and dorm checks for client count and safety. Provided immediate support and resources to clients, by issuing daily needs such as toiletries, hygiene products, clothing,food and other necessities as such. Acted as a mediator and mentor to defuse hostile situations among clients. Maintained a professional yet understanding relationship with all clients while upholding client confidentiality. Worked closely with Director of Operations in overseeing the completion of client chore assignment and census reporting deadlines were complete and met as well as provided support and training for new shift employees.
Sales Operations Manager @ SMS Insure Services
Nov 2014 — Current
As a Sales Manager I establish and excel sales objectives by developing strategy, planning, building client and carrier relationships, keeping up with the demand by staying knowledgeable with industry trends and shifts in the Marketplace. Maintain professional and technical knowledge by attending educational workshops, major industry events and conferences; establishing personal networks; participating in professional societies. Oversee, train and manage a growing team specializing in individual, family and employee benefits. Develop staff through monthly 1-1’s; coaching and mentoring, and annual appraisals and commissions. Effectively communicate the value proposition through proposals and presentations.
Sales & Training Manager @ InsureMonkey
Nov 2012 — Nov 2014
As Sales Manager for InsureMonkey, I interviewed potential clients to determine their insurance needs and provided them insurance coverage options, by customizing insurance programs to meet the specific requirements of each client by ensuring proper coverage of risks. I determined what types of insurance plans would suit clients, in accordance to their specific financial backgrounds. I controlled and enhanced over $500,000 of premium business, by being a key player in instigating the company’s brand redesign to increase overall brand recognition. I conducted sales planning and marketing for all insurance agents, developed strategy and educated sales staff. I also encouraged performance goals by working with agents on a one on one basis.

As Training Manager I created and implemented all, training documentation and policies and procedures for new hires, and facilitated all orientations, in classroom training and developed workshops for any updated regulatory changes or company mandates.
Operations Manager @ Finch Technology Consulting Services
Feb 2009 — Dec 2011
In the role of Operations Manager, directly responsible for planning and directing administrative, operational and financial performance of the company on behalf the CEO. Played active role in the daily oversight of the company, while coordinating with the leadership team to solve problems, mediate disputes and resolve issues before they had to be escalated to the CEO. Directed contracted consultants to ensure they maintained and completed their priorities and projects on time. Oversaw preparation for meetings with executives, vendors and consultants. Researched and prepared briefing materials for the CEO. Directly responsible for all accounts payable and receivables, financial recovery, payroll, and department budget.
Account Executive @ Brown & Brown
Jan 2008 — Feb 2009
Spearheaded the installation and management of small to large business accounts for the company. I developed and executed proposals and presentations for potential and existing clients. Facilitated all open enrollment meetings with various carriers and groups. Led teams in a major project initiative to switch from Broker Builder Systems to Paperwise Systems, which was implemented across the organization. Conceptualized and instituted benefit team policies and procedures department processes, training plans and overseen the training of production for new hires.

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