Summary
Overview
Work History
Education
Skills
Timeline
Generic

Aeriell Daniels

Palmetto

Summary

Dedicated Life Insurance Agent with expertise in client needs assessment, application processing, and policy documentation management. Committed to educating clients and strengthening relationships to enhance service delivery.

Overview

8
8
years of professional experience

Work History

Life Insurance Agent

Senior Life Services
Vero Beach
09.2022 - Current
  • Assisted clients in understanding life insurance options and benefits.
  • Conducted needs assessments to identify optimal coverage solutions for clients.
  • Cultivated strong client relationships through consistent communication and personalized service.
  • Processed applications and managed policy documentation efficiently.
  • Educated clients on policy features and terms to enhance their understanding and decision-making.
  • Collaborated with team members to enhance customer service strategies.
  • Utilized CRM software to track client interactions and manage follow-ups.
  • Sold life insurance policies via telephone and assisted other agents with underwriting.

Paralegal

Law Office of Joelle Bordeaux
St. Petersburg
01.2022 - 07.2022
  • Conducted legal research to enhance case preparation and strengthen documentation.
  • Drafted legal documents, including pleadings and contracts, for attorney review.
  • Assisted in trial preparation by gathering evidence and organizing exhibits for effective presentation.
  • Communicated with clients to obtain critical information and provide updates on case progress.
  • Maintained calendars, scheduling court dates and client meetings efficiently.
  • Reviewed incoming correspondence to identify key issues for attorneys' attention.

CNA

Westminister Point Pleasant
Bradenton
03.2018 - 09.2021
  • Monitored vital signs and reported changes to nursing staff promptly.
  • Supported residents with daily living activities and personal hygiene to promote independence and dignity.
  • Collaborated with nursing team to develop personalized care plans for residents.
  • Fostered emotional well-being by providing compassionate companionship and engaging in meaningful conversations.
  • Ensured cleanliness and organization of resident living spaces and common areas to create a safe and welcoming environment.

Education

Associate of Science - Paralegal Studies

Rasmussen University
Brandon
06-2021

Skills

  • Insurance policy expertise
  • Policy management
  • Client needs assessment
  • Application processing
  • CRM software proficiency
  • Customer relationship management

Timeline

Life Insurance Agent

Senior Life Services
09.2022 - Current

Paralegal

Law Office of Joelle Bordeaux
01.2022 - 07.2022

CNA

Westminister Point Pleasant
03.2018 - 09.2021

Associate of Science - Paralegal Studies

Rasmussen University
Aeriell Daniels