Agelvys Enrique Fernandez Rangel
Insurance Brokers
Jacksonville,Florida
Summary
Independent Insurance Broker with background in providing optimum insurance solutions for clients. Experience spans across various types of insurance policies including life, health, property and casualty. Strengths lie in understanding client needs, assessing risk factors and determining suitable coverage options. Impacted previous work by effectively managing portfolio growth through strategic sales initiatives and fostering strong relationships with clients.
Overview
16
16
years of professional experience
25
25
Certification
Work History
Independent Insurance Broker
Unit Insurance Agency Corp
Houston , TX
05.2022 - Current
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Negotiated contracts between insurers and insured parties in order to obtain favorable terms for both sides.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
- Monitored market conditions to ensure that existing policies remain competitively priced.
- Analyzed risk factors and recommended suitable coverages for clients.
- Maintained accurate records of client interactions in company database system.
- Demonstrated a commitment to providing exceptional customer service at all times.
- Presented customized insurance solutions to customers based on their individual needs.
- Identified areas of improvement within the company's processes and procedures.
- Educated clients on various types of life insurance policies available in the market.
- Stayed current with life insurance market trends and regulatory changes.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
AGENTE EXCLUSIVO
BANESCO SEGUROS CA
MARACAIBO , VENEZUELA
04.2014 - 10.2017
- Provided professional services and support in a dynamic work environment.
- Identified issues, analyzed information and provided solutions to problems.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Passionate about learning and committed to continual improvement.
- Worked well in a team setting, providing support and guidance.
- Learned and adapted quickly to new technology and software applications.
- Demonstrated creativity and resourcefulness through the development of innovative solutions.
- Organized and detail-oriented with a strong work ethic.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Conducted annual reviews of existing policies to update information.
AGENTE EXCLUSIVO
SEGUROS CONSTITUCION
MARACAIBO , VENEZUELA
07.2010 - 03.2012
- Responded to customer requests for products, services, and company information.
- Increased efficiency and performance by monitoring team member productivity and providing feedback.
- Investigated and resolved customer inquiries and complaints quickly.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Trained new personnel regarding company operations, policies and services.
- Investigated and resolved accounting, service and delivery concerns.
- Created and maintained detailed database to develop promotional sales.
- Managed timely and effective replacement of damaged or missing products.
- Managed time efficiently in order to complete all tasks within deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Analyzed customer needs to provide customized insurance solutions.
- Conducted annual reviews of existing policies to update information.
SEGUROS CARACAS DE LIBERTY MUTUAL
ASISTENTE ADMINISTRATIVO
MARACAIBO , VENEZUELA
08.2008 - 05.2010
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Answered central telephone system and directed calls accordingly.
- Corresponded with clients through email, telephone, or postal mail.
- Responded to inquiries from callers seeking information.
- Organized, maintained and updated information in computer databases.
- Scheduled office meetings and client appointments for staff teams.
GERENTE DE OPERACIONES
OFIC ECON MARIA RANGEL MATOS
MARACAIBO , VENEZUELA
11.2017 - 01.2020
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Identified and communicated customer needs to supply chain capacity and quality teams.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Set aggressive targets for employees to drive company success and strengthen motivation.
- Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
- Defined clear targets and objectives and communicated to other team members.
- Developed detailed plans based on broad guidance and direction.
- Identified and resolved unauthorized, unsafe, or ineffective practices.
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
Education
Universidad Rafael Belloso Chacin
Venezuela12-2014
Licenciado En Administracion Mencion Mercadeo
Venezuela12-2014
Skills
- Policy analysis
- Financial Acumen
- Claims Handling
- Customer Needs Assessment
- New Business Development
- Asset protection expertise
- Insurance sales strategy
- Customer Service
- Proposal Preparation
- Marketing
- Appointment management
- Policies and procedures
- Verbal and written communication
- Business planning
- Sales and marketing
- Negotiation
- Business administration
- Sales expertise
Languages
Spanish
Proficient (C2)
C2
English
Intermediate (B1)
B1
Certification
Certified to sell Medical Insurance, including Health, Life, Supplementary, Vision, Dental, and Funeral, within the United States, in the following states:
Alabama
Arizona
Florida
Georgia
Illinois
Indiana
Kansas
Louisiana
Michigan
Mississippi
Missouri
Nebraska
New Jersey
Ohio
Oklahoma
Oregon
Tennessee
Texas
Utah
Virginia
Wisconsin
Wyoming
Timeline
Independent Insurance Broker
Unit Insurance Agency Corp
05.2022 - Current
GERENTE DE OPERACIONES
OFIC ECON MARIA RANGEL MATOS
11.2017 - 01.2020
AGENTE EXCLUSIVO
BANESCO SEGUROS CA
04.2014 - 10.2017
AGENTE EXCLUSIVO
SEGUROS CONSTITUCION
07.2010 - 03.2012
SEGUROS CARACAS DE LIBERTY MUTUAL
ASISTENTE ADMINISTRATIVO
08.2008 - 05.2010
Certified to sell Medical Insurance, including Health, Life, Supplementary, Vision, Dental, and Funeral, within the United States, in the following states:
Alabama
Arizona
Florida
Georgia
Illinois
Indiana
Kansas
Louisiana
Michigan
Mississippi
Missouri
Nebraska
New Jersey
Ohio
Oklahoma
Tennessee
Texas
Utah
Wisconsin
Universidad Rafael Belloso Chacin
Licenciado En Administracion Mencion Mercadeo
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Supervised team of [Number] staff members.
- Documented and resolved [Issue] which led to [Results].
Work Preference
Work Type
Full TimeWork Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Interests
MUSIC
RELIGION
SPORTS
SOCCER
COMPUTERS
TECNOLOGY
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