Ailemy Santiago-Rodriguez
Miami
Summary
Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering several-year background generating new business by selling various insurance plans. Knowledgeable insurance representative promoting several years' expertise successfully working for organizations. Courteous and cordial with a desire to take on challenges at a new company.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Insurance Agent
Cosmopolitan Insurance
Miami
01.2007 - Current
- Assisted clients in selecting appropriate insurance policies for their needs.
- Conducted thorough policy reviews to ensure compliance with industry regulations.
- Managed client interactions and maintained accurate records in the system.
- Educated clients on policy terms, benefits, and claims processes effectively.
- Resolved client inquiries and issues promptly through effective communication skills.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Responded to customer inquiries and problems to promote great service.
- Developed relationships with new clients through cold calling and referrals from existing customers.
Education
High School Diploma -
Capitan Eduardo Garcia
Cuba07-1999
Some College (No Degree) -
Palm Beach State College
Lake Worth, FLSkills
- Document preparation
- Claim processing
- Contract negotiation
- Problem solving
- Effective communication
- Adaptability
- Professionalism and ethics
- New client acquisition
- Licensed insurance agent
- Property insurance
- Policy writing
- Quotes and sales
- Client retention
Certification
- 220 Insurance Agent General Lines (Property and Casualty)
Languages
English
Professional
Spanish
Full Professional
Timeline
Insurance Agent
Cosmopolitan Insurance
01.2007 - Current
High School Diploma -
Capitan Eduardo Garcia
Some College (No Degree) -
Palm Beach State College
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