Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Alba Mejia

Port Richey,FL

Summary

Experienced with comprehensive client assessments, ensuring personalized care plans are in place. Utilizes strong communication and coordination skills to effectively manage client services. Track record of fostering positive client relationships and achieving measurable improvements in client well-being.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Insurance Agent

Independent Brokers
10.2023 - Current
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.
  • Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
  • Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
  • Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
  • Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurance related.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
  • Increased market share by identifying and targeting underserved demographics with tailored insurance products.
  • Improved client retention rates with exceptional service and timely follow-up on policy inquiries and adjustments.
  • Organized community outreach programs to raise awareness about importance of insurance, generating new leads.
  • Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
  • Met with customers to provide information about available products and policies.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Generated leads through cold-calling, networking and other outreach methods.

Oureach

American Care Medical Center
10.2019 - 02.2023
  • Direct client communication and complete the eligibility and intake process for each client.
  • Conduct home and community visits with clients to provide ongoing support and assistance with their registration at the Clinic.
  • Ensure strong patient retention through events and excellent customer service.


  • Achieve the estimated client goal per month.
  • Record complete client background information, clinical history, and updates using online software.
  • Prepare reports as requested by the Coordinator.
  • Assist clients in identifying and obtaining available benefits, as well as social and community resources.
  • Serve as a liaison between patient services, medical/psychological health professionals, and other contacts to assist clients.
  • Provide reports and status reports for all patients in their portfolio.
  • Participate in workshops, seminars, educational programs, and other activities that promote professional growth and development.
  • Demonstrate exceptional customer service in everything they do, prioritizing customer service.
  • Self-motivated, with a strong sense of personal responsibility.
  • Work effectively in dynamic environments.
    Able to work independently and
  • collaboratively in a team setting.
    Demonstrated ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team, providing support and guidance.
  • Demonstrated respect, kindness, and a willingness to assist whenever needed.
  • Collaborated with daily operations, working efficiently and productively with all team members.
  • Organized and detail-oriented, with a strong work ethic.
  • Payed attention to detail when completing tasks.
  • Used critical thinking to analyze problems, evaluate solutions, and make decisions.
  • Strengthened my communication skills through regular interactions with others.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Quickly learned and adapted to new technologies and software applications.
  • Demonstrated success working under tight deadlines and in a dynamic environment.
  • I developed and maintained courteous and effective working relationships.
  • I conducted customer outreach activities and completed the eligibility and event management process.
  • I ensured strong patient retention and excellent customer service.


Associate

Hit Promotional Products Inc.
12.2016 - 06.2018
  • Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
  • Developed and implemented strategies to increase customer satisfaction and engagement.
  • Streamlined inventory management processes, reducing waste and ensuring optimal stock levels were maintained.
  • Established strong relationships with key stakeholders, facilitating effective communication across departments and teams.
  • Enhanced team productivity by streamlining communication and implementing efficient project management tools.

Education

No Degree -

Essex County College
Newark, NJ
06-2016

Bachelor of Business Administration -

Ceipa University
Colombia, Antioquia
06-2001

Skills

  • Customer service
  • Licensed insurance agent
  • Professionalism and ethics
  • Quotes and sales
  • Customer follow-up
  • Client relations
  • Client retention
  • Insurance policy sales
  • Insurance eligibility
  • Customer referrals
  • Customer account review

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Certification

  • Insurance Agent

Languages

English
Professional Working
Spanish
Full Professional

Timeline

Insurance Agent

Independent Brokers
10.2023 - Current

Oureach

American Care Medical Center
10.2019 - 02.2023

Associate

Hit Promotional Products Inc.
12.2016 - 06.2018

No Degree -

Essex County College

Bachelor of Business Administration -

Ceipa University

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