Alessandra Valdes
Kissimmee,FL
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives. Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise. Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Insurance Agent
Single Source Insurance
05.2023 - 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.
- 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.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- 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.
Insurance Agent
Allstate Insurance Co
10.2021 - 05.2023
- Conducted annual reviews of existing policies to update information.
- Collected premiums on or before effective date of coverage.
- Finalized sales and collected necessary deposits.
- Calculated premiums and established payment methods for sales.
- Monitored customer feedback and identified areas of improvement.
- Met with customers to provide information about available products and policies.
- Conducted comprehensive market research to stay ahead of industry trends, ensuring clients received most up-to-date policy advice.
Insurance Agent
State Farm
09.2020 - 09.2021
- Developed strong relationships with clients, fostering trust and loyalty while promoting long-term business growth.
- Provided exceptional service through timely follow-ups with clients, keeping them informed throughout the claims process.
- Educated clients on available auto insurance products, empowering them to make informed decisions regarding their coverage options.
- Facilitated smooth policy renewals by proactively identifying and addressing potential issues before they escalated, ensuring client satisfaction.
- Participated in ongoing professional development opportunities, staying current on relevant industry certifications and licenses required for continued success as an Auto Insurance Agent.
Team Member
Chick-fil-A
05.2019 - 08.2020
- Kept work areas clean, organized, and safe to promote efficiency and team safety.
- Learned all required tasks quickly to maximize performance.
- Worked scheduled shifts and remained available to work during coworker absences, holidays, and busy periods.
- Contributed to team success by completing jobs quickly and accurately.
- Developed strong cooperative relationships with coworkers and managers.
- Maintained productive, efficient approach to all tasks.
Team Member
McDonald's
04.2018 - 04.2019
- Addressed and resolved customer complaints in polite and professional manner.
- Contributed to a positive work environment by consistently demonstrating professionalism, adaptability, and strong interpersonal skills.
- Increased customer satisfaction with prompt and accurate responses to inquiries, addressing concerns, and resolving issues.
- Assisted with inventory counts and stocking of merchandise.
- Contributed to team success by completing jobs quickly and accurately.
Education
High School Diploma -
Seminole High School
Largo05.2020
Skills
Customer Service
Licensed Insurance Agent
Professionalism and Ethics
Quotes and sales
Customer follow-up
Client Relations
Auto insurance
Policy Knowledge
Client needs analysis
Client Retention
Account Management
New Client Acquisition
Policy writing
Policy Renewals
Client Account Management
Property insurance
Email Marketing
Marketing Strategies
Property and Casualty Insurance
Insurance Policy Sales
Insurance Eligibility
Languages
Spanish
Native or Bilingual
Certification
- Licensed 440 Insurance Agent
Timeline
Insurance Agent
Single Source Insurance
05.2023 - Current
Insurance Agent
Allstate Insurance Co
10.2021 - 05.2023
Insurance Agent
State Farm
09.2020 - 09.2021
Team Member
Chick-fil-A
05.2019 - 08.2020
Team Member
McDonald's
04.2018 - 04.2019
High School Diploma -
Seminole High School
- Licensed 440 Insurance Agent
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