Alexa Cruz
Lake Placid,FL
Summary
I am New in the Insurance Field. I Have My CPSR from A Florida Cemtral Insurance school from Professor Diana Fink. I am Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. I enjoy the day to day complexity of different clients and helping to Identify and resolve concerns while promoting new products and Following Standard Operations.
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills.
Overview
2
2
years of professional experience
Work History
Insurance Agent
First insurance Lake Placid
Lake Placid
03.2024 - 10.2024
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Monitored market conditions to ensure that existing policies remain competitively priced.
Assistant Manager
Dollar General Distribution Center
Lake Placid, Florida
02.2023 - 03.2024
- Assisted in the development of operational strategies to ensure efficient and productive operations.
- Provided guidance and support to junior staff members on daily tasks, projects, and objectives.
- Conducted regular performance reviews for employees to identify areas of improvement.
- Coordinated with other departments to ensure smooth flow of operations.
- Developed a system for tracking inventory and ordering supplies as needed.
- Ensured compliance with safety regulations and company policies.
- Resolved conflicts between team members in an effective manner.
- Maintained up-to-date knowledge of company products and services.
- Organized training sessions for new hires to familiarize them with the workplace environment.
- Collaborated with management on developing strategic plans for achieving business goals.
- Communicated regularly with customers to gain insights into their needs.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Delegated work to staff, setting priorities and goals.
- Recruited and trained new employees to meet job requirements.
- Reviewed completed work to verify consistency, quality, and conformance.
- Mediated conflicts between employees and facilitated effective resolutions to disputes.
- Planned and delivered training sessions to improve employee effectiveness and address areas of weakness.
Education
CPSR - Insurance And Risk Management
National Foundation CPSR
Lake Placid, FloridaSkills
- Customer follow-up
- Lead Development
- Client Relations
- Customer Service
- Account Management
- Policy Renewals
- Licensed Insurance Agent
- Policy writing
- Auto insurance
- Client Account Management
- Claims reporting systems
- Life Insurance
- Policy adjustment knowledge
- Property insurance
- Deductible Expense Identification
- Quotes and sales
Timeline
Insurance Agent
First insurance Lake Placid
03.2024 - 10.2024
Assistant Manager
Dollar General Distribution Center
02.2023 - 03.2024
CPSR - Insurance And Risk Management
National Foundation CPSR