Alexis Rolon
Pcs Insurance Group
TAMPA,FL
16
years of professional experience
Dynamic insurance professional with a proven track record at Pcs Insurance Group, excelling in client relations and policy knowledge. Skilled in upselling and account management, I consistently enhance customer satisfaction and expand client bases through tailored solutions and active listening. Committed to maintaining high ethical standards and operational excellence.
Work History
Insurance Agent
2 Years 10 Months- Assessed client insurance needs and recommended appropriate coverage options.
- Processed policy applications, renewals, and updates with accuracy.
- Explained policy terms, exclusions, and benefits in clear language.
- Built client relationships through responsive service and follow-up support.
- Coordinated with underwriters to resolve policy questions and documentation issues.
- Maintained organized records for quotes, claims, and policy changes.
- Identified coverage gaps and suggested solutions aligned with client priorities.
- Supported compliance with insurance guidelines, licensing requirements, and company procedures.
- Maintained high level of industry knowledge through continuous professional development, ensuring advice was always accurate and relevant.
Insurance Agent
4 Years 4 Months- 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.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Property Manager
9 Years 1 Month- Oversaw tenant relations, resolving concerns promptly and maintaining strong resident satisfaction.
- Coordinated maintenance requests, prioritized repairs, and followed through on vendor completion.
- Managed lease renewals, new move-ins, and vacancy turnover documentation accurately.
- Collected rent, tracked delinquencies, and enforced payment policies consistently.
- Negotiated vendor services, controlled operating costs, and supported budget planning.
- Managed multiple properties simultaneously, coordinating efficient allocation of resources and streamlining communication channels to maintain high levels of operational excellence.
- Monitored progress of construction and maintenance projects and notified appropriate individuals of project updates, delays, and schedule changes.
- Fostered a sense of community among residents through well-planned social events and activities that encouraged interaction amongst neighbors.
Education
High School Diploma
Skills
Customer service
Licensed insurance agent
Professionalism and ethics
Quotes and sales
Client relations
Account management
Upselling
Operations management
Referral pipeline maintenance
Relationship building
Policy Knowledge
Critical thinking
Timeline
Insurance Agent
Pcs Insurance Group
01.2024 - CurrentRead More
Insurance Agent
JAT Insurance
01.2020 - 05.2024Read More
Property Manager
Maxx Properties
12.2010 - 01.2020Read More
Braulio Alonso Highschool
High School Diploma
Read More