Hardworking employee with customer service, multitasking and time management abilities.
I have owned an online boutique. I am also a self published author.
My life quote is "I leave people better off than where I found them"
Overview
17
17
years of professional experience
1
1
Certification
Work History
Policy Service Specialist
Insurance Supermarket
Miami, FL
09.2023 - 12.2023
Provided technical advice and assistance to policyholders regarding their insurance policies.
Researched, analyzed and interpreted complex policy language to ensure accuracy of coverage.
Maintained detailed records of all interactions with customers, ensuring a high level of customer service.
Processed requests for changes or additions to existing policies in accordance with company guidelines.
Responded to inquiries from policyholders in a timely manner, providing accurate information about their policies.
Life Insurance Agent
Insurance Supermarket
Miami, FL
07.2022 - 09.2023
Communicated with clients to understand needs and identify best policies for each case.
Contacted prospective customers to present information and explain available services.
Offered policy guidance and management to promote asset protection.
Upsold products to policyholders and potential new clients.
Created coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
Explained coverage options to potential policyholders, answering questions or concerns.
Met with division leaders and consultants to discuss strategies to increase sales.
Counseled prospects and policyholders on coverage, limits and regulations.
Life Insurance Sales Agent
American National Insurance Co tx
Waco, TX
12.2019 - 06.2022
Same as previous listed
Health Insurance Sales CSRII
TTEC (Kaiser Permanente)
Temple, TX
06.2018 - 12.2019
Tenured Agent
Follow CMS guidelines
Maintain high quality and compliance scores
Consistently met or exceeded company sales goals for new policies.
Provided leadership and training for new agents regarding industry best practices and company policies. for new agents on the sales process and relationship building while maintaining current accounts and sales numbers.
Presented and clearly explained Medicare Advantage plan options based on prospect's needs.
Promoted agency products to customers in via telephone.
Professionalism with every call.
CMS Team Member
Life Insurance Agent
AMERICAN NATIONAL INSURANCE CO.
Waco, TX
08.2017 - 05.2018
Created documents comparing all offered products and prices to improve agents with the ability to quickly prepare quotes.
Upsold new products to policyholders to suit individual needs.
Communicated with clients to understand needs and identify best policies for each case.
Pursued continued professional development through insurance workshops, course and webinars.
Processed applications, payments, corrections, and cancellations.
Submitted up-to-date activity and production logs to agency management for review.
Promoted client retention through high-quality service and follow through.
Called lapsed customers each week to inquire about continuing needs.
Server | Ihop
Ihop
Harker heights, TX
11.2014 - 10.2017
Monitor food distribution, ensuring that meals are delivered to the correct recipients and that guidelines, such as those for special diets, are followed.
Place food servings on plates or trays according to orders or instructions.
Take food orders and relay orders to kitchens or serving counters so they can be filled.
Prepare food items, such as sandwiches, salads, soups, or beverages.
Total checks, present them to customers, and accept payment for services.
Csr | Blackboard
Killeen, TX
05.2014 - 09.2014
Solve problems with financial aid, grants, loans and scholarships.
2nd Assistant Manager
Arbys Restaurant
Temple, TX
11.2006 - 05.2010
Schedule staff hours and assign duties.
Count money and make bank deposits.
Use computers for various applications, such as database management or word processing.
Perform payroll functions, such as maintaining timekeeping information and processing and submitting payroll.
Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material.
Investigate and resolve complaints regarding food quality, service, or accommodations.
Maintain food and equipment inventories, and keep inventory records.
Education
Some College (No Degree) -
Temple College
Temple, TX
Skills
Active Listening
Critical thinking
Computer navigation
Filing forms
Client account management
Policy adjustment knowledge
Insurance sales strategy
Analyzing data
Organized
Develop and maintain positive client relationships