Alinna Homesombath
Bradenton,FL
Summary
Results-driven financial services professional with 6+ years in client servicing and financial product support. Expertise in guiding client financial decisions, maintaining precise account records, and optimizing administrative workflows. Licensed Florida 2-15 Health, Life, and Annuities agent targeting a role in wealth management operations and financial planning support within an RIA environment.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Services Specialist
AAA Life Insurance
Sarasota, FL
03.2024 - 07.2025
- Managed end-to-end processing of insurance applications, ensuring accurate and compliant submissions for timely approvals
- Partner with internal sales agents and underwriting teams to ensure smooth case progression
- Maintained and updated CRM client records, tracking transactions and policy changes to enhance service delivery
- Provided ongoing client support by responding to inquiries and resolving account issues to improve client satisfaction
- Recognized as a top performer for accuracy, productivity, and consistency in meeting production targets
Business Specialist
Emerge180
Tampa, FL
11.2022 - 12.2023
- Prepared case packets and supporting financial/legal documentation for internal teams to facilitate informed decision-making
- Coordinated client communications to align timelines and ensure timely completion of deliverables
- Supported workflow management by tracking deadlines, updates, and case progression
- Organized client files and case documentation within CRM systems to enhance accessibility and tracking
Sales Associate
Mathis Brothers Furniture
Oklahoma City, OK
02.2022 - 10.2022
- Managed full-cycle transactions, ensuring accurate documentation, efficient order processing, and timely follow-up communication to improve customer experience
- Delivered consultative client support by identifying needs and presenting tailored solutions that enhanced client satisfaction
- Maintained precise client records and upheld post-sale service quality, contributing to overall client satisfaction
Furnishing Sales Host
Bob Mills Furniture
Oklahoma City, OK
09.2020 - 01.2022
- Maintained detailed CRM records of client interactions and transaction history to support informed decision-making
- Facilitated timely communication to ensure accurate fulfillment of client expectations
- Coordinated customer orders and delivery schedules, ensuring accurate service updates with internal departments
Sales Associate
Michael Kors
Oklahoma City, OK
03.2019 - 08.2020
- Cultivated repeat client relationships through personalized service and tailored product recommendations
- Tracked client preferences to enhance retention and facilitate follow-up sales
- Ensured transaction accuracy and supported store reporting processes
Fine Dining Assistant Manager
Oglebay Resort & Conference Center
Wheeling, WV
11.2017 - 04.2018
- Coordinated staff scheduling and service operations to enhance guest experience
- Maintained operational records to support efficient daily execution in high-volume service environment
- Assisted guests with menu selections and dining preferences.
- Delivered food and beverages to tables in a timely manner.
- Prepared dining areas for service, ensuring cleanliness and organization.
Education
Finance - Completed coursework toward Finance degree
Bloomsburg University of Pennsylvania
Bloomsburg, PASkills
- Client account management
- Financial documentation and processing
- CRM systems and data accuracy
- Financial product support
- Client communication and follow-up
- Administrative support
- Detail-oriented workflow management
- Scheduling and reporting coordination
- Financial analysis
Certification
Florida 2-15 Health, Life, and Annuities License
Timeline
Financial Services Specialist
AAA Life Insurance
03.2024 - 07.2025
Business Specialist
Emerge180
11.2022 - 12.2023
Sales Associate
Mathis Brothers Furniture
02.2022 - 10.2022
Furnishing Sales Host
Bob Mills Furniture
09.2020 - 01.2022
Sales Associate
Michael Kors
03.2019 - 08.2020
Fine Dining Assistant Manager
Oglebay Resort & Conference Center
11.2017 - 04.2018
Finance - Completed coursework toward Finance degree
Bloomsburg University of Pennsylvania