Summary
Overview
Work History
Education
Skills
Timeline
Generic

Alvaro Pontes

Allston,MA

Summary

Adept at building relationships and leveraging financial analysis software, I excel in tailoring insurance solutions for diverse clients at Today’s Insurance/Gomes Travel. My background in outreach and coaching has honed my client assessment and motivational skills, driving significant client satisfaction and retention.

Overview

8
8
years of professional experience

Work History

Insurance Agent

Today’s Insurance/Gomes Travel
Cambridge, USA
12.2020 - Current
  • Build relationship and communicate effectively with Portuguese, Cape Verdean, Spanish speaking clients
  • Advised current and potential clients on home and auto insurance options that meet individual insurance needs and financial goals
  • Apply organization and time management skills when coordinating and responding to inbound telephone and email inquiries
  • Maintain and update accurate account of client information and enrolled policies in database

Outreach Worker

Bridge Over Troubled Waters
Boston, USA
02.2018 - 02.2019
  • Build and maintain supportive relationships with homeless youth from diverse background in the Boston area through regular interactions, both on the street and on a mobile medical van
  • Provide a safe and positive environment for clients on a mobile medical van
  • Use the time on the van to build rapport and trust with clients to be better able to assess individual needs of clients and advocate on their behalf
  • Collaborate with a team of clinicians to develop both short-term and long-term plans for clients

Youth Soccer Coach

Boston Kickers
Boston, USA
08.2017 - 02.2018
  • Develop and conduct age-appropriate drills to keep students interested and excited, while teaching them the fundamentals of soccer and teamwork
  • Engage with children individually to ensure they remain respectful and determined at practice
  • Motivate and encourage participants from diverse backgrounds to do their best

Education

Associate of Arts - Psychology

Bunker Hill Community College
Boston, MA
05.2011

Skills

  • Client assessment
  • Customer follow-up
  • Financial analysis software
  • Auto insurance
  • Insurance sales strategy
  • Life insurance

Timeline

Insurance Agent

Today’s Insurance/Gomes Travel
12.2020 - Current

Outreach Worker

Bridge Over Troubled Waters
02.2018 - 02.2019

Youth Soccer Coach

Boston Kickers
08.2017 - 02.2018

Associate of Arts - Psychology

Bunker Hill Community College
Alvaro Pontes