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, MA05.2011
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
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