Seasoned insurance specialist with excellent planning and problem solving abilities. Offering several years of experience and a willingness to take on any challenge. Organized, driven and adaptable professional with successful history managing high caseloads in fast-paced environments.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Account Representative
CGB Insurance
Lutz, FL
04.2017 - Current
440 licensed general agents managing a commercial lines book of business for a variety of insureds. A large portion of the book is filled with contractors.
My duties consist of handling new business and renewals for the accounts assigned to me, and all coverages provided to that insured.
My duties include handling the full quoting for a new prospect, placing all the appropriate forms for the agent to present in the file, along with a proposal of insurance. Once bound, the account is placed under my list of insureds, where I continue to manage the account throughout the policy term.
My services are not limited; I provide general assistance, filing claims, audits, inspections, certificates, endorsements, and reviews of the account annually to determine whether coverages and limits are accurate prior to expiration and/or renewal.
Maintained accurate records of all sales activities and client communications in our agency management system.
Increased profitability and revenue by identifying customer needs and determining appropriate offerings.
Developed and maintained solid client relationships by regularly following up on clients.
Developed and maintained strong relationships with clients, vendors and colleagues.
Property Manager, Executive Asst.
Blackwater Property Management/ Federal Investments
Wesley Chapel, FL
07.2013 - 04.2017
Worked side by side with the investor to obtain properties through bankruptcy sales, managed all properties, office duties, finances, and company and personal management.
Organized regular meetings between owners and tenants to discuss any issues or concerns they may have.
Prepared detailed budgets and financial reports for properties.
Resolved tenant complaints quickly and effectively while ensuring customer satisfaction.
Handled resident complaints and expedited maintenance requests.
Met with prospective tenants to show property and assess applications or sign leases.
Education
Child Development -
St. Petersburg College
01.2017
Diploma -
Gulf High School
01.2008
Skills
Computer literacy
Customer service
Computer operation
Microsoft Excel
Writing skills
Microsoft Publisher
Accounting
Sales
Google Docs
Technical support
Communication skills
Organizational skills
Administrative experience
Microsoft Office
Property management
Underwriting
Construction
Procurement
Tax experience
Workers' compensation
Microsoft Word
Multi-line phone systems
Microsoft Outlook
Insurance sales
Office Management
Account management
Sales expertise
AMS360
Communication and negotiations
Certification
Insurance Producer License-440, Present
Floida Notary - Present
References
References available upon request.
Timeline
Account Representative
CGB Insurance
04.2017 - Current
Property Manager, Executive Asst.
Blackwater Property Management/ Federal Investments