Ana Maria Martins
Mineola,NY
Summary
Dynamic Licensed Insurance Agent with a proven track record at Sean McCarthy State Farm Agency, excelling in customer service and policy management. Skilled in data entry and employee training, I effectively educated clients on coverage options, enhancing client retention and satisfaction. Passionate about delivering tailored solutions to meet diverse insurance needs.
Overview
18
18
years of professional experience
Work History
Licensed Insurance Agent
Sean McCarthy State Farm Agency
Garden City, New York
09.2023 - Current
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Responded promptly to customer inquiries via phone calls or emails in a professional manner.
- Maintained accurate records of client information including contact details and policy changes.
- Developed presentations using Microsoft Office tools such as PowerPoint or Excel.
- Ensured compliance with company policies and procedures related to office operations.
- Maintained detailed records of all contacts with clients, including date, time, type of contact, and follow-up activities.
Licensed Insurance Agent
Sean Kelly Allstate Agency
Mineola, New York
01.2013 - 08.2023
- Contacted underwriters and submitted forms to obtain binder coverage.
- Utilized various software programs such as Excel, Word, Access and QuickBooks when completing tasks.
- Provided friendly and courteous customer service.
- Trained new customer service representatives on product knowledge and customer service techniques.
- Processed insurance claims electronically and manually.
- Educated customers on the importance of maintaining adequate insurance coverage.
Relationship Banker
Capital One
Mineola, New York
01.2007 - 09.2011
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Analyzed financial data to determine the creditworthiness of potential borrowers.
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Processed customer requests for withdrawals or transfers from existing accounts.
- Reviewed loan applications for accuracy and completeness before submitting them for processing.
- Built long-term relationships with customers by providing personalized service and support.
- Saved formatted documents in various file formats including PDF, Word, Excel.
Education
BBA - BUSINESS ADMINISTRATION
LONG ISLAND UNIVERSITY CW POST
Greenvale, NY05.2008
Skills
- Customer service
- Policy writing
- Data entry
- Microsoft Excel
- Customer education
- Employee training
- Product knowledge
- Effective communication
- Policy management
- Client retention
Timeline
Licensed Insurance Agent
Sean McCarthy State Farm Agency
09.2023 - Current
Licensed Insurance Agent
Sean Kelly Allstate Agency
01.2013 - 08.2023
Relationship Banker
Capital One
01.2007 - 09.2011
BBA - BUSINESS ADMINISTRATION
LONG ISLAND UNIVERSITY CW POST
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