Summary
Overview
Work History
Education
Skills
Timeline
Generic

Annerys Pena

Hialeah,FL

Summary

Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering several-year background generating new business by selling various insurance plans.

Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.

Results-driven Insurance Agent recognized for productivity and efficiency in task completion. Specialize in risk assessment, policy customization, and client relationship management. Excel in communication, problem-solving, and adaptability, ensuring seamless service delivery and client satisfaction.

Knowledgeable insurance representative promoting several years' expertise successfully working for organizations. Courteous and cordial with a desire to take on challenges at a new company.

Focused and dedicated insurance professional with several years of experience providing superior customer service and rates for policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.

Overview

5
5
years of professional experience

Work History

Insurance Agent/ Homeowners Dept Lead

Florida One Insurance Agency
Miami Lakes , Florida
06.2022 - Current
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
  • Negotiated contracts between insurers and insured parties in order to obtain favorable terms for both sides.
  • Greatly improved office operations by reducing backtracking of work through creation of material movement process.
  • Scheduled meetings with prospective clients to discuss available products and services.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Responded to customer inquiries and problems to promote great service.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Strengthened traceability by developing organization systems for keeping records, reports, and agendas.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Responded quickly and accurately to inquiries from clients regarding their coverage plans.
  • Interviewed prospective clients to obtain data about financial resources and needs.

Costumer Service Lead

Walgreens
Hialeah , Florida
07.2020 - 06.2022
  • Monitored customer service performance metrics to identify areas for improvement.
  • Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
  • Assisted customers with price checks, lifting heavy items and addressing other inquiries.
  • Managed key account service, providing exceptional support to foster loyalty and retention.
  • Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
  • Conferred with customers by telephone or in person to provide information about products or services and take orders.
  • Collaborated with sales team members to stay current on inventory levels and resolve item issues.
  • Volunteered to handle complaints and issues for manager during busy time periods.
  • Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.

Education

High School Diploma -

Hialeah Senior High School
Hialeah , Florida
06-2022

Skills

  • Client assessment
  • Customer follow-up
  • Property insurance
  • Lead development
  • Licensed insurance agent
  • CRM software
  • Marketing strategies
  • Quotes and sales
  • Insurance sales strategy
  • Financial analysis software
  • Customer service
  • Insurance product promotion
  • Client retention
  • Marketing management
  • Professionalism and ethics
  • Business planning
  • New client acquisition
  • Prospective client identification
  • Client needs analysis
  • Policy writing
  • Upselling
  • Policy renewals
  • Insurance program management
  • Email marketing
  • Leads prospecting

Timeline

Insurance Agent/ Homeowners Dept Lead

Florida One Insurance Agency
06.2022 - Current

Costumer Service Lead

Walgreens
07.2020 - 06.2022

High School Diploma -

Hialeah Senior High School
Annerys Pena