Arlysse Ruiz
Carson City,NV
Summary
Dynamic professional with a proven track record in policy writing and client relations, honed through experience as an Insurance Broker at A-1 Benefits. Skilled in crafting tailored insurance solutions and enhancing customer satisfaction, leading to a significant client retention rate. Expert in utilizing CRM software to streamline operations and foster strong client relationships.
Overview
7
7
years of professional experience
Work History
Notary Public
Self-employeed
Carson City, Nevada
02.2024 - Current
- Verified customer signatures and identification documents.
- Prepared and notarized legal documents such as deeds, mortgages, contracts, affidavits, and powers of attorney.
- Attested to the authenticity of signatures on official documents.
- Ensured that all signers understood the contents of documents they were signing.
- Maintained records of all notarial acts performed.
- Provided a secure environment for document signings.
- Followed state laws regarding proper completion of notarial acts.
- Conducted research to verify facts associated with notarizations.
- Scheduled appointments with customers in need of Notary services.
- Checked customer ID documents for completeness and accuracy prior to notarizing them.
- Authenticated copies of original documents when necessary.
- Recorded data from each transaction in a logbook or journal.
- Informed customers about fees charged for Notary services.
- Asked signers about validity of information contained in documents.
Insurance Broker
A-1 Benefits
Carson City, Nevada
08.2017 - 10.2024
- Developed insurance policies and programs to meet customer needs.
- Conducted market research to identify competitive rates for clients.
- Assessed client risk profiles and recommended appropriate coverage plans.
- Negotiated with underwriters to secure favorable terms on behalf of clients.
- Provided advice to customers on insurance-related matters.
- Built relationships with external parties, such as carriers, vendors, and regulators.
- Analyzed financial data related to insurance products to ensure accuracy of information.
- Prepared detailed reports summarizing customer requirements and recommendations.
- Resolved customer inquiries regarding policy changes or coverage issues.
- Utilized industry software tools such as rating engines and quoting systems.
- Monitored the performance of existing accounts, including renewals and cancellations.
- Maintained up-to-date knowledge of industry trends and regulations.
- Reviewed policy documents for accuracy prior to issuing them to clients.
- Ensured compliance with all applicable laws and regulations.
- Served as a point of contact for customers throughout the life cycle of their policies.
- Participated in training sessions aimed at improving product knowledge.
- Identified opportunities for cross-selling additional products or services.
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Researched coverage and premium options and supplied clients with best coverage available for individual needs.
- Interviewed prospective clients to learn about financial needs and discuss existing coverage.
- Made appointments with potential clients to discuss products.
- Provided information and answered questions via personal meetings, telephone calls, and email.
- Called or emailed lapsed clients to inquire about continuing needs.
- Managed many policy renewals each year.
Education
High School Diploma -
Chino High School
Chino, CA03-1997
Skills
- Policy writing
- Policy Knowledge
- Licensed Insurance Agent
- Client Relations
- Customer Service
- CRM Software
- Policy Renewals
- Client assessment
- Account Management
- Customer follow-up
- New Client Acquisition
- Operations Management
- Client Retention
- Policy adjustment knowledge
- Property insurance
- Auto insurance
- Quotes and sales
Languages
Spanish
Limited
Timeline
Notary Public
Self-employeed
02.2024 - Current
Insurance Broker
A-1 Benefits
08.2017 - 10.2024
High School Diploma -
Chino High School