Aylem Betancourt
Miami,FL
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Successful and seasoned Job Title with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. Results-driven Job TItle accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Job Title position. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
2
2
years of professional experience
Work History
Insurance Agent
UniVista Insurance
11.2021 - Current
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Obtained underwriting approval by completing application for coverage.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Investigated and processed claims swiftly to keep customers satisfied.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Utilized CRM software to manage client relationships.
- Developed and implemented marketing strategies to boost sales and increase customer base.
- Created detailed reports for management to track performance and sales.
- Educated clients on insurance policies and procedures.
- Finalized sales and collected necessary deposits.
- Calculated premiums and established payment methods for sales.
- Met with customers to provide information about available products and policies.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Monitored customer feedback and identified areas of improvement.
Education
Bachelor Of Accountancy - Accounting And Finance
University Camaguey
Camagüey 06.2013
Timeline
Insurance Agent
UniVista Insurance
11.2021 - Current
Bachelor Of Accountancy - Accounting And Finance
University Camaguey