Barbara Leon
Punta Gorda,FL
Summary
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.
Overview
16
16
years of professional experience
Work History
Insurance Consultant
Progressive
Punta Gorda, FL
02.2024 - Current
- Identified areas of cost reduction through improved policy provisions or elimination of unnecessary coverages.
- Maintained up-to-date knowledge of all relevant legislation governing the insurance industry.
- Advised clients on the latest trends and developments in the insurance marketplace.
- Provided ongoing customer service support, responding to inquiries in a timely manner.
- Educated clients on industry standards, regulations and best practices related to insurance coverage.
Sales Associate
Express LLC
Naples, FL
08.2015 - 05.2024
- Organized stockroom shelves according to size, color or style.
- Attended weekly team meetings to review performance goals and objectives.
- Maintained cleanliness of store environment including floors, windows, displays.
- Greeted customers and provided exceptional customer service.
- Upsold additional items based on customer interests and needs.
Sales Agent Representative
U-Haul International
Punta Gorda, FL
02.2021 - 04.2023
- Identified opportunities for cross-selling additional products and services.
- Developed relationships with customers by providing excellent customer service.
- Coached new employees on best practices for closing deals quickly and efficiently.
- Ensured compliance with company policies and procedures at all times.
- Consistently exceeded monthly sales targets by utilizing effective sales strategies.
Activities Coordinator
Marriott Villas at Doral
Doral, FL
08.2008 - 10.2009
- Maintained accurate records of participant attendance and progress reports.
- Assisted in the planning of special events such as holiday celebrations and fundraisers.
- Managed budgets for program-related expenses including supplies and equipment purchases.
- Organized recreational activities to promote social interaction among participants.
Education
Casualty And Property License
AD Banker
Florida02-2024
Some College (No Degree) - Hospitality Administration And Management
Florida International University
Miami, FLSkills
- Policyholder Communication
- Networking and relationship building
- Claims Handling
- Policy analysis
- Financial Due Diligence
- Consumer Segmentation
- Insurance Practices
Timeline
Insurance Consultant
Progressive
02.2024 - Current
Sales Agent Representative
U-Haul International
02.2021 - 04.2023
Sales Associate
Express LLC
08.2015 - 05.2024
Activities Coordinator
Marriott Villas at Doral
08.2008 - 10.2009
Casualty And Property License
AD Banker
Some College (No Degree) - Hospitality Administration And Management
Florida International University
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