Beatriz Morales
Naples
Summary
Dynamic Insurance Agent with a proven track record at Delhi Pantoja Insurance Agency, excelling in coverage recommendations and problem-solving. Adept at educating clients on policy options and maintaining high satisfaction levels. Committed to continuous learning and adapting to industry changes, ensuring clients receive optimal service and protection.
Overview
18
18
years of professional experience
Work History
Insurance Agent
Delhi Pantoja Insurance aGENCY
NAPLES
01.2025 - Current
- Assessed customer risk levels and recommended appropriate coverage options.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
Insurance Agent
A RELIABLE INSURANCE
Naples
01.2022 - 01.2023
- Processed payments received from clients promptly according to established procedures.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Responded to customer inquiries and problems to promote great service.
- Explained coverage options to potential policyholders, answering questions or concerns.
Insurance Agent
Insurance Solutions
Naples
01.2008 - 01.2018
- Educated customers on the importance of maintaining adequate insurance coverage.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
Education
High School Diploma -
PANCHITO GOMEZ TORO
CUBA 01-1992
Some College (No Degree) - C
Cosmetology
Sunstate Academy Of Cosmetology And Massage Skills
- Coverage recommendations
- Sales techniques
- Problem solving
- Policy explanation
- Documentation preparation
Languages
English
Professional
Spanish
Professional
Timeline
Insurance Agent
Delhi Pantoja Insurance aGENCY
01.2025 - Current
Insurance Agent
A RELIABLE INSURANCE
01.2022 - 01.2023
Insurance Agent
Insurance Solutions
01.2008 - 01.2018
High School Diploma -
PANCHITO GOMEZ TORO
Some College (No Degree) - C
Cosmetology
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