Bernadette Nata
Newport Richey,FL
Summary
Dedicated Customer Service, and a Florida Health and Life Insurance agent with all knowledge, in the field. Committed to maintaining professional relationships to increase profitability and drive business results. Knowledgeable and dedicated customer service professional with extensive experience in customer service, industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses. Knowledgeable and dedicated customer service professional with extensive experience in Customer service INSURANCE and sales industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
I know how to use cash registers, calculators, Microsoft Word printers, scanners and faxes.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Customer Service, Surveys
Central Marketing Inc
10.2020 - 05.2021
- Answered customer telephone calls promptly to avoid on-hold wait times..
- Entered responses into the computer database system.
- Promptly responded to inquiries and requests from prospective customers.
- Handled over 200 calls per shift signing up new customers, retrieving customer data, presenting relevant product information and cancelling services.
- Faxed filed, and turned in data from the surveys, at the end of the shift
- Surveys conducted on state political candidates, national elections and environmental issues.
Cashier
Wal-mart
02.2019 - 06.2019
- Operated cash register for cash, check and credit card transactions with excellent accuracy levels.
- Worked flexible schedule and extra shifts to meet business needs.
- Helped customers complete purchases, locate items and join reward programs.
- Restocked and organized merchandise in front lanes.
- Answered questions about store policies and addressed customer concerns.
- Collected and authorized payments of guests.
- Worked closely with shift manager to solve problems and handle customer concerns.
- Maintained secure cash drawers, promptly resolving discrepancies in daily totals.
- Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies.
- Operated cash register to record transactions accurately and efficiently.
Cashier/Customer Service
Wal-Mart Supercenter
10.2018 - 01.2019
- Resolved customer complaints and maintained clean and tidy checkout area.
- Enabled customers to feel welcomed, important and appreciated by answering questions about products sold throughout store.
- Maintained customer satisfaction with quick and professional handling of product returns.
- Handled approximately daily credit and cash transactions for customers with accuracy and speed.
- Counted money in drawers at beginning and end of each shift.
- Performed cash, card and check transactions to complete customer purchases.
Transport Scheduler
Access 2 Care
01.2016 - 11.2016
- Optimized organizational processes by effectively managing crew schedules while adhering to contractual restrictions.
- Arranged transportation for patients.
- Scheduled durable equipment usage, if needed Such as stretchers, wheelchairs and also, schedule extra person, for transport, caregiver
- Conferred with managers, sales teams and engineering personnel to revise plans and achieve demanding targets.
- Answered phone calls and answered questions from potential customers.
- Routed incoming mail and messages to relevant personnel without delay.
- Addressed client inquiries and updated database information.
Insurance Agent Whole Life
United HEalth
10.2013 - 02.2014
- Maintained high standards of customer service by building relationships with clients.
- Provided coverage option information to assist clients in protecting assets.
- Explained advantages, features and disadvantages of various policies to promote sale of plans.
- Obtained underwriting approval by completing application for coverage.
- Promoted United Health Insurance products and services using upselling and other sales strategies.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Finalized sales and collected necessary deposits.
- Calculated premiums and established payment methods for sales.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Term Life Insurance Sales Metropolitan Life
TZ Solutions
09.2011 - 02.2012
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Quoted and calculated premium rates for policies, using rate book, Metlife and calculator.
- Handled approximately [Number] 200 inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Finalized sales and collected necessary deposits.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Calculated premiums and established payment methods for sales.
Health Insurance Agent
Freedom Health
10.2008 - 11.2010
- Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
- Scanned, received and sent faxes to insurance claims, co-pay assistance information and patient documentation.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Explained features, disadvantages and advantages of policies to promote insurance sales.
- Contacted insurance companies to discuss and resolve unpaid claims and incorrectly paid claims.
- Used Freedom Health and to maintain new and existing accounts.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Collected premiums on or before effective date of coverage.
Insurance Agent Auto
Direct General
10.2008 - 11.2010
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Sold auto, life (Accidental death and dismemberment)and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Quoted and calculated premium rates for policies, using rate book, Direct software and calculator.
- Finalized sales and collected necessary deposits.
- Calculated premiums and established payment methods for sales.
- Conducted drivers license checks for violations
- Processed SR 22 and more policies
- Added lienholder changes, onto policies.
- Conducted vehicle inspections
Insurance Agent Final Expenses
Baltimore Life
05.2005 - 02.2006
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Obtained underwriting approval by completing application for coverage.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Finalized sales and collected necessary deposits.
- Calculated premiums and established payment methods for sales.
LegaL Secretary
Naples Florida Public Defender
05.2003 - 08.2004
- Organized files for court proceedings.
- Prepared legal correspondence and wrote professional letters for legal assistants and attorneys.
- Received and placed telephone calls to clients and prospective clients.
- Diligently edited legal correspondence for grammar and spelling.
- Screened telephone calls and forwarded to appropriate departments.
- Arranged for delivery of legal correspondence to clients, witnesses and court officials.
- Interviewed clients, for potential public defender, assistance
Legal Assistant
Miller & Goldman
10.2002 - 08.2003
- Handled office scheduling and made notes for deadlines, motions and other important dates.
- Filed court documents and legal pleadings with court clerk on behalf of attorneys.
- Scheduled appointments, court appearances and depositions for busy law firm.
- Worked alongside attorneys, administrative assistants and fellow legal assistants on complex cases and legal processes.
- Completed document revisions, court document filings, travel arrangements and client billing.
- Interviewed and prepared intake sheets for clients in Spanish and English.
- Collected medical reports, taxes information, before estate disbursement (Probate)
- c
Education
No Degree - Legal
PHCC College
Newport RicheyNo Degree - Paralegal
Naugatuck Valley Community College
Waterbury, CTNo Degree - Insurance
Central School of Insurance
Clearwater,FlHigh School Diploma -
Naugatuck High School
Naugatuck, CT06.1973
Skills
- Order and Refund Processing
- Customer Account Management
- Good Listening Skills
- Calm and Professional Under Pressure
- Data Entry and Maintenance
- Responding to Difficult Customers
- Upbeat and Positive Personality
- Cash handling
Additional Information
I have knowledge in the Life Insurance, Health Insurance and legal field
I also have cash registering experience and Customer Service.
Certification
- License Florida 240 License Health Insurance
- License Florida 214 Life and Variable Annuities
- Florida 440 Customer Service in Insurance
Languages
Portuguese
Full Professional
Spanish
Limited Working
Timeline
Customer Service, Surveys
Central Marketing Inc
10.2020 - 05.2021
Cashier
Wal-mart
02.2019 - 06.2019
Cashier/Customer Service
Wal-Mart Supercenter
10.2018 - 01.2019
Transport Scheduler
Access 2 Care
01.2016 - 11.2016
Insurance Agent Whole Life
United HEalth
10.2013 - 02.2014
Term Life Insurance Sales Metropolitan Life
TZ Solutions
09.2011 - 02.2012
Health Insurance Agent
Freedom Health
10.2008 - 11.2010
Insurance Agent Auto
Direct General
10.2008 - 11.2010
Insurance Agent Final Expenses
Baltimore Life
05.2005 - 02.2006
LegaL Secretary
Naples Florida Public Defender
05.2003 - 08.2004
Legal Assistant
Miller & Goldman
10.2002 - 08.2003
No Degree - Legal
PHCC College
No Degree - Paralegal
Naugatuck Valley Community College
No Degree - Insurance
Central School of Insurance
High School Diploma -
Naugatuck High School
- License Florida 240 License Health Insurance
- License Florida 214 Life and Variable Annuities
- Florida 440 Customer Service in Insurance
Similar Profiles
Kristen ShraderKristen Shrader
Survey Conductor at Central Marketing ServicesSurvey Conductor at Central Marketing Services
James E BarnesJames E Barnes
Director, Safety & Compliance at Central Marketing Transport, LLCDirector, Safety & Compliance at Central Marketing Transport, LLC
Sukanya KongnonkokSukanya Kongnonkok
Senior Brand Manager (John Henry and S'fare Brand) at Central Marketing GroupSenior Brand Manager (John Henry and S'fare Brand) at Central Marketing Group