Brigeda Francis-Fitch
Houston,Texas
Summary
An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking entry-level opportunities to enhance abilities while contributing to company growth.
Overview
8
8
years of professional experience
Work History
Benefits Consultant
Gallagher
Houston, Texas
06.2024 - Current
- Reviewed and evaluated loan applications to assess creditworthiness, risk and eligibility for approval.
- Analyzed financial information including income, assets, liabilities and credit history of applicants.
- Verified accuracy of documentation such as income statements, tax returns, bank statements and other related documents.
- Determined appropriate loan structure based on customer needs, company policy and regulatory guidelines.
- Established maximum loan amounts according to underwriting standards and communicated decisions to customers.
- Ensured timely submission of all documents needed for closing transactions.
Licensed Insurance Agent
Fitch Development
Houston, Texas
11.2016 - Current
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
- Researched complex underwriting issues and provided solutions for customers' satisfaction.
- Maintained accurate records of client information including contact details and policy changes.
- Identified opportunities for cross-selling additional policies or services to existing customers.
- Performed routine follow-up calls to assess customer satisfaction with products and services.
- Established relationships with vendors that provide services related to insurance products.
- Pursued continued professional development through insurance workshops, course and webinars.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Achieved repeat business and referrals through personalized services.
Real Estate Consultant
Nw Realty Group
Pearland, Texas
02.2019 - 10.2024
- Established key business relationships within industry by using responsiveness, efficiency and deep knowledge of real estate industry.
- Facilitated closing processes between lender, mortgage companies, buyers and sellers.
- Communicated with clients to determine property needs and budget constraints.
- Showed residential properties and explained features, value and benefits of available homes.
- Coordinated inspections of potential properties by qualified appraisers or contractors.
- Negotiated with buyers, sellers, landlords and tenants to reach favorable agreements.
- Conducted market research to determine competitive pricing for properties.
Education
BBA - Business Administration
Texas Southern University
Houston, TX12-1991
Skills
- Budget Analysis
- Client Counseling
- Vendor Relationship Management
- Advising
- Tax knowledge
- Data Analytics
- [Type] insurance knowledge
- Interactive communication skills
- Benefits Administration
- Regulatory knowledge
- Clear Communication
- Policy Interpretation
Timeline
Benefits Consultant
Gallagher
06.2024 - Current
Real Estate Consultant
Nw Realty Group
02.2019 - 10.2024
Licensed Insurance Agent
Fitch Development
11.2016 - Current
BBA - Business Administration
Texas Southern University
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