Caridad Pérez Feliu
Cape Coral
Summary
Dynamic insurance professional with a proven track record at Florida Bankers Insurance, excelling in cross-selling and enhancing client relationships. Proficient in Microsoft programs and QQ Catalyst, I leverage strong analytical skills and customer service expertise to drive revenue growth and ensure client satisfaction. Committed to delivering tailored solutions that meet diverse needs.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Homeowners Insurance Representative
Florida Bankers Insurance
04.2017 - 04.2025
- Cross-sold insurance products ( Personal lines, Auto, and Commercial)to new and existing clients to reach sales targets.
- Analyzed new or renewal policies against the binder and the expired policy.
- Executed strategies to enhance cross-selling opportunities, driving revenue growth among existing customers.
- Performed policy renewal and managed record retention effectively.
- Handled phone and email inquiries from insurance companies, identifying and preparing premium finance quotes agreements and sending renewal quotes to clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Streamlined the underwriting process for faster application approvals, resulting in increased sales.
- Managed high-stress situations with professionalism while resolving conflicts effectively.
- Resolved customer complaints empathetically, enhancing loyalty and driving repeat business.
Customer Service Representative
Allstate, Conrado Yero Agency
03.2014 - 04.2017
- Handled escalated calls efficiently, achieving satisfactory outcomes for customers and the company.
- Responded to inquiries regarding products, services, and company information promptly.
- Maintained detailed records of customer interactions, ensuring thorough follow-up and issue resolution.
- Processed cash, checks, credit card payments, and updated consumer insurance information accurately.
- Executed outbound calls and scheduled appointments for prospective clients successfully.
- Provided price quotes to prospective customers, facilitating informed decision-making.
Assistant Secretary
Sedanos Supermarket
02.2009 - 08.2013
- Greeted visitors and customers, delivering professional and knowledgeable assistance.
- Managed sensitive information with discretion, ensuring confidentiality of company documents.
- Prioritized tasks and coordinated resources to ensure timely project completion.
- Recorded files and payments accurately for office use.
- Updated accounting records, including expenditures, receipts, and invoices.
- Executed daily banking procedures, including cash ordering and deposit preparation.
- Processed cash register transactions, handling product costs, checks, and gift certificates.
Commercial Specialist
Esatel
07.1997 - 06.2008
- Represented company at fairs, sales events and cultivated business contacts to increase expansion opportunities.
- Developed comprehensive marketing campaigns for promoting new products or services, generating significant interest and boosting sales figures.
- Achieved higher client satisfaction by providing tailored commercial solutions for their business needs.
- Provided exceptional customer service by addressing issues promptly and ensuring complete satisfaction throughout all transactions.
- Assisted in developing annual budgets, ensuring accurate forecasting of expenses and revenue projections for informed decision-making processes.
- Researched and reported on business opportunities to increase market share.
Education
Associate of Arts - Economics
Universidad De Oriente
Santiago De Cuba, CubaBachelor of Arts - Economics
Universidad De Oriente
Santiago De Cuba, CubaNo Degree - Bookkeeping Professional Certificate
Miami Dade College
Miami, FLSkills
- Microsoft programs
- QuickBooks
- QQ Catalyst
- Expertise Exact Booking
- Ezlynx Agency Management System
Certification
- Licensed 0220 General Lines Property and Casualty
- Public Notary
Languages
Spanish
Native or Bilingual
English
Professional Working
Timeline
Homeowners Insurance Representative
Florida Bankers Insurance
04.2017 - 04.2025
Customer Service Representative
Allstate, Conrado Yero Agency
03.2014 - 04.2017
Assistant Secretary
Sedanos Supermarket
02.2009 - 08.2013
Commercial Specialist
Esatel
07.1997 - 06.2008
Associate of Arts - Economics
Universidad De Oriente
Bachelor of Arts - Economics
Universidad De Oriente
No Degree - Bookkeeping Professional Certificate
Miami Dade College
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