Carla Alfonsina Lopez

Bilingual, general lines insurance agent. (Spanish/English)

Field-underwriting, claim assistance, discovering gaps, and providing solutions, with excellent customer service, for personal and commercial lines.

Currently working in a high volume, high speed agency, in Sarasota, FL

Responsible, for over 500 accounts, and responsible to increase the current book of business. Answering phone calls, emails and text message, for new business, and current insureds. Clear and professional communication, with the main objective, providing insurance protection to the insured.

• Boosted sales numbers with proactive account servicing and diligent relationship-building.

Bilingual, general lines insurance agent. (Spanish/English)Field-underwriting, claim assistance, discovering gaps, and providing solutions, with excellent customer service.

• Boosted sales numbers with proactive account servicing and diligent relationship-building.

Bilingual, commercial lines insurance agent. (Spanish/English)Field-underwriting, claim assistance, discovering gaps, and providing solutions, with excellent customer service.
Networking for new business, underwriting new business, and renewals. Prompt follow up, field underwriting, updating annual renewals on business increase/decrease and production.

• Boosted sales numbers with proactive account servicing and diligent relationship-building.

Bilingual, general lines insurance agent. (Spanish/English)Field-underwriting, claim assistance, discovering gaps, and providing solutions, with excellent customer service.
Working in a high volume, high speed agency, responsible, for over 500 accounts, and responsible to increase the current book of business. Answering phone calls, emails,and walk-ins, for new business, and current insureds. Clear and professional communication, with the main objective, providing insurance protection to the insured.

• Boosted sales numbers with proactive account servicing and diligent relationship-building.

Focused on international Marine Insurance; providing the client with excellent customer service. Responsible for quoting new business, and processing renewals, claims, data entry, and responding to calls and emails.

In sales and customer service.

• Networking at Boat shows

Bilingual, general lines insurance agent. (Spanish/English)Field-underwriting, claim assistance, discovering gaps, and providing solutions, with excellent customer service.
High volume, high speed agency, in Miami, FL

• Boosted sales numbers with proactive account servicing and diligent relationship-building.

• Managed day-to-day business operations.
• Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
• Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
• Increased customer satisfaction by implementing efficient business processes and providing exceptional service.