Experienced with client needs analysis and insurance policy customization. Utilizes risk management strategies to offer optimal coverage solutions. Knowledge of industry regulations and maintaining high standards of customer service.
Overview
36
36
years of professional experience
1
1
Certification
Work History
Warehouse Worker
Prologistix Employment Agency
03.2025 - 06.2025
Loaded, unloaded, and moved material to and from storage and production areas.
Consistently lifted materials weighing as much as 25 pounds.
Enhanced warehouse efficiency by implementing effective inventory management and organization systems.
Maximized available storage space by utilizing vertical stacking techniques when arranging inventory items.
Insurance Agent
La Universal Alianza De Seguros
07.2011 - 10.2017
Collaborated with team members to prepare documentation for client meetings.
Maintained up-to-date knowledge of insurance products and market trends.
Engaged in training sessions to improve sales techniques and customer service skills.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Insurance Agent
Multinational Insurance Company
03.1989 - 01.2010
Assisted clients in understanding policy options and coverage details.
Supported agents in processing applications and maintaining accurate records.
Learned insurance terminology and procedures to enhance customer interactions.
Provided administrative support for client communications and follow-ups.
Gained familiarity with underwriting processes and risk assessments.
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Maintained high standards of customer service by building relationships with clients.
Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
Negotiated with service providers to offer exclusive deals for clients, adding value to their policies.
Met with customers to provide information about available products and policies.
Analyzed customer needs to provide customized insurance solutions.
Analyzed risk factors to recommend appropriate coverage levels.