CLARITZA RENDON
Lake Worth
Summary
Dynamic Insurance Agent with PCA INSURANCE SERVICES LLC, skilled in premium calculation and customer relationship management. Successfully developed tailored insurance plans, enhancing client satisfaction and retention. Adept at simplifying complex insurance concepts, I consistently resolved customer inquiries and complaints, fostering trust and loyalty in a competitive market. Skilled insurance agent with focus on customer service and policy management. Experience includes building client relationships, advising on coverage options, and maintaining up-to-date knowledge of industry changes. Strong problem-solving skills combined with ability to negotiate successfully have consistently contributed to team success. Noted for bringing creative solutions to complex situations in past roles.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Insurance Agent
PCA INSURANCE SERVICES LLC
WEST PALM BEACH
02.2022 - Current
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Processed payments received from clients promptly according to established procedures.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Advised customers on the best ways to minimize risks associated with their assets.
- Provided customers with information regarding plan features, pricing, and availability.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Identified needs of customers promptly and efficiently.
- Worked effectively in team environments to make the workplace more productive.
Education
High School Diploma -
GOLIATH ACADEMY
GREENACRES, FL05-2021
Skills
- Document preparation
- Premium calculation
- Customer relationship management
- Policy writing
- Regulatory compliance
- Risk assessment
- Continuing education
- Payment processing
- Time management
- Customer service
- Effective communication
- Auto insurance
- Quotes and sales
- Policy renewals
Certification
- 4-40 CSR License
- Insurance Continuing Education
Languages
Spanish
Native/ Bilingual
English
Full Professional
Timeline
Insurance Agent
PCA INSURANCE SERVICES LLC
02.2022 - Current
High School Diploma -
GOLIATH ACADEMY
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