Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Creshae McCloud

Fort Lauderdale,FL

Summary

Licensed professional with comprehensive experience in client relations, policy management, and risk assessment. Consistently delivers results through effective team collaboration and adaptability to changing needs. Skilled in problem-solving, communication, and strategic planning. Known for reliability and strong focus on achieving high standards.

Overview

7
7
years of professional experience
1
1
Certification

Work History

2-20 Licensed Agent

Universal Property & Casualty Insurance Company
Fort Lauderdale, FL
05.2025 - Current
  • Developed strong relationships with clients, enhancing customer satisfaction and retention rates.
  • Managed client accounts, ensuring accurate policy documentation and compliance with regulatory standards.
  • Analyzed coverage options, providing tailored recommendations to meet diverse client needs.
  • Coordinated claims processing, collaborating with adjusters to resolve issues efficiently and effectively.
  • De-escalated and resolved customer complaints with punctual, polite and professional service.
  • Interacted with team members across departments to research and resolve customer issues and resolve discrepancies.

Sr Client Services Associate

NationsBenefits
Plantation, FL
11.2022 - 04.2023
  • Led cross-functional teams to enhance operational efficiency and improve service delivery processes.
  • Developed training programs to mentor staff, fostering skill development and professional growth.
  • Trained new team members by relaying information on company procedures and safety requirements.
  • Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
  • Analyzed performance metrics to identify areas for improvement, driving data-informed decision-making across the team.

Retention Specialist

DirecTV/AT&T
Sunrise, FL
08.2019 - 09.2022
  • Exceeded sales targets through effective customer engagement and product knowledge.
  • Developed strong relationships with clients, ensuring repeat business and customer loyalty.
  • Analyzed customer feedback to identify service gaps and recommend enhancements to management.
  • Boosted sales by consistently engaging with customers and addressing their needs effectively.

Registered Pharmacy Technician

CVS
01.2019 - 11.2020
  • Managed medication dispensing processes to ensure accuracy and compliance with pharmacy regulations.
  • Trained and mentored junior pharmacy technicians on best practices and operational procedures.
  • Optimized inventory management systems to reduce waste and improve stock availability.
  • Effectively managed high-pressure situations by prioritizing tasks focusing on time-sensitive needs.

Education

BS - Biochemistry

Broward College
Davie, FL

Skills

  • Negotiation
  • Effective Communication
  • Adaptability
  • High Attention to Detail
  • Quick Thinking
  • Customer Service
  • Risk Assessment
  • Team Management
  • Microsoft Proficiency
  • Regulatory Compliance
  • Insurance Sales & Customer Service
  • Policy Analysis
  • Accounting Operations
  • Crisis Management
  • Claims Adjusting
  • Underwriting of Insurance Policies

Certification

  • 2-15 License
  • 2-20 License
  • 6-20 License

Timeline

2-20 Licensed Agent

Universal Property & Casualty Insurance Company
05.2025 - Current

Sr Client Services Associate

NationsBenefits
11.2022 - 04.2023

Retention Specialist

DirecTV/AT&T
08.2019 - 09.2022

Registered Pharmacy Technician

CVS
01.2019 - 11.2020

BS - Biochemistry

Broward College
Creshae McCloud