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.