Cynthia Calix
Middlesex
Summary
Dynamic Life Insurance Agent with American Income Life Insurance Company, skilled in crafting tailored insurance solutions and building lasting client relationships. Proven expertise in client account management and bilingual communication, enhancing customer satisfaction. Recognized for improving policy compliance and educating clients, driving informed decisions in life insurance.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
American Income Life Insurance Company
03.2025 - Current
- Developed personalized insurance plans tailored to client needs and financial goals.
- Conducted comprehensive policy reviews to ensure compliance and accuracy of coverage details.
- Educated clients on benefits of life insurance products, fostering informed decision-making.
- Managed client relationships through regular follow-ups and proactive communication strategies.
Date Entry Specialist
Conduent Call Center
02.2022 - 11.2024
- Entered high-volume data with precision, ensuring accurate records for client accounts.
- Verified and corrected discrepancies in data entries, enhancing overall database integrity.
- Collaborated with team members to streamline data entry processes, improving efficiency.
- Utilized advanced Excel functions to analyze and manipulate large datasets for reporting purposes.
Customer Service Representative
Verizon
03.2021 - 12.2022
- Assisted customers with inquiries and resolved issues promptly.
- Learned company policies to provide accurate information to clients.
- Utilized customer service software to track interactions and feedback.
- Adapted communication style to meet diverse customer needs effectively.
Education
Middlesex High School
Middlesex, NJSkills
- Insurance policy sales
- Building relationships
- Client service
- Client account management
- New agent training
- Customer billing
- Bilingual fluency in [ Spanish]
Certification
- Licensed [Life Insurance Agent]
Languages
Spanish
Timeline
Life Insurance Agent
American Income Life Insurance Company
03.2025 - Current
Date Entry Specialist
Conduent Call Center
02.2022 - 11.2024
Customer Service Representative
Verizon
03.2021 - 12.2022
Middlesex High School
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