DANIA MARTINEZ CAMACHO
Lehigh Acres,FL
Summary
Dynamic insurance broker with expertise in policy recommendation, client education, and needs assessment. Proven ability to build strong client relationships and resolve inquiries promptly.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Insurance Broker
AMIGOS AUTO INSURANCE
Lehigh Acres, Florida
03.2023 - Current
- Recommended suitable coverage options based on analysis of client needs for comprehensive protection.
- Quoted and sold various insurance policies, including personal and commercial auto, boat, renters, general liability, health, and motorcycle.
- Educated clients on features, benefits, and exclusions of policies to facilitate informed decision-making.
- Established strong client relationships through excellent customer service and timely resolution of inquiries.
Insurance Agent
ALLSTATE
Lehigh Acres, Florida
02.2022 - 02.2023
- Quoted and issued personal and commercial auto policies.
- Educated customers on coverage options to enhance understanding.
- Upsold additional coverage to maximize policy value.
- Assisted clients with policy services and endorsements for comprehensive support.
- Managed policy renewals by proactively contacting clients with updated options.
- Collaborated with underwriters to ensure compliance with industry standards.
MANAGER
CVS
Estero, Florida
02.2021 - 02.2022
- Managed daily operations to enhance store performance and efficiency.
- Implemented inventory management systems to optimize stock levels and reduce waste.
- Conducted regular assessments to ensure compliance with company policies.
- Resolved inquiries and complaints promptly, maintaining high customer satisfaction.
- Enforced customer service standards to uphold quality throughout the team.
- Coached and mentored team members to improve overall job performance.
- Completed opening, closing, and shift change functions to maintain operational consistency.
Team Lead
TARGET
Estero, Florida
02.2018 - 02.2021
- Monitored team performance to identify areas for improvement and support.
- Provided leadership and guidance to team members, ensuring that tasks were completed on time and to a high standard.
- Delegated daily tasks to team members to optimize group productivity.
- Provided support to junior staff during peak periods of workloads.
- Collaborated with other departments to develop effective solutions that meet customer needs.
- Assisted the manager in setting achievable goals for the team while monitoring progress towards them.
Education
High School Diploma -
SOUTH FORT MYERS HIGH SCHOOL
FORT MYERS05-2018
Skills
- Policy recommendation and analysis
- Problem solving
- Customer education and engagement
- Client needs assessment
- Relationship management
- Policy servicing and underwriting collaboration
- Team collaboration
Languages
Spanish
Native/ Bilingual
Certification
440 CSR
Timeline
Insurance Broker
AMIGOS AUTO INSURANCE
03.2023 - Current
Insurance Agent
ALLSTATE
02.2022 - 02.2023
MANAGER
CVS
02.2021 - 02.2022
Team Lead
TARGET
02.2018 - 02.2021
High School Diploma -
SOUTH FORT MYERS HIGH SCHOOL