DAVID HOFFA
Boca Raton,FL
Summary
Highly Motivated and success-driven Professional with extensive experience establishing rapport and building networks with strong customer focus. Excellent communication, analytical, and organizational skills. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Cover Driver
UPS
Deerfield Beach, FL
12.2023 - Current
- Delivered packages to customers in a timely and efficient manner.
- Inspected vehicles for mechanical items and safety issues, ensuring they are in proper working condition.
- Maintained accurate logs of vehicle inspections and repair status.
- Checked loads to ensure that cargo was secure and distributed evenly.
- Followed all applicable traffic laws, regulations, and defensive driving techniques while operating company vehicles.
- Verified the contents of inventory loads against shipping papers.
- Ensured compliance with DOT regulations and other applicable laws governing transportation of cargo.
- Communicated effectively with dispatchers regarding pick-ups and deliveries status updates.
Insurance Agent
Schumacher Insurance
Delray Beach, FL
02.2021 - 03.2024
- Developed $2M insurance portfolio through strategic market analysis
- Achieved a 15% closing ratio average in 2023
- Enhanced customer service to achieve higher product sales
- Developed a multi-phase approach to quote accurate coverages and deductibles
- Instructed team on obtaining and presenting competitive quotes along with issue resolution
Insurance agent
Top Line Insurance
Delray Beach, FL
02.2020 - 02.2021
- Built customer trust to meet sales goals, reaching $1M in 2020
- Enhanced overall performance in selling various insurance types by 22%
- Employed strategic techniques to discover client needs
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services
- Engaged customers and provided high level of service by carefully explaining details about documents
License Sales Associate
Florida One Insurance
Miami, FL
05.2018 - 02.2020
- Reviewed insurance policies to ensure compliance with existing regulations
- Developed and implemented strategies for reducing risk exposures and maximizing profitability
- Assisted in the development of new products, services, and procedures to meet customer needs
- Evaluated customer applications and determined eligibility for coverage based on established criteria
- Provided guidance to customers regarding available insurance plans and their benefits and limitations
- Conducted periodic audits of policy documents to ensure accuracy of information maintained
Account Manager
Hoftac Company
Stuart, FL
01.2006 - 05.2018
- Drafted proposals outlining services, costs, and benefits for prospective customers
- Maintained accurate records of all customer interactions in the CRM system
- Developed and maintained relationships with key accounts to ensure customer satisfaction
- Negotiated contracts with clients to maximize profitability
- Developed strategies to increase revenue from existing accounts
- Acted as main point of contact in matters relating to client concerns and needs
- Provided technical support to customers when needed
Education
Bachelor of General Studies - Health Administration Minor
Florida Atlantic University
Boca Raton, FL01.2020
Skills
- Microsoft Office Applications
- Google Workspace Proficiency
- QQ Catalyst
- Web Rater
- Customer Service
- Leads Prospecting
- Account Management
- Client Retention
- Client Relations
- CRM Software
- Customer follow-up
- Lead Development
- Negotiation abilities
- Upselling
- Policy Knowledge
Certification
General Lines Property and Casualty 0220 Insurance License
Timeline
Cover Driver
UPS
12.2023 - Current
Insurance Agent
Schumacher Insurance
02.2021 - 03.2024
Insurance agent
Top Line Insurance
02.2020 - 02.2021
License Sales Associate
Florida One Insurance
05.2018 - 02.2020
Account Manager
Hoftac Company
01.2006 - 05.2018
Bachelor of General Studies - Health Administration Minor
Florida Atlantic University
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