David Lugo
Oakland Park,FL
Summary
Over 20 years of successful experience in customer service and support with strengths in account maintenance, problem-solving, and trouble-shooting. Experienced in providing sales staff support and implementing proactive procedures to prevent issues. Skilled in addressing customer inquiries and complaints in person, on the phone, or in writing. Able to train, motivate, and supervise customer service employees. Recognized as a "Total Quality Customer Service Professional."
Overview
21
21
years of professional experience
Work History
Agency Advocate
John Galt Insurance Agency
08.2023 - Current
- Delivered friendly service and offered expert support in every interaction.
- Established trusting relationships with clients by maintaining open lines of communication throughout the entire representation process.
- Managed complex caseloads with diligence, prioritizing tasks to ensure timely resolution of cases.
- Assisted with applications and collected required paperwork to help individuals register for supportive services.
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
- Processed & handle endorsements, such as cancellations, rewrite request, policy changes/reinstatements, taking payments
- Provide certificate of insurance to clients.
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
General lines agent
Sabal Insurance
01.2020 - 01.2022
- Maintained current book of business and generated leads.
- Receive and process applications and payments for new business application rewrites and/or renewals.
- Quote and wrote insurance, maintained renewal-rewrites. Increased book of business by processing AOR and cross selling multi package policy’s to existing customers
General lines agent
Newman Insurance
01.2017 - 01.2019
- Maintained current book of business and generated leads.
- Receive and process applications and payments for new business application rewrites and/or renewals.
- Quote and wrote insurance, maintained renewal-rewrites. Increased book of business by processing AOR and cross selling multi package policy’s to existing customers
Licensed General Lines Agent
IRG Insurance LLC
01.2017 - 01.2019
- Maintained current book of business and generated leads.
- Quote and wrote insurance, maintained renewal-rewrites. Increased book of business by processing AOR and cross selling multi package policy’s to existing customers
Licensed General Lines Agent
Triton Insurance Group
01.2012 - 01.2017
- Sales Management and policy servicing
- Maintained current book of business and generated leads.
Licensed General Lines Agent
Knight Risk Management, LLC
01.2011 - 01.2012
- Maintained current book of business and generated leads.
- Quote and wrote insurance, maintained renewal-rewrites. Increased book of business by processing AOR and cross selling multi package policy’s to existing customers
- Processed new business applications/underwriting memo suspense letters for new and renewal business.
- Took payments, in cash, checks or credit card.
- Processed renewal offer for auto tags.
- Marketed to the community and attended networking events.
Licensed Customer Service Representative
Karl Grace Agency
01.2004 - 01.2011
- Receive and process applications and payments for new business application rewrites and/or renewals.
- Explain policies, regulations and rate structures, Quote and write Insurance under agency principal or licensed agent.
- Quickly and effectively solve customer challenges.
- Maintain quality control/satisfaction records, constantly seeking new ways to improve customer service.
Education
2-20 General Lines Agent -
Hilda Tucker School of Insurance
Deerfield Beach, FLHigh School Diploma - undefined
Repertory Company for the Performing Arts
New York, NY01.1997
Skills
- Fluent in English and Spanish
Timeline
Agency Advocate
John Galt Insurance Agency
08.2023 - Current
General lines agent
Sabal Insurance
01.2020 - 01.2022
General lines agent
Newman Insurance
01.2017 - 01.2019
Licensed General Lines Agent
IRG Insurance LLC
01.2017 - 01.2019
Licensed General Lines Agent
Triton Insurance Group
01.2012 - 01.2017
Licensed General Lines Agent
Knight Risk Management, LLC
01.2011 - 01.2012
Licensed Customer Service Representative
Karl Grace Agency
01.2004 - 01.2011
High School Diploma - undefined
Repertory Company for the Performing Arts
2-20 General Lines Agent -
Hilda Tucker School of Insurance
Similar Profiles
MARYNELLY CARPENTERMARYNELLY CARPENTER
Executive Director of Service and Development at John Galt Insurance AgencyExecutive Director of Service and Development at John Galt Insurance Agency
Travis SandersTravis Sanders
Insurance Producer at Brightway InsuranceInsurance Producer at Brightway Insurance
Stephanie CaloStephanie Calo
Marketing Specialist at John M. Glover Insurance AgencyMarketing Specialist at John M. Glover Insurance Agency
SHALONDA DOBYSHALONDA DOBY
Accounts Receivable / Accounts Payable Specialist at GulfSide Roofing SupplyAccounts Receivable / Accounts Payable Specialist at GulfSide Roofing Supply
Terry AlexanderTerry Alexander
Bank Night Cleaners/Driver Helper at Marsdan SouthBank Night Cleaners/Driver Helper at Marsdan South