Dayana Gomez
Miami,FL
Summary
Licensed, experienced, & bilingual Property and Casualty Insurance Representative
Currently holds a 4-40 Resident Customer Service Representative License for personal and commercial lines insurance
Has worked in insurance for 20+ years and is extremely confident in advising policyholders which insurance policies and endorsements best suit their financial and personal needs, as well as underwriting concerns and policy documentation.
Experience in sales, quoting, writing, binding personal and commercial lines policies; assisting with underwriting concerns and inspections; assisting with aiding clients in policy inceptions, terminations, endorsements, underwriting, and general policy servicing.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Commercial Sales Representative
Acosta Insurance Group Inc.
01.2024 - 03.2025
- Delivered engaging product presentations to clients, showcasing features and benefits tailored to their specific needs.
- Identified business prospects in target markets and developed defined marketing plans to attract new clients.
- Enhanced customer satisfaction rates by proactively addressing inquiries or issues before they escalated into larger problem
- Sell and complete applications, as well as bind BOP, Commercial General Liability, Professional Liability, Worker's compensation and Commercial Property policies for clients, including new business, renewals, audits and endorsements.
- Contact customers regarding account status and renewals
- Responsible for sales administration and reporting activities
- Understand, promote and remain current on company underwriting guidelines, announcements, and memos related to changes in company policies and procedures
- Ensure applications and paperwork are completed accurately and in a timely manners.
Commercial Sales Representative
Preventty- USA Specialty Insurance
06.2023 - 11.2023
- Aggressively generated new business by prospecting, making follow-up calls to customers and contacting referrals.
- Provided day-to-day support for commercial accounts by answering inquiries, checking availability of products and corresponding with customers via email.
- Negotiated prices, terms of sales and service agreements.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Licensed Insurance Representative (4-40)
Northern Investment Group DBA Renegade Insurance
06.2022 - 04.2023
- 4-40 licensed
- Provide premier customer service to policyholders and producers to maximize business.
- Maintained current product knowledge to meet customer needs and increase sales.
- Provided primary customer support to internal and external customers in fast-paced environment.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Responded to customer requests for products, services and company information.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Obtained underwriting approval by completing application for coverage.
- Calculated quotes and educated potential clients on insurance options.
- Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
Licensed Insurance Representative (4-40)
IKA Financial LLC DBA Globalgreen Insurance Agency
12.2010 - 03.2021
- 4-40 licensed
- Offer multiple different types of insurance and discussing financial concerns and needs of prospective customers.
- Assess multiple insurance policy needs, assist in completing applications, provide continuous policy support.
- Design and implement effective marketing strategies to sell new insurance contracts Quoting, writing, binding policies, assisting with underwriter concerns.
- Calculated quotes and educated potential clients on insurance options. Followed up with customers om unresolved issues
- Finalized sales and collected necessary deposits.
- Collected all premiums on or before effective date of coverage
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
Education
Insurance Courses - Property And Casualty Insurance
Miami Dade College
Miami, FL01.2002
High School Diploma -
Manuel Aguiar High School
Havana, Cuba07.1988
Skills
- Licensed 4-40 Insurance Representative
- Licensed 2-20 Property and Casualty Agent (in process)
- Experienced in Word, Powerpoint, Excel, and Quickbooks
- Exposure to underwriting and underwriting support
- Knowledge of Zendesk, Applied Epic, EZLYNX, Outlook
- Fluent in Spanish
- Experienced in property insurance, underwriting and adjustments, policy renewals, quotes and sales, and risk management
Certification
4-40 Insurance Representative License
2-20 Property and Casualty Agent (in process)
Timeline
Commercial Sales Representative
Acosta Insurance Group Inc.
01.2024 - 03.2025
Commercial Sales Representative
Preventty- USA Specialty Insurance
06.2023 - 11.2023
Licensed Insurance Representative (4-40)
Northern Investment Group DBA Renegade Insurance
06.2022 - 04.2023
Licensed Insurance Representative (4-40)
IKA Financial LLC DBA Globalgreen Insurance Agency
12.2010 - 03.2021
Insurance Courses - Property And Casualty Insurance
Miami Dade College
High School Diploma -
Manuel Aguiar High School
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