Bi-lingual professional with a strong track record in employee benefits and insurance. Expertise in managing teams, improving processes, and counseling clients on their benefit options. Known for maintaining high ethical standards while staying current with industry trends and best practices.
Overview
26
26
years of professional experience
Work History
Employee Benefits Advisor Supervisor
Lockton
Marietta, Georgia
09.2018 - Current
Trained, supported, and supervised benefit counselors, fostering a cohesive and knowledgeable team.
Lead team meetings and create strategies to improve processes and company achievements.
Counseled employees on core and voluntary benefit options, ensuring informed decision-making.
Developed communication strategies to align with client goals and enhance employee understanding.
Assisted with benefit enrollment for new hires, life events and Open Enrollment.
Assisted employees with understanding and utilizing their benefits.
Insurance Specialist
American Family Insurance
Marietta, Georgia
11.2013 - 09.2018
Sold auto, home, life, Health and Bank insurance products to individuals and businesses.
Managed care and support for existing client accounts, ensuring high satisfaction and retention.
Provided customer service to existing clients.
Researched and customized service proposals for clients.
Established business-building and relationship-building initiatives to enhance client engagement.
Maintained and organized a customer database.
Created and executed targeted marketing strategies that increased brand visibility and client interest.
Trained and guided new team members to promote sales team professional development and sales goal reinforcement.
Manager
Barry Hancock-State Farm Insurance Agency
Roswell, Georgia
04.2010 - 11.2013
Sold auto, home, life, Health and Bank insurance products to individuals and businesses.
Created and launched targeted marketing strategies that increased brand visibility.
Established business-building and relationship-building standards to strengthen client connections.
Streamlined customer database management to improve accessibility and accuracy.
Researched and customized service proposals for clients.
Trained and guided new team members to promote sales team professional development and sales goal reinforcement.
Retained and ensured proper handling and care of existing client accounts.
Insurance Specialist
State Farm Insurance
07.2005 - 04.2010
Managed client services, sales, and marketing activities to drive customer satisfaction and support revenue growth.
Identified and qualified customer needs and developed sales strategies.
Implemented business-building and relationship-building strategies for assigned accounts, enhancing customer engagement.
Consistently met and exceeded employer expectations for productivity and accuracy levels.
Maintained and organized a customer database.
Sales Manager
Gold Center Inc.
Bayamon, Puerto Rico
02.2000 - 04.2004
Managed and supervised sales team to achieve targets.
Implemented marketing strategies leading to revenue growth.
Greeted customers, identifying needs to enhance service experience.
Addressed guest concerns and resolved any pending issues.
Maintained knowledge of current promotions, policies regarding payment and exchanges, and security practices.
Executed payment transactions accurately at the point of sale.
Education
R.S. Thomas - Property and casualty, Life, Health and Sickness
Marietta, Georgia, United States
01-2005
Interamericana University - Marketing /Accounting
Bayamon, Puerto Rico, PR
Skills
Verbal and writing communication
Conflict resolution
Management
Team leadership
Staff development/training
Computer proficient
Detail oriented
Quick learner
Sales specialist
Data management
Marketing
Client relations
Multi-task
Accomplishments
Offered comparable product substitutions and alternatives to clients when desired products did not fit their needs.
Collaborated with prospective clients to prepare efficient product marketing strategies and drive business development.
Developed strong relationships with key referral sources which resulted in agency revenue growth.
Trained and guided new team members increasing employee productivity and product knowledge.
Star Rally 2006 and 2007 award for Auto, Life, health and Bank production.
Community Service
Collaborated with Latin American Association and Consulate of Guatemala in seminars and training courses.
Taught English and finances related courses.
Career Focus
Bi-lingual, focused, multi-task, detail, achievement and solution oriented professional. Motivated and self directed professional with experience in leadership, sales, client services and process improvement. Insurance Specialist with a reputation for consummate professionalism and exemplary ethics. Remain current on the latest trends in the industry, with comprehensive knowledge of insurance products, services and best practices.
Timeline
Employee Benefits Advisor Supervisor
Lockton
09.2018 - Current
Insurance Specialist
American Family Insurance
11.2013 - 09.2018
Manager
Barry Hancock-State Farm Insurance Agency
04.2010 - 11.2013
Insurance Specialist
State Farm Insurance
07.2005 - 04.2010
Sales Manager
Gold Center Inc.
02.2000 - 04.2004
R.S. Thomas - Property and casualty, Life, Health and Sickness