Diana Cadiz
Miami,FL
Summary
Driven Insurance Broker with over 25 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Independent Insurance Broker
Cadiz Insurance Services Corp
Miami, FL
06.2005 - 02.2022
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Conducted research on insurance packages and investment options to generate client recommendations.
- Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales 25%
- Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales.
Insurance Financial Centers
Daniel Prenat
Miami, FL
08.2002 - 09.2003
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Identified and solicited sales prospects in agency databases.
- Reviewed, shopped and processed renewals.
- Received inbound phone calls and electronic quote submissions.
- Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by 20%.
- Met and exceeded revenue goals by 30% through generating new leads and identifying new clients.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork
- Resolved problems, improved operations and provided exceptional service
- Identified issues, analyzed information and provided solutions to problems
- Developed and implemented performance improvement strategies and plans to promote continuous improvement
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor
- Proved successful working within tight deadlines and fast-paced atmosphere
- Actively listened to customers' requests, confirming full understanding before addressing concerns
- Used Microsoft Word and other software tools to create documents and other communications
- Improved operations through consistent hard work and dedication
Sales Associate
Peter Pinto / State Farm Agency
Miami, FL
09.1998 - 12.2002
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Engaged with customers to effectively build rapport and lasting relationships
- Handled approximately 60 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage
- Conducted research on insurance packages and investment options to generate client recommendations
- Identified and solicited sales prospects in agency databases
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas
- Collected premiums on or before effective date of coverage
Education
Associate of Arts - International Marketing
Miami Dade College
Miami, FL09.1992
Skills
- Verbal and Written Communication
- Property and Casualty Insurance Sales
- Consultative Sales Approach
- Upselling and Cross-selling
- Clientele Development
Certification
220 License Property and Casualty Since 1993
215 License Life & Health Since 1998
Timeline
Independent Insurance Broker
Cadiz Insurance Services Corp
06.2005 - 02.2022
Insurance Financial Centers
Daniel Prenat
08.2002 - 09.2003
Sales Associate
Peter Pinto / State Farm Agency
09.1998 - 12.2002
Associate of Arts - International Marketing
Miami Dade College