Efrain Sora
Kissimmee,FL
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Commercial Insurance Agent
Sora Global Insurance & Consulting LLC
06.2018 - Current
- Explained detailed policy concepts in easy-to-understand terms.
- Offered detailed information about products and binding coverage.
- Reviewed, shopped and processed renewals.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
- Researched and identified potential new markets.
- Educated clients on insurance policies and procedures.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Analyzed risk factors to recommend appropriate coverage levels.
- Met with customers to provide information about available products and policies.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Evaluated competitors' products and services to gain competitive advantage.
- Conducted research and identified market trends to develop better strategies for sales.
- Monitored customer feedback and identified areas of improvement.
Life and Health Insurance Agent
Self
09.2006 - 06.2018
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Monitored changes in health insurance laws and regulations to verify continuous compliance.
- Developed tailored health insurance plans to meet individualized client needs.
- Assisted clients with filing and tracking health insurance claims to facilitate swift settlements.
- Developed relationships with providers and networks to achieve favorable client coverage.
- Compiled and maintained client records to monitor health insurance policies and premiums paid.
- Negotiated with insurers to secure industry-leading health insurance coverage for clients.
- Developed and implemented marketing strategies to drive health insurance sales.
- Educated clients on insurance policies and procedures.
- Conducted annual reviews of existing policies to update information.
Education
No Degree - Psychology
Barry University
Miami, FLSkills
- Client Needs Analysis
- Risk Mitigation
- CRM Software
- Insurance Program Analysis
- Regulatory Requirements
- Customer Follow-Up
- Property and Casualty Insurance
- Group Presentations
- Health Insurance Sales
- Claims Reporting Systems
Affiliations
- Rotary International
- Lake Nona Regional Chamber of Commerce
- Greater Orlando Hispanic Chamber of Commerce
Certification
- Licensed Life, Health and Annuities Agent (215)
- Licensed Property and Casualty Agent (220)
- Certified Professional Insurance Agent (CPIA)
- Trusted Risk Advisor (TRA)
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Commercial Insurance Agent
Sora Global Insurance & Consulting LLC
06.2018 - Current
Life and Health Insurance Agent
Self
09.2006 - 06.2018
No Degree - Psychology
Barry University
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