Elizabeth H Medina
Riverview
Summary
Dedicated insurance professional with expertise in client account management and insurance product knowledge. Committed to enhancing client satisfaction through accurate documentation and effective communication.
Overview
4
4
years of professional experience
Work History
Licensed Insurance Agent
TZ Insurance Solutions LLC
Tampa, FL
09.2025 - Current
- Assisted clients in identifying insurance needs and recommending appropriate coverage options.
- Facilitated policy renewals and endorsements to ensure client satisfaction and compliance.
- Developed knowledge of various insurance products, enhancing service delivery to clients.
- Processed applications and claims efficiently, maintaining accuracy throughout documentation.
- Collaborated with team members to address client inquiries, fostering a supportive environment.
- Utilized CRM systems to track client interactions and streamline communication processes.
- Attended training sessions to stay updated on industry regulations and best practices.
- Provided administrative support by organizing client files and maintaining up-to-date records.
- Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
- Streamlined the claims process for clients, ensuring prompt resolution and payment of claims.
Clerk
MY Haus Title LLC
Tampa, FL
01.2023 - 09.2025
- Processed and organized documents to ensure efficient workflow and accuracy.
- Managed incoming correspondence, prioritizing urgent tasks for timely responses.
- Assisted in data entry using Microsoft Office Suite, maintaining high standards of accuracy.
- Coordinated office supplies inventory, optimizing procurement processes and reducing costs.
- Scheduled appointments and meetings, enhancing communication among team members.
- Developed filing systems that improved document retrieval and storage efficiency.
- Supported financial record-keeping by preparing invoices and tracking expenses accurately.
- Processed and verified property documents for accuracy and compliance with legal requirements.
- Coordinated communication between clients, agents, and lenders to facilitate smooth transactions.
- Assisted in preparing closing statements and ensuring timely distribution to relevant parties.
Crew Leader
McDonald's
Brandon, FL
02.2022 - 01.2023
- Supervised daily operations to ensure efficient workflow and high-quality service.
- Trained and mentored team members on operational procedures and customer service standards.
- Implemented inventory management practices to minimize waste and optimize stock levels.
- Monitored performance metrics to identify areas for improvement in service delivery.
- Developed scheduling strategies to ensure adequate staffing during peak hours.
- Resolved customer inquiries and complaints promptly, enhancing overall satisfaction rates.
- Conducted regular training sessions to maintain compliance with health and safety regulations.
Education
Associate of Applied Science - IT Network Security
University of South Florida
Tampa, FL06-2029
Associate of Science - IT Network Security
Saint Leo University
Saint Leo, FL05-2027
Skills
- Insurance sales expertise
- Insurance product expertise
- Client relationship management
- Client account management
Languages
Spanish
Native or Bilingual
Timeline
Licensed Insurance Agent
TZ Insurance Solutions LLC
09.2025 - Current
Clerk
MY Haus Title LLC
01.2023 - 09.2025
Crew Leader
McDonald's
02.2022 - 01.2023
Associate of Applied Science - IT Network Security
University of South Florida
Associate of Science - IT Network Security
Saint Leo University