Elizabeth Roman
Houston,TX
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
7
7
years of professional experience
Work History
General Notary Work
Self-employed
Houston, TX
05.2022 - Current
- Prioritized and organized tasks to efficiently accomplish service goals.
- Maintained updated knowledge through continuing education and advanced training.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Understood and followed oral and written directions.
Insurance Agent
Self-employed
Houston, TX
01.2020 - Current
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Review inspections reports for home and commercial properties.
Medical Courier
Self-employed
Houston, TX
01.2021 - 12.2023
- Maintained a clean and organized vehicle interior.
- Coordinated delivery of medical specimens to appropriate laboratory facilities.
- Recorded accurate mileage for each delivery route.
- Verified orders for accuracy before deliveries were made.
- Provided exceptional customer service during interactions with clients.
- Ensured timely pick up and delivery of packages within designated time frames.
- Managed multiple routes concurrently while meeting all deadlines.
- Processed paperwork associated with deliveries accurately and efficiently.
Insurance Representative
Self Employed
Houston, TX
01.2017 - 12.2020
- Identified, evaluated and addressed customer inquiries regarding insurance coverage.
- Developed and implemented strategies to increase sales of insurance policies.
- Maintained accurate records of customer interactions and policy information.
- Researched and responded to customer complaints about their insurance coverage.
- Negotiated with insurers to obtain competitive rates for customers' coverage needs.
- Conducted regular reviews of existing policies to ensure they remain up-to-date with current industry regulations.
Education
Medical Assistant - Medical Assisting
Everest Institute
Houston, TX05-2009
High School Diploma -
High School
Houston, TX05-2006
Skills
- Policy Renewals
- Lead Development
- Customer Service
- Account Management
- Email Marketing
- Negotiation
- Insurance sales strategy
- Life Insurance
- Policy Knowledge
- Upselling
- Business Planning
- Negotiation abilities
Languages
English
Full Professional
Spanish
Full Professional
Timeline
General Notary Work
Self-employed
05.2022 - Current
Medical Courier
Self-employed
01.2021 - 12.2023
Insurance Agent
Self-employed
01.2020 - Current
Insurance Representative
Self Employed
01.2017 - 12.2020
Medical Assistant - Medical Assisting
Everest Institute
High School Diploma -
High School
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