Emelda Otis
Lutz
Summary
Results-driven professional with 7+ years of experience in customer relations. Known for adaptability, creativity and reliability. Provides solutions to meet customer needs. Committed to making meaningful contributions and advancing company goals.
Overview
7
7
years of professional experience
Work History
Insurance Agent
Self-Employed
12.2022 - Current
- Responded to customer calls swiftly to resolve issues and answer questions.
- Utilized CRM software to manage client relationships.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Negotiated contracts and terms of sale with potential customers.
- Analyzed risk factors to recommend appropriate coverage levels.
- Evaluated competitors' products and services to gain competitive advantage.
Broker Assistant
Elite Financial
01.2021 - 12.2022
- Managed the CRM, booked appointments and set reminders for said appointments
- Communicated with clients about products they'd qualified for and walked them through applications
- Help with the underwriting process to get clients qualified in their health coverage
- Worked with clients on budgeting/managing finances
- Submitted applications for health, life and supplemental products
- Maintained constant communication with clients, vendors, physicians and carriers through texting, phone calls and written emails
- Maintained organization through spreadsheets in Google docs and microsoft word
- Processed binder payments and ensured thorough understanding of recurring payment dates and/or deadlines.
Receptionist/Stylist Sales Associate
Salon Blond
01.2018 - 03.2021
- Confirmed appointments, communicated with clients, and updated client records.
- Corresponded with clients through email, telephone, or postal mail.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Managed multiple tasks and met time-sensitive deadlines.
Education
Associate of Science - Behavioral Sciences
St. Petersburg College
Tarpon Springs, FL06-2026
High School Diploma -
Countryside Highschool
Clearwater06-2011
Skills
- CRM Software
- Client assessment
- Customer Service
- Client Relations
- Email Marketing
- Policy Knowledge
- Upselling
- Legal Codes
- Marketing Management
Timeline
Insurance Agent
Self-Employed
12.2022 - Current
Broker Assistant
Elite Financial
01.2021 - 12.2022
Receptionist/Stylist Sales Associate
Salon Blond
01.2018 - 03.2021
Associate of Science - Behavioral Sciences
St. Petersburg College
High School Diploma -
Countryside Highschool
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