Summary
Overview
Work History
Education
Skills
Timeline
Generic

Erica Cepeda

101 Devonshire Cir Wellington,FL

Summary

Focused and dedicated licensed insurance professional with several years of experience providing superior customer service and rates for policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with Medicare coverage needs.

Overview

28
28
years of professional experience

Work History

Licensed Insurance Agent

Health Plan One
Remote , FL
08.2024 - Current
  • Maintained accurate records of client information including contact details and policy changes.
  • Performed routine follow-up calls to assess customer satisfaction with products and services.
  • Identified opportunities for cross-selling additional policies or services to existing customers.
  • Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.

Realtor

EXP Realty, LLC
11.2018 - 07.2025
  • Assist buyers and sellers with finding ideal homes by assessing needs, requirements and budgets.
  • Assist sellers in comparing recently sold area properties to determine competitive market analysis.
  • Write contracts to outline sales and purchases of properties.
  • Confirm compliance with federal and state laws to enforce regulations and monitor sales.
  • Collaborate with attorneys, loan officers and agencies to complete property sales and purchases and thoroughly explained all financial requirements and data to potential buyers and sellers.

Accounting Manager

Fashion Distrubution Services
08.2004 - 01.2008
  • Managed banking reconciliations and monthly balance sheet statements.
  • Investigated daily variances and corrected errors to resolve discrepancies for billing of shipped merchandise.
  • Performed routine closings, maintained organized, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
  • Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on merchandise activities.

Executive Assistant

Mielach Woodwork
07.2002 - 07.2004
  • Organized and coordinated conferences and monthly meetings.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Prepared 30 estimates daily, and organized presentations for VP using advanced software proficiencies.
  • Developed and updated spreadsheets and databases to track, analyze and report on performance and sales/estimating data.
  • Trained junior office staff in correct procedures and reporting requirements.
  • Screened calls and emails and initiated actions to respond or direct messages for managers.

Director of Finance

Datek Online
02.1999 - 06.2002
  • Assessed expansion plans and presented costs to forecast trends and recommend changes.
  • Managed day-to-day operations for 35-person finance department for online brokerage organization.
  • Verified compliance of financial policies and accounting procedures against federal regulations.
  • Set clear departmental objectives and developed effective strategies to achieve targeted goals.
  • Oversaw employees that processed and credited IRA's and mutual funds into online accounts.
  • Assisted VP with recruiting, interviewing, and hiring new employees for department.

Lead Bank Teller

Staten Island
12.1997 - 01.1999
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Mentored newly hired team members on appropriate responses to patron questions.
  • Answered inquiries regarding checking and savings accounts and other related products.
  • Counted, verified and handled bank deposits and armored car transactions.

Education

| - Business Management

College of Staten Island of The City University of New York
Staten Island, NY

Skills

  • Policy writing
  • Insurance compliance
  • Cross-selling strategies
  • Attention to detail
  • Sales strategy development
  • Regulatory compliance
  • AHIP Certified
  • Team collaboration

Timeline

Licensed Insurance Agent

Health Plan One
08.2024 - Current

Realtor

EXP Realty, LLC
11.2018 - 07.2025

Accounting Manager

Fashion Distrubution Services
08.2004 - 01.2008

Executive Assistant

Mielach Woodwork
07.2002 - 07.2004

Director of Finance

Datek Online
02.1999 - 06.2002

Lead Bank Teller

Staten Island
12.1997 - 01.1999

| - Business Management

College of Staten Island of The City University of New York

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