Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic
Evelin Umana

Evelin Umana

FL

Summary

Dynamic Independent Insurance Agent with a proven track record at Simply Health Insurance, adept at developing tailored insurance solutions and fostering client relationships. Skilled in compliance and document preparation, I excel in multitasking and communication, ensuring clients make informed decisions while enhancing customer satisfaction.


Professional real estate assistant prepared to contribute effectively to property management and client relations. Strong background in administrative tasks, client communications, and transaction coordination. Known for team collaboration, adaptability, and achieving results. Skilled in scheduling, data entry, and CRM software. Reliable, organized, and focused on supporting business objectives.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Independent Insurance Agent

Simply Health Insurance
06.2024 - Current
  • Developed customized insurance solutions based on client needs and risk assessments.
  • Conducted comprehensive policy reviews to ensure compliance with industry regulations.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Assisted clients in understanding coverage options and benefits to enhance decision-making.

Independent Insurance Agent

Carefree
10.2022 - 06.2024
  • Educated clients on coverage options, ensuring informed decision-making.
  • Processed applications efficiently, maintaining accuracy throughout workflow.
  • Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
  • Developed strong relationships with clients, fostering trust and loyalty.
  • Responded to customer calls swiftly to resolve issues and answer questions.

CNA-Certified Nurse Assistant

Private Practice Setting
06.2014 - 10.2021
  • Delivered high-quality patient care by assisting with daily living activities and ensuring comfort.
  • Monitored vital signs, documenting changes and reporting to nursing staff for timely interventions.
  • Assisted in maintaining a clean and safe environment, adhering to infection control protocols.
  • Collaborated with interdisciplinary teams to develop and implement individualized care plans.

Real Estate Assistant

Tipacti Investment Group
04.2012 - 05.2014
  • Coordinated client communications, fostering strong relationships and enhancing customer satisfaction.
  • Managed property listings using multiple listing service (MLS) software to ensure accurate and timely updates.
  • Scheduled showings and open houses, optimizing calendar management for real estate agents.
  • Maintained organized filing systems for contracts, leases, and property documents to streamline office operations.
  • Assisted with closing transactions by coordinating paperwork, ensuring timely completion of required documents, and communicating with involved parties.

Education

No Degree - Transaction Coordinator

TCA By Michelle Spalding
Miami, FL
09-2025

Graduate Certificate - Insurance

Online
Miami, FL
03-2022

Graduate Certificate - Certified Nurse Assistant

St. Jude Nursing School
Los Angeles, CA
08-2017

Skills

  • Licensed insurance agent
  • Office administration
  • Scheduling appointments
  • Spanish /English fluency
  • Professionalism and ethics
  • Document preparation
  • Teamwork and collaboration
  • Multitasking and organization
  • Verbal and written communication
  • Fast learner

Certification

  • Licensed Insurance Agent
  • Transaction Coordinator training course by Michelle Spalding
  • CNA Certificate

Languages

Spanish
Native or Bilingual
English
Professional Working

Timeline

Independent Insurance Agent

Simply Health Insurance
06.2024 - Current

Independent Insurance Agent

Carefree
10.2022 - 06.2024

CNA-Certified Nurse Assistant

Private Practice Setting
06.2014 - 10.2021

Real Estate Assistant

Tipacti Investment Group
04.2012 - 05.2014

No Degree - Transaction Coordinator

TCA By Michelle Spalding

Graduate Certificate - Insurance

Online

Graduate Certificate - Certified Nurse Assistant

St. Jude Nursing School

Similar Profiles

CREATE PROFILE