Felipe Raffa
Coconut Creek
Summary
Experienced insurance agent with a background in Personal Lines and Commercial Lines Insurance. Active 4-40 License since September of 2022. Also actively working on 2-20 P&C License as of 11/2024. Ambitious agent eager to learn and study the complexity of the Insurance Industry.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager
State Farm
02.2024 - Current
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
Insurance Sales Representative
Allstate Insurance Co
09.2022 - 02.2024
- Maintained a high level of product knowledge, staying current on industry trends and changes in regulations.
- Increased policy sales by developing and maintaining strong relationships with clients.
- Conducted thorough risk assessments, identifying potential gaps in coverage and recommending appropriate solutions.
- Managed a diverse portfolio of accounts, offering personalized attention to each client to foster loyalty and trust.
- Leveraged referrals from satisfied clients, capitalizing on word-of-mouth marketing to grow the book of business substantially over time.
Logistics Assistant
Multi-links Media
05.2022 - 09.2022
- Oversaw daily inventory counts to maintain data accuracy.
- Prepared reports tracking information such as purchase orders, inventory numbers, and invoicing activities.
- Coordinated driver dispatch to accomplish daily delivery requirements.
- Managed purchase order processing from initiation to completion, verifying accuracy at each stage to prevent errors or delays in fulfillment.
- Reduced order fulfillment times with effective coordination of logistics processes and transportation schedules.
Construction Assistant
AMM GENERAL SERVICES
12.2021 - 05.2022
- Loaded, unloaded, and moved material to and from storage and production areas.
- Utilized construction tools and machinery to effectively complete job site projects.
- Followed orders closely to help prepare for jobs, ready sites, complete assignments and clean up work areas at completion.
- Maintained organized job sites, contributing to enhanced worker productivity and faster completion times.
- Ensured compliance with all relevant regulations and codes, facilitating smooth inspections and approvals from local authorities.
Education
Associate of Arts - Finance
Palm Beach State College
Lake Worth, FL11-2025
High School Diploma -
Monarch High School
Coconut Creek, FL04-2022
Skills
- Policy administration
- Customer Service
- Problem-solving abilities
- Quotes and sales
- Insurance sales
- Strong interpersonal skills
- Trilingual - English, Portuguese, & Spanish (ENG and POR Native, Spanish - Intermediate)
- Policy Knowledge
- Risk Assessment
Certification
- 4-40 Licensed Customer Service Representative, Sep 2022
Languages
English
Native or Bilingual
Portuguese
Native or Bilingual
Spanish
Professional Working
Timeline
Personal Lines Account Manager
State Farm
02.2024 - Current
Insurance Sales Representative
Allstate Insurance Co
09.2022 - 02.2024
Logistics Assistant
Multi-links Media
05.2022 - 09.2022
Construction Assistant
AMM GENERAL SERVICES
12.2021 - 05.2022
Associate of Arts - Finance
Palm Beach State College
High School Diploma -
Monarch High School