FRANCHESCA STEPHENS
Daytona Beach,FL
Summary
Licensed insurance professional with strong track record in risk assessment, policy analysis, and underwriting decisions. Adept at collaborating with teams to drive results and adapt to changing needs. Skilled in evaluating complex data, identifying potential risks, and developing targeted solutions. Reliable team player with focus on achieving optimal outcomes.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Licensed Field Underwriter
Symmetry Financial Group
Daytona Beach, FL
03.2026 - Current
- Analyzed client needs to determine appropriate coverage options and policy recommendations.
- Conducted in-depth risk assessments to evaluate financial exposure and underwriting guidelines.
- Collaborated with clients to facilitate seamless application processes and ensure compliance with regulatory standards.
- Developed training materials for new underwriters, enhancing team knowledge and productivity.
- Implemented strategic underwriting strategies that aligned with company goals and market trends, optimizing profitability.
- Facilitated cross-functional collaboration between departments such as claims, actuarial, legal, and finance teams to ensure seamless service delivery.
Career Agent
Liberty National Life Insurance Company
Daytona Beach, FL
12.2025 - 03.2026
- Developed tailored insurance solutions addressing client needs and financial goals.
- Cultivated strong relationships with clients, enhancing customer satisfaction and retention rates.
- Conducted comprehensive market analysis to identify growth opportunities and competitive positioning.
- Streamlined application processes, reducing turnaround time for policy approvals and client onboarding.
Licensed Benefits Advisor
Healthinsurance.com
04.2021 - 12.2025
- Advise clients on health insurance options, ensuring compliance with federal and state regulations.
- Assist customers in understanding plan benefits, costs, and eligibility requirements.
- Provide personalized recommendations based on client needs and budget.
- Manage inbound and outbound calls to educate and enroll clients in appropriate insurance plans.
- Maintain accurate records of client interactions and policy details in CRM systems.
- Consistently exceed sales targets while ensuring a positive and compliant customer experience.
- Remote
Mexico Account Representative
Total Quality Logistics
Daytona Beach, FL
10.2024 - 04.2025
- Served as primary point of contact for assigned clients to resolve issues or complaints and provide updates on new products or services.
- Maintained detailed records of all transactions within assigned accounts.
- Provided account support by responding to inquiries in a timely manner.
- Improved and streamlined service to existing clients by maintaining positive, helpful approach.
- Generated new business through cold calling and referrals.
- Used knowledge of customer needs to form account strategies, promoting long-term value.
Logistics Account Executive
Total Quality Logistics
Daytona Beach, FL
04.2024 - 10.2024
- Cold call (80+ calls daily)
- Close business over the phone
- Sell freight to carriers
- Build and maintain carrier relationships
- Build and maintain customer relationships
- Run operations on the freight over the road
- Monitored shipment progress against expected timelines to ensure timely deliveries were achieved.
- Evaluated current procedures for compliance with applicable regulations and standards.
- Utilized data analytics tools to identify trends in customer demand and forecast future requirements.
- Developed a comprehensive understanding of the logistics and supply chain industry, with specific emphasis on freight forwarding services.
- Established pricing models that accurately reflect market conditions while providing competitive advantages.
- Provided support during peak periods by managing additional workloads as needed.
- Facilitated communication between customers and suppliers to ensure timely delivery of goods.
- Managed daily operations within budget constraints while ensuring quality service delivery.
Sales Representatives
Arch Telecom
Lake Mary, US
11.2023 - 04.2024
- Account analysis for best promotions
- Sell cellphones, tablets and computer devices
- Receive and count inventory
- Conduct market research to identify potential customers and competitors in the wireless communication industry
- Develop and maintain relationships with existing and potential customers
- Analyze sales data to identify trends and opportunities for improvement
- Identify and recommend promotional strategies for new cellphones, tablets, and computer devices based on account analysis
Inbound Call Center Representative
Holiday Inn Club Vacations
Orlando, FL
09.2023 - 11.2023
- Inbound calls get transferred to me and I sell vacation packages over the phone to customers
Assistant Manager
Verizon Wireless Zone Authorized Wireless Retailer
Brewster, NY
01.2022 - 07.2023
- Performed onsite, in-store retail sales
- Built close relationships with customers
- Stocked shelves
- Resolved register transaction issues
- Answered customer questions and addressed problems
- Responsible for retail sales
- Successfully negotiated sales of over 5,000 dollars
Sales Representative
Cellular Sales
Brewster, NY
08.2021 - 01.2022
- Selling Verizon services and devices
- Sell cellphones, tablets and computer devices
- Receive and count inventory
- Conduct market research to identify potential customers and competitors in the wireless communication industry
- Develop and maintain relationships with existing and potential customers
- Analyze sales data to identify trends and opportunities for improvement
Assistant Manager
Burger King
Poughkeepsie, NY
06.2018 - 08.2021
- Performed onsite, in-store retail sales
- Built close relationships with customers
- Stocked shelves
- Resolved register transaction issues
- Answered customer questions and addressed problems
- Responsible for retail sales
- Successfully negotiated sales of over 5,000 dollars
Education
High school diploma - undefined
Roy C Ketcham Senior High School
Wappingers Falls, NY06.2020
Skills
- Cash Handling
- Inventory Control Management
- Merchandising
- Recruiting
- Sales
- Supervising
- Upselling
- Leadership
- Store Management
- Retail Management
- Sales Management
- Interviewing
- Customer Service
- Computer literacy
- Retail Sales
- Pricing
- Cold Calling
- Negotiation
- Customer retention
- Financial planning
- Budgeting
- Account Analysis
- Relationship Building
- Promotional Strategies
- Wireless Communication
- Sales Analysis
- Inbound Sales
- Attention to Detail
- Active Listening
- Verbal Communication
- Excellent Customer Service
- Contribution to Company Growth
- Data Analysis
- Customer Relationship
- Product Knowledge
- Account management
- Goal oriented
- Prospecting skills
- Customer relationship management
- Task prioritization
- Problem-solving abilities
- Multitasking Abilities
- Continuous improvement
- Relationship building
- Reliability
- Adaptability and flexibility
- Professional demeanor
- Decision-making
- Point of sale operation
- Written communication
- Order processing
- Stock management
- Adaptability
- Food safety and sanitation
- Attention to detail
- Customer satisfaction
- Effective communication
- Team leadership
- Persuasive communication
- Cold calling
- Lead generation
- Cross-selling
- Brand representation
- Insurance underwriting
- Policy analysis
LANGUAGES
Spanish
Native
Dominican Republic
PERSONAL INFORMATION
Age: 24
Certification
FL - 0240 Health Insurance License
FL - 0215 Life, Annuity & Variables License
Also licensed for Health in 30+ states.
Timeline
Licensed Field Underwriter
Symmetry Financial Group
03.2026 - Current
Career Agent
Liberty National Life Insurance Company
12.2025 - 03.2026
Mexico Account Representative
Total Quality Logistics
10.2024 - 04.2025
Logistics Account Executive
Total Quality Logistics
04.2024 - 10.2024
Sales Representatives
Arch Telecom
11.2023 - 04.2024
Inbound Call Center Representative
Holiday Inn Club Vacations
09.2023 - 11.2023
Assistant Manager
Verizon Wireless Zone Authorized Wireless Retailer
01.2022 - 07.2023
Sales Representative
Cellular Sales
08.2021 - 01.2022
Licensed Benefits Advisor
Healthinsurance.com
04.2021 - 12.2025
Assistant Manager
Burger King
06.2018 - 08.2021
High school diploma - undefined
Roy C Ketcham Senior High School