GENOVEVA POLANCO
Kissimmee,FL
Summary
Licensed insurance agent with a strong commitment to sales, lead generation and quality customer service. Seeks a position offering new challenges and opportunities for career growth and advancement.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Insurance Agent
Assurance IQ
05.2023 - Current
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customers calls promptly to resolve issues and customer's questions.
Office Manager
R P Transportation
03.2019 - 02.2023
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Member of the leadership team who oversees the entire business.
Financial Consultant
PNC Bank, N.A.
05.2015 - 12.2019
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.
- Ability to multi-task and work efficiently and effectively to meet required deadlines.
Lead Teller
Capital One Bank
01.2013 - 04.2015
- Enhanced customer satisfaction by efficiently managing transactions and addressing inquiries.
- Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
- Maintained compliance with federal regulations and bank policies, mitigating risk exposure for the institution.
Lead Teller
Wells Fargo Bank
10.2008 - 11.2013
- Boosted branch sales with proactive product recommendations based on customer needs.
- Assisted in training new tellers to ensure a consistent level of excellent service across the team.
- Enforced compliance with bank regulations and policies to reduce financial risks.
Education
BBA - Business Administration
Baruch College of The City University of New York
New York, NY01.1998
Skills
- AHIP Certification 2024
- 16 Active State Licenses
- Bilingual- Spanish
- Negotiation Skills
- Warm and Cold Leads Development
- Personable
Certification
Accident and Health Insurance License
Life Insurance License
Timeline
Insurance Agent
Assurance IQ
05.2023 - Current
Office Manager
R P Transportation
03.2019 - 02.2023
Financial Consultant
PNC Bank, N.A.
05.2015 - 12.2019
Lead Teller
Capital One Bank
01.2013 - 04.2015
Lead Teller
Wells Fargo Bank
10.2008 - 11.2013
BBA - Business Administration
Baruch College of The City University of New York
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