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Licensed Insurance Agent
Independent Employer
Orlando, FL
2024 - Current
- Assisted in the development of training materials for new agents entering the field.
- Resolved disputes between customers and insurers by researching and interpreting policy language.
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Initiated contact with potential clients through cold calling and networking activities.
- Responded promptly to customer inquiries via phone calls or emails in a professional manner.
- Developed and implemented sales strategies to increase market share of insurance products.
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
- Prepared detailed reports analyzing the effectiveness of marketing campaigns.
- Participated in industry events such as conventions, seminars, workshops.
- Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
- Collaborated with internal teams such as Underwriters and Claims Adjusters to ensure accuracy.
- Performed routine follow-up calls to assess customer satisfaction with products and services.
- Provided guidance and support to less experienced agents during onboarding process.
- Identified opportunities for cross-selling additional policies or services to existing customers.
- Provided assistance with billing inquiries, payment processing, and customer service issues.
- Researched complex underwriting issues and provided solutions for customers' satisfaction.
- Negotiated contracts with providers to secure competitive rates for customers.
- Established relationships with vendors that provide services related to insurance products.
- Maintained accurate records of client information including contact details and policy changes.
- Exceeded company sales goals for new policies.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Upsold products to policyholders and potential new clients.
- Pursued continued professional development through insurance workshops, course and webinars.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Responded to customer inquiries and problems to promote great service.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Achieved repeat business and referrals through personalized services.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Strengthened traceability by developing organization systems for keeping records, reports, and agendas.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
- Improved data collection accuracy by structuring systems for desktop spreadsheets.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Developed appropriate quotes based on risk information.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Greatly improved office operations by reducing backtracking of work through creation of material movement process.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
Department Manager
Walmart super center
Orlando, FL
2004 - 2014
- Resolved customer complaints and issues promptly and professionally.
- Ensured compliance with company policies and relevant regulations.
- Participated actively in strategic planning sessions with top executives from different divisions.
- Identified training needs among staff members and organized relevant workshops accordingly.
- Maintained up-to-date records of inventory levels for efficient ordering and stocking purposes.
- Coached and trained new staff members, providing guidance on department policies and procedures.
- Ensured compliance with all safety regulations in the workplace.
- Monitored daily sales figures to track trends in customer buying behavior.
- Implemented cost-saving initiatives throughout the Department while maintaining high standards of quality assurance.
- Conducted regular performance reviews to monitor progress of individual employees.
- Developed promotional campaigns to increase brand recognition in target markets.
Secretary's Assistant
Vick & HVAC Handyman
Orlando, FL
2014 - 2020
- Greeted visitors in a professional manner and directed them to appropriate personnel or departments.
- Managed calendars of multiple executives and managers simultaneously ensuring that all deadlines were met in a timely fashion.
- Ordered office supplies when needed.
- Assisted with special projects assigned by the secretary or management team members.
- Managed mail distribution within the department; opened, sorted, and distributed mail to the appropriate personnel.
- Processed invoices and other financial records.
- Maintained effective communication with internal customers regarding status updates on projects.
- Organized and maintained filing systems, both paper and electronic.
- Monitored inventory levels of office supplies in order to ensure adequate stock was available at all times.
- Proofread documents before submission to ensure accuracy of content and grammar.
- Scheduled appointments and meetings for the secretary.
- Prepared documents such as letters, memos, reports, spreadsheets, presentations. using Microsoft Office Suite.
- Performed data entry tasks into software programs such as Excel spreadsheets or Access databases.
Substitute Teacher
Kelly Services
Orlando, FL
2020 - 2024
- Organized lesson plans and activities for students.
- Participated in staff meetings and professional development workshops.
- Provided feedback on assignments or projects given by the regular teacher.
- Monitored student progress throughout the day.
- Integrated technology into lessons whenever possible.
- Implemented differentiated instruction strategies based on individual student needs.
- Maintained a safe learning environment by enforcing school rules and regulations.
- Participated in professional development programs related to education topics.
- Collaborated with other teachers to ensure student success.
- Created an environment conducive to learning while managing challenging behaviors.
- Utilized various teaching methods such as lectures, discussions, audio-visual presentations.
- Administered tests and assessments according to school guidelines.
- Assisted with classroom management issues when needed.
- Maintained accurate records of student performance, attendance and behavior.
- Maintained accurate records of student attendance and performance.
- Implemented school policies and procedures in the classroom.
- Ensured that each student had access to appropriate materials and resources.
- Served as a mentor for new substitute teachers when necessary.
- Encouraged positive behavior among students through effective communication techniques.
- Developed creative learning strategies to engage all types of learners.
- Supported special needs students by providing individual instruction as needed.
- Monitored student progress and provided feedback for improvement.
- Adapted teaching methods to accommodate diverse learning styles.
- Promoted a safe and secure atmosphere within the classroom setting.
- Provided instruction and guidance to students in the absence of a regular teacher.
Associate of Science - Business Administration
Everest University
Orlando, FL11-2010
- Team training and development
- Insurance sales strategy
- New Agent Training
- Email Marketing
- Policy management expertise
- Asset Protection
Licensed Insurance Agent
Independent Employer
2024 - Current
Department Manager
Walmart super center
2004 - 2014
Secretary's Assistant
Vick & HVAC Handyman
2014 - 2020
Substitute Teacher
Kelly Services
2020 - 2024
Associate of Science - Business Administration
Everest University
