Summary
Overview
Work History
Education
Skills
Websites
Certification
LET’S CONNECT
Languages
Timeline
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Giovani Lima Soares

Madison,WI

Summary

Dynamic account manager in the insurance sector with extensive expertise in sales, financial management, and client services. Licensed in Wisconsin for Property and Casualty, Life and Annuities, Sickness, Accident, and Health insurance, demonstrating a proven track record of fostering strong client relationships. A former college athlete exemplifying a robust work ethic, discipline, and a collaborative spirit, ensuring success in team-oriented environments. Multilingual capabilities enhance communication across diverse settings, complemented by quick learning ability and adaptability that consistently drive results.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Account Manager

Cliff Insurance Agency
Madison, WI
06.2025 - Current

● Assists managing a portfolio of around 4,000 personal and commercial insurance clients, providing tailored coverage solutions and ensuring high client satisfaction.

● Prepare and present competitive quotes from multiple insurance carriers, matching clients with optimal coverage at the best rate.

● Close new business by effectively explaining policy options, coverage benefits, and pricing, contributing to monthly sales targets.

● Serve as the first point of contact for inbound clients and prospect phone calls, delivering prompt and professional service.

College Financial Representative

Northwestern Mutual
Omaha, NE
03.2025 - 06.2025
  • Participated in client meetings to enhance sales skills and develop as a financial representative.
  • Refined entrepreneurial and communication skills through direct client interaction and professional development, completing over 20 calls per week to prospective new clients.
  • Engaged in weekly coaching, training, and developmental meetings.
  • Developed a professional network while assisting individuals in achieving financial freedom.

Operation Assistant

Bellevue University
Bellevue, NE
07.2023 - 06.2025
  • Nominee, Student Employee of The Year Award 2024-2025.
  • Managed day-to-day operations at the Gordon Lozier Athletic Center.
  • Managed cash transactions for tickets and concessions during game days (Men’s and Women’s basketball and Women’s Volleyball), consistently generating approximately $400 in revenue per event.
  • Assisted coaches, employees, and Athletic Trainers in organizing, storing, and cleaning offices and facilities.
  • Performed daily maintenance on the basketball court using the Zamboni.

Computer Lab Assistant

NIACC
Mason City, IA
08.2021 - 12.2022
  • Provided support to an average of 20 students daily, addressing computer-related inquiries at the NIACC library.
  • Assisted students with logging in, unlocking accounts, and printing documents.
  • Advised students on essay composition and outline standards, contributing to improved academic performance.

Janitor

NIACC
Mason City, IA
05.2021 - 08.2021
  • Assisted the college cleaning team in maintaining the cleanliness of housing dormitories during the summer.
  • Cleaned approximately ten suites daily, ensuring high standards of hygiene and comfort.
  • Operated a carpet shampoo machine across a sprawling 106,790 square-foot housing facility spanning four floors in each of its two wings.
  • Communicated efficiently with fellow team members to achieve deadlines faster since students would start moving back in early August.

Salesman

Investis Capital Advisory
São Paulo, Brazil
01.2020 - 12.2020
  • Captured and converted leads to sales by initiating outbound calls to prospective auto insurance clients obtained from a marketing platform.
  • Effectively communicated policy features and benefits to secure contracts and generate revenue.
  • Used communication and sales skills to build a trusting relationship with clients.
  • Led the Sales Team with 43 sales in the year.

Education

Bachelor of Science - Business Administration

Bellevue University
Bellevue, NE
06.2025

Associate's in arts -

North Iowa Area Community College
Mason City, IA
12.2022

Skills

  • Languages: Trilingual – English, Portuguese, Spanish
  • Core Strengths: Leadership, Communication, Strategic Thinking, Critical Thinking
  • Professional Qualities: Strong Work Ethic, Resilience, Time Management, Adaptability
  • Mindset: Results-oriented, Highly Motivated, Fast Learner
  • Work Expertise: Customer service, Account management and Sales expertise

Certification

  • Life and Annuities, Sickness, Accident and Health Insurance License
  • Nebraska Department of Insurance, NE
  • Expires July 2026

LET’S CONNECT

Scan the QR code for my LinkedIn profile

Languages

Spanish
Native or Bilingual
Portuguese
Native or Bilingual
English
Native or Bilingual

Timeline

Account Manager

Cliff Insurance Agency
06.2025 - Current

College Financial Representative

Northwestern Mutual
03.2025 - 06.2025

Operation Assistant

Bellevue University
07.2023 - 06.2025

Computer Lab Assistant

NIACC
08.2021 - 12.2022

Janitor

NIACC
05.2021 - 08.2021

Salesman

Investis Capital Advisory
01.2020 - 12.2020

Bachelor of Science - Business Administration

Bellevue University

Associate's in arts -

North Iowa Area Community College