YAZMIN GONZALEZ
Winter Haven,FL
Summary
Can offer demonstrated proficiency in insurance products and services. I've trained in reviewing documents, working with internal and external parties and resolving routine and challenging concerns. I am capable of identifying and resolving problems. I seek to maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. I am always eager to learn something new.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Insurance Account Specialist
State Farm Insurance
05.2020 - Current
- As a sales and account specialist, I meet monthly and yearly sales for auto, home and life policies.
- Responsible for helping existing clients with their insurance needs such as policy changes, making sure claims get paid, underwriting requirements and identifying new sales opportunities by doing annual reviews for insurance needs.
- Manage work assignments and cases for team.
- Collect, report and maintain data in program tracking systems for statistics and case management reporting.
- Help existing clients with translating English/Spanish for claim procedures.
- Studied underwriting rules and policies for company.
- Streamlined the underwriting process for increased efficiency and faster policy issuance.
Independent Insurance Agent
Amerilife Marketing Group LLC
03.2019 - 05.2020
- As an independent insurance agent, my work was to set up appointments with potential clients and existing clients to provide services for health, life and investment products.
- Utilized various techniques to build relationships with customers and drive sales and led educational seminars and product demonstrations.
- Monitored weekly sales to write reports for senior leadership and streamline operational processes.
Customer Service Representative
State Farm Insurance
06.2016 - 03.2019
- As a customer service representative, I assisted clients with auto and home sales and policy changes.
- Determined financial needs by assessing existing coverage and aligning new products and service with long term goals.
- Maintained regular contact with clients and identified opportunities to deliver added value to client relationships.
- Was also responsible for processing vehicle loans and refinances for new and existing clients.
Education
Diploma -
Lake Wales High School
Lake Wales, FL05.2015
Skills
- Customer Service
- Communication
- Computer Proficiency
- Data Entry
- Sales & Marketing
- Bilingual - Spanish
- Auto & Home Insurance
- Life Insurance
- Health Insurance
- Time Management
- Decision Making
- Language Translating
- Underwriting & claims knowledge
Certification
- 4-40 Customer Representative License
- 2-15 Life, Health and Annuities License
References
- Rebecca Rodriguez, Former Coworker, State Farm, 863-206-5210
- Patricia Martinez, Past Coworker, Blackwelder Insurance, 863-241-3971
- Sarya Brown, Personal Friend, Magnolia Steel Designs, 863-456-9235
Timeline
Insurance Account Specialist
State Farm Insurance
05.2020 - Current
Independent Insurance Agent
Amerilife Marketing Group LLC
03.2019 - 05.2020
Customer Service Representative
State Farm Insurance
06.2016 - 03.2019
Diploma -
Lake Wales High School
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