HEIDY D ALVAREZ
Miami,FL
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Insurance Agency Manager
Estrella Insurance
04.2024 - Current
- Streamlined operations by adopting innovative insurance processing software, improving efficiency within the team.
- Enhanced client satisfaction rates through personalized consultations and tailored policy recommendations.
- Optimized policy renewal processes to ensure timely updates of coverage terms and maintain high retention rates among existing clients.
- Led team meetings focused on strategic planning, goal-setting, and fostering a collaborative atmosphere within the agency.
- Managed day-to-day operations including staffing schedules, claims handling procedures, compliance audits, office maintenance, and inventory management.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Insurance Sales Agent
Fiesta Auto Insurance & Tax Service
11.2023 - 04.2024
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Contributed to agency success by consistently meeting or exceeding monthly sales targets.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Generated quotes and proposals for clients to match individual needs.
- Expanded client base by generating referrals from satisfied customers and networking within the community.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Insurance Sales Agent
ESTRELLA INSURANCE
09.2022 - 10.2023
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Sold auto, health and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Generated quotes and proposals for clients to match individual needs.
- Registered customer information on database to enable tracking history and maintain accurate records.
- Followed up promptly with interested clients to close sales.
- Met with prospective clients to discuss insurance needs and provide solutions.
Underwriter
GOLDEN TRUST INSURANCE
02.2022 - 08.2022
- Supported review and acceptance or denial of new or renewal business.
- Determined and documented loan conditions and communicated requirements and decisions.
- Analyzed credit, income, compliance, title documents, and appraisals during underwriting process.
- Reviewed applications for insurance coverage and reports from loss control specialists to determine risks.
- Identified and resolved application discrepancies for accuracy and compliance with relevant regulations.
- Collaborated with other professionals to develop innovative underwriting solutions.
Customer Service Representative
E&G INSURANCE CORP
10.2020 - 01.2022
- Provided primary customer support to internal and external customers.
- Answered constant flow of customer calls with minimal wait times.
- Updated account information to maintain customer records.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responded to customer requests for products, services, and company information.
Education
High School Diploma -
Coral Gables Senior High School
05.2021
Skills
- Policy Adjustment Knowledge
- Account Retention
- Carrier Relations
- Product Knowledge
- Health Insurance Industry Knowledge
- Customer Service
- Property and Casualty Insurance SalES
- Call Center Customer Service
- Lead Prospecting
- Commercial Lines
- Manage Renewals
- Data Collections
- Cross-selling abilities
- Sales management
- Regulatory Compliance
- Operations Management
Certification
- Licensed 02-20 General Lines Agent
- Licensed 02-15 Life & Health
- Licensed Notary Public
- Certified Tax preparer
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Insurance Agency Manager
Estrella Insurance
04.2024 - Current
Insurance Sales Agent
Fiesta Auto Insurance & Tax Service
11.2023 - 04.2024
Insurance Sales Agent
ESTRELLA INSURANCE
09.2022 - 10.2023
Underwriter
GOLDEN TRUST INSURANCE
02.2022 - 08.2022
Customer Service Representative
E&G INSURANCE CORP
10.2020 - 01.2022
High School Diploma -
Coral Gables Senior High School
- Licensed 02-20 General Lines Agent
- Licensed 02-15 Life & Health
- Licensed Notary Public
- Certified Tax preparer
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