HEIDY D ALVAREZ
Hollywood
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
5
5
years of professional experience
1
1
Certification
Work History
Retention Manager
DEL TORO INSURANCE
07.2024 - Current
- Collaborated with sales teams to identify at-risk clients and implement retention strategies accordingly.
- Improved customer retention by developing and implementing targeted strategies for various client segments.
- Led training sessions for staff on best practices in customer service, contributing significantly to an improved company-wide focus on client satisfaction.
- Spearheaded the development of a comprehensive knowledge base for internal use, allowing team members to provide more efficient support to clients.
Insurance Agency Manager
Estrella Insurance
09.2022 - 06.2024
- 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.
- Analyzed detailed reports on agency performance metrics to identify areas of strength and opportunity.
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
Retention Manager
DEL TORO INSURANCE
07.2024 - Current
Insurance Agency Manager
Estrella Insurance
09.2022 - 06.2024
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
Similar Profiles
Nancy CanovasNancy Canovas
Insurance Sales Agent at Del Toro InsuranceInsurance Sales Agent at Del Toro Insurance
Ivon LugoIvon Lugo
Customer Service Representative at Del Toro InsuranceCustomer Service Representative at Del Toro Insurance
Indira CalaIndira Cala
Manager of the Commercial Lines Department at Del Toro InsuranceManager of the Commercial Lines Department at Del Toro Insurance
Lisette A. HerediaLisette A. Heredia
Property Manager at Somerset Grove Apartments / Somerset Phase IV & VProperty Manager at Somerset Grove Apartments / Somerset Phase IV & V
Kseniia ZorinaKseniia Zorina
General Manager at Magic City Auto Group LLCGeneral Manager at Magic City Auto Group LLC