Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Iliana Curi

West Palm Beach

Summary

Dynamic insurance professional with a goal-oriented mindset and a commitment to integrity, honed at UniVista Insurance. Proven track record in policy analysis and exceptional customer service, successfully cross-selling products and conducting risk assessments. Adept at navigating complex situations, ensuring client satisfaction while maintaining compliance with industry regulations.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Property and Casualty Insurance Agent

UniVista Insurance
01.2025 - Current
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
  • Conducted comprehensive risk assessments for prospective clients, identifying specific needs and recommending appropriate coverage solutions.

Life and Health Insurance Agent

GroupOne USA
02.2022 - Current
  • Maintained compliance with all industry regulations while completing paperwork accurately and efficiently.
  • Educated clients on the intricacies of their health insurance policies, empowering them to make informed decisions.
  • Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
  • Efficiently managed high-pressure situations such as claim denials or unexpected policy cancellations.
  • Compiled and maintained client records to monitor health insurance policies and premiums paid.
  • Ensured seamless transition between policies by properly coordinating client renewals or adjustments.

Federal and State Income Tax Preparer

USA TAX Services
01.2017 - Current
  • Assist clients individual and small business clients with their Federal Income Tax Preparation.
  • Bookkeeping Services.
  • Identified potential audit triggers during the review process, reducing the risk of IRS scrutiny for clients.
  • Helped resolve disputes between clients and taxing authorities by providing expert advice and representation during audits or appeals processes.
  • Collaborated with colleagues to provide comprehensive tax services for individual taxpayers and small businesses.
  • Established trust with new clientele through thorough consultations before beginning the tax preparation process.
  • Organized client files both physically and digitally, facilitating easy access to important documents when needed.
  • Maintained up-to-date knowledge of ever-changing tax laws, ensuring accurate advice and guidance for clients.

Call Center Representative

Palm Beach County Tax Collector
04.2015 - 02.2020
  • Managed high call volumes while providing exceptional customer support and maintaining professional composure.
  • Handled escalated calls professionally, effectively resolving complex issues and ensuring client satisfaction at all times.
  • Mastered multiple software systems for seamless navigation during calls, improving efficiency and reducing hold times for customers.
  • Enhanced customer satisfaction by efficiently addressing and resolving inquiries in a timely manner regarding Driver License, Motor Vehicle, Business Tax and Property Tax.

Education

Associate of Science - Accounting

Palm Beach State College
Lake Worth, FL
05-2014

Skills

  • Integrity and ethics
  • Goal-oriented mindset
  • Policy analysis
  • Continuing education
  • Customer service

Certification

  • CNP - Certified Notary Public

Languages

Spanish
Full Professional

Timeline

Property and Casualty Insurance Agent

UniVista Insurance
01.2025 - Current

Life and Health Insurance Agent

GroupOne USA
02.2022 - Current

Federal and State Income Tax Preparer

USA TAX Services
01.2017 - Current

Call Center Representative

Palm Beach County Tax Collector
04.2015 - 02.2020

Associate of Science - Accounting

Palm Beach State College

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