Summary
Overview
Work History
Education
Skills
Timeline
Generic

Indira Cala

Miami,FL

Summary

Focused and dedicated insurance professional with 8 years of experience providing superior customer service and rates for Property & Casualty policies. Very good Knowledge of different types of policies of Commercial Lines as Commercial General Liability, Workers Compensation, Commercial Umbrella, Business Owner policies, Truckers, Commercial Watercraft, Commercial Property, Inland Marine, Professional Liability, Commercial Auto and Cyber. As well as Personal Lines: Homeowners policy, Personal Auto, Boats, Flood, Personal Umbrella and more. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.

Forward-thinking Manager with comprehensive experience implementing new processes and managing and planning innovations. Bringing outstanding problem-solving and abilities paired with in-depth knowledge of policies and procedures. Polished in evaluating employee performance and overseeing key projects.

Overview

8
8
years of professional experience

Work History

Manager of the Commercial Lines Department

Del Toro Insurance
Miami, FL, FL
07.2023 - 07.2024
  • Coached, mentored and trained team members in order to improve their job performance.
  • Conducted regular meetings with staff to discuss progress and identify areas of improvement.
  • Developed and implemented strategies to increase customer satisfaction and loyalty.
  • Established processes to ensure efficient workflow throughout the organization.
  • Maintained up-to-date records of employee attendance, payroll information, vacation requests.
  • Created monthly reports for senior management summarizing operational performance metrics.
  • Assessed team member's skillsets and assigned tasks accordingly for optimal efficiency.
  • Enforced customer service standards and resolved customer problems to uphold quality service.
  • Oversaw daily operations, maintaining efficiency and quality standards.
  • Enhanced team member performance through use of strategic and tactical approaches, motivational coaching and training.
  • Oversaw marketing initiatives, increasing brand awareness and sales.
  • Assigned tasks to associates to fit skill levels and maximize team performance.
  • Facilitated team meetings and workshops to foster collaboration and share best practices.
  • Implemented process improvements, resulting an increase in operational efficiency.
  • Monitored staff performance and addressed issues.
  • Established and monitored KPIs to evaluate performance and identify areas for improvement.
  • Developed and implemented strategic plans to achieve company objectives.
  • Resolved customer complaints and issues promptly, maintaining a positive brand image.
  • Managed risk by developing and implementing effective risk management strategies.
  • Analyzed market trends and competitor activity to inform business strategy.
  • Resolved customer inquiries and complaints requiring management-level escalation.
  • Proposed or approved modifications to project plans.
  • Delegated work to staff, setting priorities and goals.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.

INSURANCE SALES AGENT

Network Insurance Company LLC DBA Network Insuranc
MIAMI, FL
04.2021 - 07.2023
  • Responded to customer inquiries and problems to promote great service
  • Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs
  • Analyzed customer needs and provided best options, upselling products and services
  • Engaged customers and provided high level of service by carefully explaining details about documents
  • Researched insurance plans to find good options for clients' needs
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services
  • Pursued new clients through various marketing strategies to grow existing portfolio of policyholders
  • Received underwriting approvals after accurately completing applications for insurance coverage
  • Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements
  • Prepared proposals and conducted closing interviews to sell insurance products
  • Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs
  • Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families
  • Counseled prospects and policyholders on coverage, limits and regulations
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices
  • Contacted underwriters and submitted forms to obtain binder coverage
  • Sought out new clients and developed clientele by networking to find new customers
  • Developed appropriate quotes based on risk information
  • Monitored clients' insurance coverages to ensure changing needs were met
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.

440 CSR, SALES

Estrella Insurance
Miami, FL
11.2016 - 04.2021
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service
  • Worked with fellow sales team members to achieve group targets
  • Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations
  • Answered inbound calls, chats and emails to facilitate customer service
  • Demonstrated excellent communication skills in resolving product and consumer complaints
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor
  • Helped customers find specific products, answered questions and offered product advice
  • Collected payments and provided accurate change
  • Consulted with customers to resolve service and billing issues
  • Developed trusting relationships with customers by making personal connections.

Education

Some College (No Degree) - 0220 Property & Casualty

ExamFX-Online
Miami, FL
12-2021

Some College (No Degree) - 0214 Life And Variable Annuities

ExamFX - Online
Miami, FL
09-2021

Some College (No Degree) - 0440 Customer Service Representative

Miami Dade College
Miami, FL
07-2015

Skills

  • Asset Protection Expertise
  • Insurance Sales Strategy
  • Email Marketing
  • Client Prospecting
  • Client Interviews
  • Service-Oriented
  • Records Maintenance
  • Premium Calculations
  • Policyholder Communication
  • Underwriter Collaboration
  • Insurance Policy Sales
  • Binder Coverage
  • Policy Changes
  • Policy Renewals
  • Document Control
  • Underwriter Selection
  • Verbal and Written Communication
  • Insurance Coverage Verification
  • Marketing Strategy Development
  • Policy Adjustment Knowledge
  • Team Training and Development
  • Policy Management Expertise
  • Health Insurance Sales
  • New Agent Training
  • Insurance Eligibility
  • Insurance Claim Regulations
  • Billing Procedures
  • Customer Referrals
  • Client Consultations
  • Data Entry
  • Property and Casualty Insurance Sales
  • Customer Billing
  • Sales Reporting
  • Insurance Practices
  • Call Center Customer Service
  • Life Insurance Sales
  • Final Expense Insurance
  • Licensing Requirements
  • Requirements Reviews
  • Performance Management
  • Business Development
  • Strategic Planning
  • Marketing
  • Staff Training and Development
  • Verbal and written communication
  • Staff Management
  • Complex Problem-Solving
  • Sales management
  • Performance Evaluations
  • Business Planning
  • Customer Relationship Management (CRM)
  • Sales Techniques
  • Key Performance Indicators

Timeline

Manager of the Commercial Lines Department

Del Toro Insurance
07.2023 - 07.2024

INSURANCE SALES AGENT

Network Insurance Company LLC DBA Network Insuranc
04.2021 - 07.2023

440 CSR, SALES

Estrella Insurance
11.2016 - 04.2021

Some College (No Degree) - 0220 Property & Casualty

ExamFX-Online

Some College (No Degree) - 0214 Life And Variable Annuities

ExamFX - Online

Some College (No Degree) - 0440 Customer Service Representative

Miami Dade College
Indira Cala