Iona Bowen
Fort Lauderdale,FL
Summary
Results-driven Realtor Associate with expertise in customer relationship management and regulatory compliance. Skilled in financial needs assessments and cross-selling financial products, driving client satisfaction and loyalty.
Overview
20
20
years of professional experience
3
3
Certifications
Work History
Realtor Associate
The Keyes Company
Pembroke Pines, FL
06.2024 - Current
- Managed client relations, providing tailored representation for buyers and sellers to ensure satisfaction and successful transactions.
- Guide clients through real estate transactions, ensuring compliance with legal and financial requirements.
- Advised clients on market trends and property valuations, helping them make informed investment decisions.
- Facilitated open houses, showcasing properties effectively to attract potential buyers and increase visibility.
- Updated client databases to ensure accurate information management.
Health Insurance Agent
Florida Blue
FORT LAUDERDALE, FL
12.2022 - Current
- Conducted financial consultations to recommend tailored health and life insurance products, enhancing client satisfaction.
- Educated clients on cost-effective coverage options and financial implications of policy choices, empowering informed decisions.
- Maintain detailed records in compliance with HIPAA and state regulatory standards.
- Supported clients with claims, renewals, and policy adjustments to foster long-term loyalty and trust.
Payroll Coordinator
Voters United
Pompano Beach, Florida
01.2019 - 01.2026
- Oversaw payroll processing for 50+ contractors, ensuring timely and accurate compensation.
- Managed financial records, contract documents, and personnel files in line with company policies.
- Coordinated schedules and compliance support for organizational projects and field teams.
- Played a key administrative role in vendor relations and accounts payable activities.
Territory Sales Representative
kirk-FP
Kingston , Jamaica
06.2006 - 12.2017
- Boosted regional sales performance by 14% through personalized service and product expertise.
- Built and maintained profitable client portfolios through consultative sales and relationship management.
- Conducted frequent follow-ups, improving client retention and referrals across multiple accounts.
- Recognized multiple times for exceeding sales targets and team leadership.
- Delivered financial insights and market data to assist in pricing strategies and revenue planning.
Education
Associate of Science - Business Administration
University College of The Caribbean
Kingston Jamaica06-2011
Bachelor of Science - Accounting
Keiser University
Fort Lauderdale, FLSkills
- Customer Relationship Management (CRM)
- Sales strategy
- Financial product sales
- Financial Analysis
- Financial Needs Assessment
- Regulatory Compliance
- Contract Management
- Payroll & Account Reconciliation
- Communication & Problem-Solving
Certification
Realtor Associate
Timeline
Realtor Associate
The Keyes Company
06.2024 - Current
Health Insurance Agent
Florida Blue
12.2022 - Current
Payroll Coordinator
Voters United
01.2019 - 01.2026
Territory Sales Representative
kirk-FP
06.2006 - 12.2017
Associate of Science - Business Administration
University College of The Caribbean
Bachelor of Science - Accounting
Keiser University