Iris Santa
Port Saint Lucie,FL
Summary
BILINGUAL SPEAK ENGLISH I SPANISH
Service-focused Behavior Specialist dedicated to helping clients integrate and improve wellbeing. Clear communicator supportive of individual and family needs.
Overview
8
8
years of professional experience
Work History
Insurance Agent
Florida's Preferred Insurance
03.2016 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Education
Florida 4-40 Customer Representative License - Insurance
Polk State College
Winter Haven, FL02.2014
Mediacl Assistant - Medical Assisting
Medical Career College
West Palm Beach, FL06.2010
High School Diploma -
Roger L. Putnam Vocational Technical Academy
Springfield, MA06.2000
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Customer follow-up
- Auto insurance
- Policy Knowledge
- Policy writing
- Marketing Strategies
- Critical Thinking
- Insurance Eligibility
- Insurance Policy Sales
- Policy Changes
- Customer Referrals
- Billing Inquiries
- Phlebotomy
- Vital signs monitoring
- Medical Terminology
- CPR
- First Aid
- Patient Relations
- Needs assessments
- Patient Services
- Clinical Training
- Healthy meal preparation
- Positive Reinforcement
- Emotional Regulation Techniques
Timeline
Insurance Agent
Florida's Preferred Insurance
03.2016 - Current
Florida 4-40 Customer Representative License - Insurance
Polk State College
Mediacl Assistant - Medical Assisting
Medical Career College
High School Diploma -
Roger L. Putnam Vocational Technical Academy
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