Confident, highly-motivated and hardworking Insurance Broker/Agent with over 6 years of experience, possessing strong work ethic and deep knowledge of available insurance products. Customer-focused salesperson with team-oriented mindset and comprehensive consumer need assessment. Supportive listener with extraordinary customer empathy.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Insurance Broker/Agent
Self-employeed
05.2019 - Current
Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
Notary Public
Self-employeed
05.2019 - Current
Checked documents for accuracy and correct signing before notarizing.
Maintained accurate records of all documents notarized to support accurate recordkeeping and reporting requirements.
Followed proper protocol when notarizing documents, verifying signatures and dates for compliance.
Checked documents and identifying credentials for all parties.
Senior Reprsentative/Agent
Primerica
05.2019 - 03.2020
Modeled best practices for sales and customer service.
Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.
Accomplished multiple tasks within established timeframes.
Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
Insurance Broker/Agent Representative
New York Life Insurance Co
05.2018 - 05.2019
Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
Sales Floor Associate (Medicare)
Convergies
05.2017 - 11.2017
Provided exceptional support to Medicare beneficiaries, guiding them through coverage options and plan details.
Managed a high volume of inbound calls, adeptly navigating multiple systems while maintaining focus on customer needs.
Maintained strong working knowledge of Medicare regulations, ensuring accurate information dissemination to clients.
Assisted in enrollment processes for new beneficiaries, providing clear guidance through each step for seamless transitions into coverage plans.
Supported department goals by consistently meeting or exceeding established metrics related to call quality, timeliness, and accuracy.
Improved call center performance by consistently maintaining a high level of professionalism and productivity.
Registrar
South Texas Training Center
09.2015 - 09.2016
Organized, reviewed, and filed paperwork for secure recordkeeping.
Greeted every guest with personable approach and provided knowledgeable service.
Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
Ensured accurate student records by diligently maintaining and updating information in the database.
Verified paperwork accuracy and checked for completion prior to processing.
Updated computer system with latest information to keep records current and accurate, for audit purposes.
Certified Medical Assistant
CCA
04.2012 - 11.2014
Sanitized, restocked, and organized exam rooms and medical equipment.
Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
Documented vital signs and health history for patients in clinic and hospital environments.
Assisted physicians with various procedures, ensuring comfort and accuracy for optimal patient outcomes.
Provided compassionate care for patients, addressing their concerns and ensuring a positive experience.
Assisted FNP, Dentist, and MD.
Made sure all forms and supplies were always stocked and available.
Organization of all files and reports for audits.
Certified Medical Assistant
Doctors Hospital Of Laredo
01.2011 - 04.2012
Sanitized, restocked, and organized patient rooms and medical equipment.
Directed patients to rooms, fielded questions, and prepared for physician examinations.
Provided compassionate care for patients, addressing their concerns and ensuring a positive experience.
Documented vital signs and health history for patients hospital environments.
Performed all duties as given by house supervisor.
Cashier
Lake Casa Blanca State Park
01.2008 - 06.2009
Greeted customers entering park and responded promptly to customer needs.
Welcomed customers and helped determine their needs.
Worked flexible schedule and extra shifts to meet business needs.
Operated cash register for cash transactions with excellent accuracy levels.
Built relationships with customers to encourage repeat business.
Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
Organized paperwork and restocked as needed.
Completed all duties assigned.
Sales Associate
Payless Shoe Source
05.2007 - 01.2008
Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
Built relationships with customers to encourage repeat business.
Managed returns, exchanges and refunds in accordance with store policy.
Prepared merchandise for sales floor by pricing or tagging.
Helped customers locate products and checked store system for merchandise at other sites.
Answered customer questions about sizing, accessories, and merchandise care.
Sales Associate
RadioShack
09.2006 - 05.2007
Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
Built relationships with customers to encourage repeat business.
Managed returns, exchanges and refunds in accordance with store policy.
Prepared merchandise for sales floor by pricing or tagging.
Helped customers locate products and checked store system for merchandise at other sites.
Office Assistant
Pirates Mobile Service And Trailer Repair
06.2001 - 09.2006
Completed clerical tasks such as filing, copying, and distributing mail.
Interacted with customers by phone, email, or in-person to provide information.
Managed daily data entry and kept clerical information accurate and up-to-date.
Maintained confidentiality in handling sensitive information while performing administrative tasks.
Maintained and updated office records, both digital and physical.
Ordered office supplies and kept office stocked with needed resources to operate smoothly.
Prepared and edited documents to produce precise, accurate and professional communication.