Jenny Peralta
West Palm Beach,FL
Summary
Results-driven insurance professional with over 10 years of progressive experience in personal and commercial insurance, including expertise in managing high-net-worth portfolios. Proven ability to deliver tailored risk management solutions, develop strategic partnerships, and exceed sales targets. Strong leadership and client relationship skills, with a deep understanding of complex insurance products and market trends. Adept at driving operational efficiency and regulatory compliance. Seeking to leverage this experience in a senior account management or advisory role with a reputable firm.
Overview
11
11
years of professional experience
Work History
Private Client Manager
NSI
Miami, FL
02.2026 - Current
- Cultivated and maintained client relationships to enhance satisfaction and retention through strategic communication initiatives.
- Engineered customized solutions to address client requirements, elevating service delivery standards.
- Facilitated collaboration among cross-functional teams to enhance process efficiency.
- Cultivated client relationships through prompt responses to inquiries and proactive problem resolution.
- Executed contract negotiations to secure advantageous terms for all stakeholders.
- Spearheaded strategic initiatives to drive substantial sales volume growth.
Private Client Account Manager
CBIZ
Palm Beach Gardens, FL
11.2023 - Current
- Managed a portfolio of high-net-worth clients, addressing complex personal insurance needs.
- Developed tailored coverage solutions through comprehensive risk analysis and strategic negotiations with carriers.
- Served as strategic advisor to affluent clientele, delivering exceptional service and support.
- Developed and implemented cross-sell and up-sell strategies across all business lines.
Agency Owner
Goosehead Insurance
Stuart, FL
06.2022 - 09.2023
- Launched and operated an independent insurance agency, generating six-figure revenue in the first year.
- Built and led a team for client acquisition, policy service, and retention.
- Oversaw marketing, compliance, and budgeting activities; implemented CRM systems to streamline workflows.
Sales Agent
Great Florida Insurance
Palm Beach Gardens, FL
02.2020 - 06.2022
- Provided comprehensive insurance consultations for auto, home, life, and specialty policies.
- Built and maintained client pipelines via referrals and networking.
- Maintained high client satisfaction and retention through consistent service excellence.
Sales Manager
Allstate
West Palm Beach, FL
01.2018 - 02.2020
- Directed sales team to drive revenue growth, achieving a 35% increase over two years.
- Guided new agents through comprehensive training on compliance sales techniques and customer service protocols.
- Addressed escalated client issues to enhance service quality and client satisfaction.
Sales Specialist
State Farm
Palm Beach Gardens, FL
08.2016 - 01.2018
- Sold multi-line insurance products including auto, home, and life policies.
- Assessed clients' risk and financial status to build tailored portfolios.
Customer Service Representative
Allstate
West Palm Beach, FL
02.2015 - 07.2016
- Provided frontline support to policyholders, resolving inquiries and processing transactions.
- Identified opportunities for policy upgrades and additional coverages.
Education
High School Diploma -
John I Leanord
Lake Worth, FLInsurance
Andy Beverly Insurance School
Online08.2018
Skills
- High-Net-Worth Portfolio Management
- Commercial & Personal Lines Expertise
- Client Relationship Development
- Risk Assessment & Policy Design
- Regulatory Compliance & Licensing
- Sales Strategy & Revenue Growth
- AMS360, Salesforce, Microsoft Office
- Bilingual: English and Spanish
Timeline
Private Client Manager
NSI
02.2026 - Current
Private Client Account Manager
CBIZ
11.2023 - Current
Agency Owner
Goosehead Insurance
06.2022 - 09.2023
Sales Agent
Great Florida Insurance
02.2020 - 06.2022
Sales Manager
Allstate
01.2018 - 02.2020
Sales Specialist
State Farm
08.2016 - 01.2018
Customer Service Representative
Allstate
02.2015 - 07.2016
High School Diploma -
John I Leanord
Insurance
Andy Beverly Insurance School