Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Jessis Abreu

Miami,FL

Summary

Life and Health insurance agent with experience helping individuals, families and businesses find tailored financial protection solutions. Specialized in strategic advisory, financial planning and developing personalized policies that ensure security and peace of mind for clients.


Skilled in identifying coverage opportunities, risk analysis and building long-term relationships based on trust and transparency. Strong negotiations skills , effective communication and a commitment to excellence in customer service.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Life Insurance Agent

Flow International
01.2025 - Current
  • 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.
  • Crafted clear, informative reports to explain life insurance policy features and benefits.
  • Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
  • Analyzed customers' financial situations to recommend appropriate life insurance policies.

Health Insurance Agent

LPI Firm
08.2024 - Current
  • Maintained compliance with all industry regulations while completing paperwork accurately and efficiently.
  • Educated clients on the intricacies of their health insurance policies, empowering them to make informed decisions.
  • Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
  • Efficiently managed high-pressure situations such as claim denials or unexpected policy cancellations.

Education

BBA - Marketing And Minor Degree in Human Resources

Universidad De Puerto Rico
Aguadilla, P.R.
06-2008

Skills

  • Life and Health insurance consulting
  • Risk assessment and financial needs analysis
  • Consultative sales and closing deals
  • Client portfolio management
  • Regulatory compliance in the insurance sector
  • Customer service and retention

Certification

Life and Health Insurance License - Florida Department of Financial Services

Agent Licence #G161004

Languages

Spanish
Native or Bilingual

Timeline

Life Insurance Agent

Flow International
01.2025 - Current

Health Insurance Agent

LPI Firm
08.2024 - Current

BBA - Marketing And Minor Degree in Human Resources

Universidad De Puerto Rico

Similar Profiles

CREATE PROFILE
Jessis Abreu