Multi-Talented, Versatile Professional providing superior customer service and rates as a Commercial Insurance Representative promoting more than 5 years' of expertise, successfully working for an agency in the Surplus lines market. I like to build long-term relationships and develop strategic plans to aid clients with coverage needs.
Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Insurance Representative
Lester Kalmanson Agency Inc.
Maitland
03.2021 - 12.2025
Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
Developed appropriate quotes based on risk information.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Strengthened traceability by developing organization systems for keeping records, reports and agendas.
Rewrote and reinstated insurance policies, following underwriting and business rules.
Contacted underwriters and submitted forms to obtain binder coverage.
Handled modification and updating of policies.
Organized information by using spreadsheets, databases or word processing applications.
Manager
American Top Team
Longwood
02.2017 - 08.2019
Recruiting
Training and supervising staff
Agreeing and managing budgets
Promoting and marketing the business
Handling customer enquiries, complaints and emergencies
Preparing and presenting staffing/sales reports
Setting and maintaining targets
Handling administrative work
Enhancing profitability by organizing and delivering an appropriate range of fitness activities and programs Scheduling for employees.
Sales Associate
Party City
Orlando
09.2013 - 10.2016
Compute sales prices, total purchases and receive and process cash or credit payment.
Answer questions regarding the store and its merchandise.
Place special orders or call other stores to find desired items.
Watch for and recognize security risks and thefts, and know how to prevent or handle these situations.
Inventory stock and requisition new stock.
Ticket, arrange and display merchandise to promote sales.
Exchange merchandise for customers and accept returns.
Customer service representative
Mv Transportation
Orlando
09.2010 - 03.2013
Confer with customers by telephone or in person to provide information about products or services, enter orders, cancel accounts, and obtain details of complaints.
Check to ensure that appropriate changes were made to resolve customers' problems.
Determine charges for services requested, collect deposits or payments, or arrange for billing.
Refer unresolved customer grievances to designated departments for further investigation.
Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Review insurance policy terms to determine whether a particular loss is covered by insurance.
Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
Sales Associate
Disney World
Orlando
12.2004 - 02.2006
Itemize and total customer merchandise selection at checkout counter, using cash register, and accept cash or charge card for purchases.
Take inventory or examine merchandise to identify items to be reordered or replenished.
Pack customer purchases in bags or cartons.
Stock shelves, racks, cases, bins, and tables with new or transferred merchandise.
Stamp, attach, or change price tags on merchandise, referring to price list.
Itemize and total customer merchandise selection at checkout counter, using cash register, and accept cash or charge card for purchases.