Summary
Overview
Work History
Skills
Certification
References
Languages
Personal Information
Languages
Timeline
Generic

Josele Batista

Boca Raton

Summary

Business Development Representative with a strong record at Guardian Angel Inspections, specializing in relationship management and networking. Utilized CRM software to identify and secure strategic partnerships, resulting in increased brand visibility and business growth. Recognized for leadership in collaborative campaigns that expanded market presence. Proven ability to exceed targets through customer-oriented strategies and trust-building initiatives.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Business Development Representative

Guardian Angel Inspections
Royal Palm Beach
04.2025 - Current
  • Identified opportunities for partnerships, sponsorships, and collaborations that could enhance brand visibility.
  • Participated in networking events and industry conferences to build professional relationships and identify business opportunities.
  • Developed and maintained strong relationships with current and prospective clients to expand market presence.
  • Collaborated with marketing team to create and implement targeted campaigns for business growth.
  • Identified business prospects through cold calling, networking, marketing and database leads.

Excess and Surplus Manager

Great Harbor Insurance
Boca Raton
05.2023 - 08.2024
  • Oversaw daily operations of excess and surplus, ensuring efficiency and compliance.
  • Collaborated with departments to align processes and achieve organizational goals.
  • Streamlined workflows and implemented standard operating procedures, enhancing productivity and reducing errors.
  • Served as key contact for high-profile clients, addressing inquiries and resolving issues.

Customer Service Manager

Great Harbor Insurance
Boca Raton
12.2021 - 05.2023
  • Led the customer service department, overseeing daily operations to ensure prompt, accurate, and professional service to clients.
  • Managed a team of 15 customer service representatives, including training, performance monitoring, and career development.
  • Designed and implemented workflows to improve efficiency, reducing processing time increasing client satisfaction.
  • Collaborated with sales and account management teams to support seamless client on boarding and ongoing account maintenance.
  • Resolved escalated customer concerns and complaints, providing effective solutions while maintaining a high level of client satisfaction.

Account Manager

Seeman Holtz Property & Casualty
Boca Raton
10.2019 - 12.2021
  • Managed a portfolio of personal lines insurance accounts, serving as the primary point of contact for clients and ensuring exceptional service delivery.
  • Conducted comprehensive coverage reviews and risk assessments to recommend tailored insurance solutions that aligned with client needs and goals.
  • Processed policy renewals, endorsements, cancellations, and claims support while maintaining accuracy and compliance with regulatory standards.
  • Built and maintained strong relationships with clients, addressing inquiries and resolving issues promptly to enhance satisfaction and retention.
  • Experience quoting, binding and servicing Florida insurance carriers.

Administrative Assistant

Seeman Holtz Property & Casualty
Boca Raton
10.2018 - 10.2019
  • Provided administrative support within the department, including answering the phone, coordinating client meetings, and data entry.
  • Assisted in servicing clients by preparing certificates of insurance, mortgagee changes.

Office Manager

Lauri's TV
Lake Worth
09.2012 - 07.2014
  • Supervised daily office operations, creating a well-planned schedule for service technicians.
  • Oversaw accounts payable and receivable. Ensured prompt processing of invoices, managed payment schedules, and reconciled accounts.
  • Conducted administrative duties, including answering the phone, and supporting customers.

Small Business Sales Representative

ADT
West Palm Beach
08.2001 - 08.2012
  • Prospected and cultivated relationships with small business owners to identify security needs and provide customized alarm system solutions.
  • Conducted on-site assessments to evaluate client requirements and recommend tailored products, including alarm systems, surveillance cameras, and monitoring services.
  • Prepared and presented proposals, highlighting system features, benefits, and cost-effective packages to secure new sales.
  • Provided training and demonstrations on system use, ensuring clients understood functionality and features.
  • Delivered excellent post-sale customer service, resolving issues promptly and fostering long-term client relationships.
  • Generated referrals and repeat business by establishing trust and providing top-tier service.

Skills

  • Leadership and Teamwork
  • Microsoft Office
  • Applied Epic
  • QuoteRush
  • Carrier relationships
  • CRM software
  • Relationship management
  • Networking skills
  • Collaborative teamwork

Certification

  • 2-20 Insurance Agent

References

  • Patrick Hath, ADT, phath@adt.com, 561-712-5424
  • Helton Oliveira, ADT, holiveira@adt.com, 561-712-5424
  • Steve Roth, Seeman Holtz/Great Harbor, steveroth@gmail.com, 561-702-8991

Languages

  • English
  • Portuguese
  • Spanish

Personal Information

Title: Account Manager

Languages

English
Professional
Polish
Professional
Spanish
Professional

Timeline

Business Development Representative

Guardian Angel Inspections
04.2025 - Current

Excess and Surplus Manager

Great Harbor Insurance
05.2023 - 08.2024

Customer Service Manager

Great Harbor Insurance
12.2021 - 05.2023

Account Manager

Seeman Holtz Property & Casualty
10.2019 - 12.2021

Administrative Assistant

Seeman Holtz Property & Casualty
10.2018 - 10.2019

Office Manager

Lauri's TV
09.2012 - 07.2014

Small Business Sales Representative

ADT
08.2001 - 08.2012

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Josele Batista