Kaleze Mendez
Land O' Lakes,FL
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
3
3
years of professional experience
Work History
Life Insurance Agent
Premiere Financial Alliance
03.2021 - Current
- Maintained high standards of customer service by building relationships with clients.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Marketed life insurance products to increase customer bases and revenue.
- Provided coverage option information to assist clients in protecting assets.
- Increased sales of life insurance products through tactical customer outreach.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Met with customers to provide information about available products and policies.
- Generated leads through cold-calling, networking and other outreach methods.
- Collected premiums on or before effective date of coverage.
Education
Bachelor of Arts - Criminal Justice
American Military University
Charles Town, WV11.2013
Skills
- Client Account Management
- Client Service
- Streamlining Processes
- Customer Needs Assessments
- Building Relationships
- Policy Recommendation
Timeline
Life Insurance Agent
Premiere Financial Alliance
03.2021 - Current
Bachelor of Arts - Criminal Justice
American Military University
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