Karla Herrera
Tampa,FL
Summary
Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills. Organized and dependable, Detail-oriented 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
Licensed Insurance Sales Agent
Global Insurance & Planning Advisors
01.2021 - Current
- Developed comprehensive marketing plans to generate leads and drive sales growth in a competitive market.
- Streamlined policy renewal processes for improved efficiency and client retention rates.
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Upsold additional products and services after identifying customer needs and requirements.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Educated customers on policy features, benefits, and options, allowing them to make informed decisions about their coverage.
- Built long-lasting relationships with clients through excellent communication and attentive service.
- Utilized CRM software to effectively track client interactions, manage leads, and maintain accurate records of sales activities.
- Managed existing accounts with a high level of professionalism, addressing any concerns or changes in coverage as needed.
Education
Associate of Science -
Miami Dade College
Miami, FL2018
High School Diploma -
Felix Varela Senior High School
Miami, FL2016
Skills
- Client Communication
- Document drafting
- Reception Management
- Calendar Management
- Writing and editing
- Proofreading
- Microsoft Office
- Scheduling/Planning
- Fast Learner
- Billing Statements
- Office Management
- Negotiation
- Client service and support
- Organizational Efficiency
Languages
Spanish
English
Timeline
Licensed Insurance Sales Agent
Global Insurance & Planning Advisors
01.2021 - Current
Associate of Science -
Miami Dade College
High School Diploma -
Felix Varela Senior High School
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