Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Keiko Lorenzo

Davie,FL

Summary

Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills and eager to work. Ready to help team achieve company goals.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Licensed Insurance Agent

Brightway Insurance
05.2023 - Current
  • Developed and implemented sales strategies to increase market share of insurance products.
  • Conducted customer needs assessments to identify appropriate coverage levels and options.
  • Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
  • Provided assistance with billing inquiries, payment processing, and customer service issues.
  • Maintained accurate records of client information including contact details and policy changes.
  • Performed routine follow-up calls to assess customer satisfaction with products and services.
  • Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.

Seller/Vendor

Hiko Bonsai
12.2022 - 05.2023
  • Developed and maintained relationships with customers and other sellers to ensure repeat business and grow business networks.
  • Responded promptly to customer inquiries, complaints, and requests for product information.
  • Maintained detailed records of customer interactions and transactions.
  • Performed inventory management duties such as stocking shelves and rotating stock.
  • Advertised via social media platforms, websites, business cards to grow clientele.
  • Accurately and efficiently answered questions for customers concerning the products.
  • Attended events to attract potential clients and increase brand awareness.

Education

High School Diploma -

Pembroke Pines Charter High School
Pembroke Pines, FL
06.2023

Skills

  • Email Marketing
  • Asset Protection
  • Team Training and Development
  • Client Relationship Management
  • Client Account Management
  • Quotes and Sales
  • Client Retention
  • Customer Follow-Up
  • Customer Service
  • Client Needs Analysis

Certification

Registered Customer Service Representative Designation Course, Warner University 6/13/2023

Timeline

Licensed Insurance Agent

Brightway Insurance
05.2023 - Current

Seller/Vendor

Hiko Bonsai
12.2022 - 05.2023

High School Diploma -

Pembroke Pines Charter High School

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Keiko Lorenzo