Keith Mosley
Gerber
Nokomis,FL
15
years of professional experience
Well-qualified professional with proven success in improving operations and solving problems. Highly proficient in building lasting relationships with key decision makers, customers and team members to further company goals. Ready to leverage training and experience to take on new professional challenges.
Dynamic licensed Life Insurance Agent with strong client relations and pricing negotiation skills. Proven ability to deliver exceptional customer service and effectively market insurance products. Committed to enhancing client satisfaction through tailored solutions.
Work History
Licensed Life Insurance Agent
1 Year 4 Months- Sell and recommend a variety of life insurance products and coverage options based on customers' individual needs and financial goals.
- Provide professional support to life insurance policy holders, beneficiaries, and prospective customers regarding policy information, account services and insurance-related inquiries.
- Assist customers with initiating and navigating life insurance claims, including gathering required information, explaining procedures, and directing customers to appropriate resources.
- Increased cross-selling opportunities by identifying potential gaps in clients'' existing coverage, ultimately strengthening their overall protection plans.
- Provide technical support for the online portal, assisting customers with account registration, login issues, password resets, navigation, and access to policy information and documents.
- Identify customer needs and recommend appropriate insurance solutions while explaining coverage, benefits, premiums, and policy provisions in an easy-to-understand manner.
- Collaborate with internal departments and escalate complex issues when necessary to ensure timely resolution and a positive customer experience.
- Consistently deliver a high level of customer service while balancing sales performance, accuracy, efficiency and compliance.
Realtor
6 Years 2 Months- Increased property sales by effectively marketing listings and utilizing strong negotiation skills.
- Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
- Generated leads for potential buyers and sellers through hosting open houses, conducting market analysis, and community networking.
- Collaborated with mortgage lenders, inspectors, and appraisers to streamline transaction processes.
- Promoted properties on social media platforms to enhance online visibility and attract prospective buyers.
- Reviewed and executed confidential documents, contracts and disclosures.
- Utilized Command and Mojo for CRM and database management. Consistently used Excel for spreadsheets, tables and charts for market analysis. Other programs used were Canva, Google Slides, Adobe and social media platforms for marketing.
Real Estate Investor
1 Year 10 Months- Negotiated favorable deals for clients by leveraging market knowledge and strong communication skills.
- Advised clients on pricing strategies, resulting in quicker property sales at optimal prices.
- Prepared detailed comparative market analyses to determine accurate property values, ensuring competitive pricing for sellers and informed decisions for buyers.
- Solved potential transaction roadblocks by proactively addressing issues and finding creative solutions.
Clinical Support Specialist Level II
5 Years 3 Months- Assist nurses with the navigation of Epic. This includes documenting vitals, placing nursing orders, completing notes, Best Practices, arriving patients, scanning patient’s wrist bands, documenting and administering medications, blood, completing care plan, acknowledging and releasing orders for patient care. The units that training is provided for are SCIU, NICU, L&D, OR, ED, general inpatient.
- Provide support for doctors by helping with placing and signing the correct orders with the appropriate diagnosis, generate the proper notes(Progress,H&P, Operative and Ambulatory) for patient’s chart, select the specific order set for admitted, discharged or surgical encounters.
- Confirm patients gain access to their medical record and demonstrate how to navigate and understand the information within their chart. This includes messages from physicians, interpret lab results and the after visit summary for a specific encounter
- Performed elbow support and helped train go live consultants during implementation of certain modules.
- Established Customer Service model with core values and structure to improve client satisfaction for the department.
- Proficient in Microsoft Excel for organizing and analyzing data, including tracking customer information, expenses, and performance.
- Utilized MyClink CRM software to manage customer interactions, track leads, and streamline communication, improving customer engagement and retention.
Education
Bachelor of Arts - Liberal Arts And General Studies
Skills
Client Relations
Pricing Negotiation
Market Research
Administrative Support
Database Management
Attention to detail
Problem-solving abilities
Adaptability and flexibility
Organizational skills
Active Florida Real Estate License
Proficient in Microsoft Office
Excel
Adobe
Google Suite.
Tech-Savvy
Timeline
Licensed Life Insurance Agent
Gerber
04.2025 - CurrentRead More
Realtor
Self-employeed
02.2019 - 04.2025Read More
Real Estate Investor
Self Employeed
03.2017 - 01.2019Read More
Clinical Support Specialist Level II
Cedars Sinai Medical Center
11.2011 - 02.2017Read More
Western Washington University
Bachelor of Arts from Liberal Arts And General Studies
Read More