Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Additional Information
Work Availability
Quote
Timeline
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Kennedy Lewis

Kennedy Lewis

Lakeland,FL

Summary

Excellent communicator and dependable team player who thrives in a fast pace work environment. Passionate about aligning a plan to fit ones financial needs and objectives. Proficient at research and comparison of financial insurance products. Adept at building relationships with clients, while delivering outstanding service. Highly organized and detail-oriented individual who is eager to learn and grow.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Independent Insurance Agent

Self Employed
06.2022 - Current
  • Maintained high standards of customer service by building relationships with clients.
  • Prepared and reviewed insurance suitability applications to verify compliance and regulations and accuracy of information provided.
  • Had to be adaptable and proficient in learning new concepts quickly and efficiently.
  • Determined client needs and financial situation by scheduling fact-finding appointments to determine clients suitability of such products.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
  • Finalized sales and collected necessary deposits and scheduled policy deliveries at issue.
  • Educated clients on financial insurance policies and procedures of the application process.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.

Wellness Center Supervisor

Florida Southern College
05.2022 - 05.2023
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows..
  • Monitored and helped managed over 200 employees.
  • Evaluated employee performance and coached and trained to improve weak areas.
  • Developed and implemented customer service policies to enhance satisfaction.
  • Conducted job interviews and scored and wrote attributes for my boss of the wellness center to review for hire.

Certified Head Lifeguard

Florida Southern College
06.2020 - 05.2023
  • Learned and maintained proficiency in first responder skills such as First Aid and CPR to offer individuals in distress optimal support.
  • Conducted and planned in-service mandatory training once a month, for the lifeguard staff.
  • Trained and managed team of lifeguards on pool safety and risk management protocols.
  • Provided customer service and responded to inquiries and complaints for optimal guest satisfaction.
  • Maintained rescue equipment by conducting inspections and completing basic repairs.

Hostess

Fish City Grill
06.2018 - 08.2020
  • Greeted customers warmly upon arrival and provided friendly and warm presence throughout dining experience.
  • Supported servers, food runners, and bussers with keeping dining area ready for every guest.
  • Trained new hostesses on customer service best practices and restaurant policies to maintain high standards of service.
  • Worked with front of house staff to move tables and adjust seating to accommodate groups with special requests.

Education

Bachelor of Science - Business Administration

Florida Southern College
Lakeland, FL
05.2022

Skills

  • Critical Thinking and Problem Solving
  • Customer Service
  • Client Retention
  • Financial Needs Assessment of Clients
  • Fixed indexed Annuity Policy Sales
  • Proficient in Excel
  • CRM Software
  • Account Management
  • Asset Allocation Strategist
  • Asset Protection Expertise

Accomplishments

    My book of business an Independent Insurance agent specializing in Fixed indexed annuity sales, is over 2 million.

Certification

Florida 2-15 Life, Health and Variable Annuities Licensed


Certified training in Anti Money Laundering


Active member in the National Society of Leadership and Success

Additional Information

I was a Student Athlete in college for Cross Country and Track. I am also a member of Delta Sigma Pi the business fraternity since freshmen year of college.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

There’s no shortage of remarkable ideas, what’s missing is the will to execute them.
Seth Godin

Timeline

Independent Insurance Agent

Self Employed
06.2022 - Current

Wellness Center Supervisor

Florida Southern College
05.2022 - 05.2023

Certified Head Lifeguard

Florida Southern College
06.2020 - 05.2023

Hostess

Fish City Grill
06.2018 - 08.2020

Bachelor of Science - Business Administration

Florida Southern College

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Kennedy Lewis