Kennedy Lewis
Tampa
Summary
Almost 4 years of experience in Annuity and Life insurance sales. Passionate about learning and helping individuals. Proficient in critical thinking and problem-solving skills. Adept at building relationships with clients while delivering outstanding service. Highly driven and detail-oriented individual who is eager to learn and grow.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Independent Insurance Agent
Self-Employed - Independent Insurance Agent
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 the accuracy of information provided.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Determined client needs and financial situation by scheduling fact-finding appointments to determine client’s suitability of such products.
- Monitored changes in the insurance industry to stay compliant with relevant laws and regulations.
- Finalized sales, 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
08.2021 - 05.2022
- 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
08.2020 - 05.2022
- 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, FL05.2022
Skills
- Critical Thinking and Problem Solving
- Customer Service
- Client Retention
- Communication
- Needs Assessment of Clients
- Sales
- Business Planning
- CRM Software
- Client Account Management
- Asset Protection
- Knowledgeable in Word
- Knowledgeable in Excel
- Self-Motivated
Certification
- Florida 2-15 Life, Health and Variable Annuities Licensed
- Certified training in Anti Money Laundering
Accomplishments
- Almost 4 years as an Independent Insurance Agent.
Affiliations
Active member in the National Society of Leadership and Success
Additional Information
I was a student athlete in college for Cross Country and Track for two years.
Timeline
Independent Insurance Agent
Self-Employed - Independent Insurance Agent
06.2022 - Current
Wellness Center Supervisor
Florida Southern College
08.2021 - 05.2022
Certified Head Lifeguard
Florida Southern College
08.2020 - 05.2022
Hostess
Fish City Grill
06.2018 - 08.2020
Bachelor of Science - Business Administration
Florida Southern College