Goal orientated and dedicated to high level of customer satisfaction. English and Spanish speaker with strong multitasking skills & fast learning to ensure quick contribution to your team.
Overview
14
14
years of professional experience
Work History
Insurance Broker
Bass Underwriters Inc.
05.2023 - Current
Gather insights on client preferences to enhance product offerings and services.
Analyzed client needs by reviewing existing policies and coverage options.
Presented insurance options persuasively to facilitate informed client choices.
Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
Requested renewal terms.
work closely with underwriters.
Auction Assistant
Akiba Antiques
06.2021 - 06.2022
Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes, and followed up to achieve resolution
Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients
Created invoices for auction bought items
Organized shipping
helped with auction preparations
Managed bids
studied items to know the value of each piece
assist clients with getting items out of showcases & answer questions about the items.
CSR
Morgan Insurance Group
01.2014 - 06.2021
Review insurance policies to determine coverage
Contact insured for their monthly installments
Contact underwriter and submit forms to obtain binder coverage
Perform administrative task, such as maintaining records and handling renewals
Calculate premiums and establish payment methods
Sell various types of insurance policies to businesses for property, general liability, & workers compensation
Call policy holders to deliver and explain policy, analyze insurance programs and suggest additions or changes
Forward claims to the underwriters
Whole Sale and Retail Buyer
Bellezza Spa
01.2011 - 01.2014
Purchase jewelry, clothes, and skin care products at the most favorable price consistent with quality, quantity & specification requirements
Monitor and analyze sales records, trends, or economic conditions to anticipate consumer buying patterns and determine what the company will sell
Determine how much inventory is needed
Set or recommend selling prices for merchandise
Authorize payments of invoices or return of merchandise
Interview and work closely with vendors to obtain and develop desired products
Conduct staff meetings with sales personnel to introduce new merchandise
Education
High School Diploma -
Miami Coral Park Senior High School
Miami, FL
06.2011
Skills
Proactive team player
Sales presentations
Driven
Client retention
Timeline
Insurance Broker
Bass Underwriters Inc.
05.2023 - Current
Auction Assistant
Akiba Antiques
06.2021 - 06.2022
CSR
Morgan Insurance Group
01.2014 - 06.2021
Whole Sale and Retail Buyer
Bellezza Spa
01.2011 - 01.2014
High School Diploma -
Miami Coral Park Senior High School
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