Kristan Flores
Lakeland
Summary
Results-driven Insurance Professional with expertise in risk mitigation and operational efficiency. Proven skills in team management and customer service across diverse environments. Committed to enhancing financial processes and achieving organizational success through collaboration and adaptability.
Overview
9
9
years of professional experience
1
1
Certification
Work History
USAA Agency Umbrella Team
10.2025 - Current
- CRM Program trained; Experience with Salesforce software;
- Currently securing financial security for USAA member with USAA Umbrella liability
- Experience with PersonalUmbrella.com products when the member does not qualify for USAA Umbrella. Working with Admitted carriers to fill the needs of USAA members.
USAA Insurance Professional Sales and Services I
09.2021 - Current
- Ensured financial security for members by issuing tailored insurance policies that meet needs.
- Managed high-volume calls effectively while consistently achieving NRAC and all performance metrics.
- Proactively identified and addressed existing members' needs to enhance overall client satisfaction.
- Evaluated and controlled risks through systematic identification, measurement, and monitoring processes.
- Drafted comprehensive Homeowners, Personal Property, Auto, and Umbrella liability insurance policies.
- Collaborated with team members to streamline processes and improve service delivery efficiency.
Lead Teller
Wells Fargo Level 3 branch
10.2018 - 07.2022
- Enhanced team performance by leading tellers in daily banking operations.
- Trained new tellers on procedures while mentoring existing staff for improved efficiency.
- Established strong customer relationships during transactions to deliver exceptional service.
- Implemented risk mitigation strategies by strictly adhering to banking policies and procedures.
- Contributed to a positive work environment by fostering teamwork among banking professionals.
- Resolved customer inquiries and issues promptly to enhance satisfaction and loyalty.
- Conducted regular performance evaluations to ensure high standards of teller operations.
- Maintained accurate transaction records to support compliance and audit requirements.
Teller
Wells Fargo Level 3 branch
02.2017 - 10.2018
- Ensured regulatory compliance by processing daily transactions accurately and efficiently.
- Enhanced customer service by providing tailored product recommendations and account assistance.
- Trained staff on operational procedures, improving service consistency and performance standards.
- Achieved 100% compliance in Regulation audits through diligent adherence to guidelines.
Education
AINS 101 course -
Associate of Arts - Social Science
Essex County College
Newark, NJ01.2014
Medical Assistant Advanced Career Training - undefined
Jacksonville, FL01.2006
High School Diploma - undefined
Orange Park High School
Orange Park, FL01.2003
Skills
- Positive attitude
- Customer service
- Problem-solving
- Attention to detail
- Punctual and reliable
- Goal oriented
Accomplishments
Achieved Employee of the month by achieving passing audits for the entire year by ensuring team was on top of tasks and prepared for regulation audits.
Certification
- Licensed Fl insurance agent
- AINS101
Timeline
USAA Agency Umbrella Team
10.2025 - Current
USAA Insurance Professional Sales and Services I
09.2021 - Current
Lead Teller
Wells Fargo Level 3 branch
10.2018 - 07.2022
Teller
Wells Fargo Level 3 branch
02.2017 - 10.2018
Associate of Arts - Social Science
Essex County College
Medical Assistant Advanced Career Training - undefined
High School Diploma - undefined
Orange Park High School
AINS 101 course -
AWARDS
Dean's List December 2014, Excellence of Risk management award 2018 & 2019, Diamond Club Award USAA 2023, Team for Excellence Award 2022, Made for Excellence Award Jan 2022; February 2022 and 2023; January 2024 and November 2024; 2025
Made for Excellence Award
Made for Excellence Award Jan 2022; February 2022 and 2023; January 2024 and November 2024; 2025
Dean's List December 2014
Excellence of Risk management award 2018 & 2019
Diamond Club Award USAA 2023
Team for Excellence Award 2022, 2023, 2024, 2025