Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Leticia Cecilia Montero

Miami,FL

Summary

I am a motivated and detail-oriented career-changer individual with a passion for management, architecture and design. I possess strong communication and interpersonal skills, as well as a background in providing services for relevant experience in sales,project management, customer relationship management and finance. I am looking to collaborate with others bringing my experience to the team in order to attain a common successful achievement for each of the parties involved.

Overview

3
3
years of professional experience

Work History

Licensed Insurance Agent

HPOne and Aetna Medicare
07.2023 - Current
  • Assisted customers with product selection and provided exceptional customer service.
  • Responded to customer inquiries and resolved issues in a timely and professional manner.
  • Collaborated with other departments to ensure customer satisfaction.
  • Managed incoming and outbound calls from all 50's states and offered high quality satisfaction to the member.
  • Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices based on their needs.
  • Established trust with clients through transparent and sincere communication regarding policy costs, coverages, exclusions, limitations and followed strictly Medicare Compliance Regulations and Laws.

Financial Representative-Licensed Insurance Agent

Westlake Financial Services
09.2022 - 05.2023
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Leveraged financial planning software to create detailed forecasts, aiding clients in long-term planning.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Worked with clients and finance companies to find optimal solutions for financing.
  • Conducted risk assessments for client portfolios to align with their risk tolerance and financial goals.
  • Educated clients on risk management strategies, safeguarding their investments against market volatility.
  • Guided clients through retirement planning, ensuring smooth transition and financial stability.
  • Ensured regulatory compliance with thorough documentation and diligent monitoring of transactions.

Education

Project Management Certification

IAP Career College
05-2025

Property Management Certification

IAP Career College
05-2025

Data Analyst Certification

IAP Career College
03-2025

Business Analyst Certificate

IAP Career College
02-2025

Management Consultant Certification

IAP Career College
01-2025

Business Consultant Certification

IAP Career College
01-2025

Bachelor of Science - Biomedical Sciences

Florida International University
Miami, FL
07-2021

Skills

  • Sales and Customer Service experience
  • Project Management skills
  • Investment Advice
  • Organizational skills
  • Problem-solving abilities
  • Strong communication and interpersonal skills
  • Capital and Budget management
  • Long-Term Project Planning
  • Proficient in Microsoft Office and Google Suite
  • Marketing techniques
  • Customer Service
  • Innovation and Creativity
  • Time Management
  • Risk management
  • Financial Acumen
  • Negotiation techniques

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Licensed Insurance Agent

HPOne and Aetna Medicare
07.2023 - Current

Financial Representative-Licensed Insurance Agent

Westlake Financial Services
09.2022 - 05.2023

Project Management Certification

IAP Career College

Property Management Certification

IAP Career College

Data Analyst Certification

IAP Career College

Business Analyst Certificate

IAP Career College

Management Consultant Certification

IAP Career College

Business Consultant Certification

IAP Career College

Bachelor of Science - Biomedical Sciences

Florida International University

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