Summary
Overview
Work History
Education
Skills
References
Languages
Timeline
Generic

LIDIA J. LAMBERTT-ESPINOZA

Parkland,FL

Summary

Results-driven professional seeking an employment opportunity that will challenge me and provide the growth and stability I am looking for. Leveraging over three decades of diverse experience in insurance, real estate, property management, and business ownership to contribute effectively to your organization and drive sales and retention initiatives. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

33
33
years of professional experience

Work History

Sales and Marketing Manager

Enhance Health
07.2022 - Current
  • Managed a diverse group of insurance sales agents specializing in ACA plans
  • Instrumental in the development of sales agents, ensuring favorable sales numbers while maintaining compliance
  • Promoted to Marketing Manager, responsible for overseeing the entire sales floor to ensure compliant sales that increase retention
  • Conduct vendor optimization to increase sales and productivity.
  • Analyzed sales and marketing data for improved strategies.

Business Owner

Well Life Health
01.2020 - 01.2022
  • Left New York Life with my business partner to open a business of our own with the idea of starting our own insurance agency providing seniors with Medicare Advantage insurance plans
  • Oversaw compliance and human resource departments
  • Conducted agent interviews, training, and motivation sessions
  • Managed financial tracking and statistical data analysis among other day-to-day operations tasks.

Licensed 215 Life Insurance and Annuities Agent

New York Life
01.2018 - 01.2020
  • Sold financial instruments and life insurance policies to businesses and individual owners.

Licensed 215 Agent

US Health Advisors
01.2018 - 01.2018
  • Worked as a sales agent for US Health Advisors after leaving All County.

Licensed Real Estate Agent and Property Manager

All County Property Management
01.2015 - 01.2018
  • Managed over 100 homes for institutional investment company Progress Residential
  • Leased an average of 15 homes per month, handling all aspects of the leasing process, property repairs, and marketing.

Licensed Real Estate Agent

Behm Brokerage
01.2013 - 01.2015
  • Worked with small investors looking to purchase and flip homes
  • Became a consultant offering plans and ideas for profitable remodels.

Licensed Real Estate Agent

Successful Realty
01.2002 - 01.2011
  • Co-founded by my husband and his brother
  • Grew the business to an office of over 60 agents with two satellite offices, focusing on the pre-construction market.

Licensed Real Estate Agent

Tenace Realty
01.2000 - 01.2002
  • Completed state-required licensing program to become an agent and start growing my business by establishing clientele via marketing and referrals.

Licensed 240 Agent

Allstate Insurance Company
01.1991 - 01.1998
  • Sold home and auto insurance policies while assisting with many aspects of customer care
  • Specialized in manually rating policies for clients before computerized rating of Citizens insurance coverage for homeowners.

Education

No Degree - Mass Communications

Broward College
Fort Lauderdale, FL
1993

Skills

  • Enthusiastic, committed, and creative in sales Dedicated and hardworking
  • Excellent communication skills
  • Top producer for many years selling millions of dollars in real estate property
  • Fast learner and open to new challenges

References

Available upon request

Languages

Spanish
Native or Bilingual

Timeline

Sales and Marketing Manager

Enhance Health
07.2022 - Current

Business Owner

Well Life Health
01.2020 - 01.2022

Licensed 215 Life Insurance and Annuities Agent

New York Life
01.2018 - 01.2020

Licensed 215 Agent

US Health Advisors
01.2018 - 01.2018

Licensed Real Estate Agent and Property Manager

All County Property Management
01.2015 - 01.2018

Licensed Real Estate Agent

Behm Brokerage
01.2013 - 01.2015

Licensed Real Estate Agent

Successful Realty
01.2002 - 01.2011

Licensed Real Estate Agent

Tenace Realty
01.2000 - 01.2002

Licensed 240 Agent

Allstate Insurance Company
01.1991 - 01.1998

No Degree - Mass Communications

Broward College
LIDIA J. LAMBERTT-ESPINOZA