Lidya Da Silva
Boca Raton,FL
Summary
Hardworking and reliable focused on going above and beyond to support team and serve customers. Trained in social relations and offering top-notch costumers satisfactions abilities. Motivated to continue to learn and grow as finance professional. Practiced Financial education, private retirement plan, and life insurance planning. Skilled in identify client's needs. Skilled team player with strong background in costumers service environments. Works well independently to handle assignments and always ready to go beyond basics assignments. Quick learner with good computer abilities. Dependable worker equipped for fast-paced work and changing daily needs. Serves customers effectively with attention to detailed approach. Seeks out opportunities to go beyond basics, improve processes, and increase customer satisfaction. Insightful Insurance Sales Agent bringing years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement. Esteemed Health and Life Insurance Agent with excellent sales and communication skills. Enhanced abilities in processing claims quickly and providing friendly service. Offers working knowledge of state coverage requirements and limitations.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Insurance Agent
Five Rings Financial
Littleton , CO
2020.11 - Current
- Analyzed financial information obtained from clients to determine strategies for meeting clients' objectives.
- Interviewed clients to determine current income, expenses, tax status, and financial objectives and design unique financial plan to each of one.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Maintained high standards of customer service by building relationships with clients preventing from charge backs.
- Responded to customer calls swiftly to resolve issues and answer questions.
Officer Manager
LD, M International
Deerfield Beach , FL
2016.01 - 2019.01
- Processed the purchase orders and supply requisitions submitted by department personnel
- Resolved vendor or contractor grievances and claims against suppliers
- Negotiated the company's contracts and delivery schedules with suppliers
- Administered web-based purchasing system to keep information current and costs low
- Reviewed purchase order claims and contracts for compliance with company policy
- Assisted team members and managers with tasks to maintain productivity and meet project milestones
- Supported operations with consistent maintenance and updates of corporate files and records
- Drafted purchasing and contract management instructions, policies, and procedures.
Manager's Assistant
Jody and Jack Hair Salon
Boca Raton , FL
2015.10 - 2016.01
- Supervised hourly and temporary personnel, providing work direction and reviewing work processes with staff
- Coordinated work handoffs and schedules with other Shift Managers to improve quality of service by offering more appointments spots to clients.
- Reported customer complaints, and other significant issues to upper-level management
- Promoted friendly, prompt service to all customers elevating the rating of satisfaction and fidelity.
- Stayed current with all salon initiatives and communications, sharing with associates as required
- Maintained focus on promoting and driving sales, including execution of next season planning
- Addressed and resolved customer inquiries and complaints and engaged with customers to determine satisfaction levels with services offered.
- Attended monthly sales meetings and reported pertinent information to employees.
- Supported department procurement activities by coordinating with manager for direction
Education
Associate of Arts - General Education
Lingua Language Center At Broward College
Fort Lauderdale, FL07.2017
Bachelor of Hospitality Management - Tourism
Universidade Catolica De Pernambuco, PE
Brazil12.2002
Skills
- Excellence in client's relations,
- Identifying client's needs.
- Great communications skills.
- Ability to generate Networking. Problem-solving with creative thinking.
- Policy Renewals.
- Policy Feature Explanations
- Persuasive Negotiations.
- Insurance Coverage Verification
- Policy Adjustment Knowledge
Certification
- Licensed Health Insurance.
- Licensed Life Insurance and Annuities.
Languages
English
Full Professional
Portuguese
Native or Bilingual
Spanish
Limited Working
Timeline
Insurance Agent
Five Rings Financial
2020.11 - Current
Officer Manager
LD, M International
2016.01 - 2019.01
Manager's Assistant
Jody and Jack Hair Salon
2015.10 - 2016.01
Associate of Arts - General Education
Lingua Language Center At Broward College
Bachelor of Hospitality Management - Tourism
Universidade Catolica De Pernambuco, PE
- Licensed Health Insurance.
- Licensed Life Insurance and Annuities.
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