Lilian Lopez
Miami,FL
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Agent
Progressive Auto Insurance
Miami, FL
08/15/22 - Current
- Go over different insurance plans for clients according to their individual needs.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Responded to customer inquiries and problems to promote great service.
Insurance Agent
Insure Brite
Miami, FL
02.2017 - 05.2020
- Build and maintain constructive and effective relationships with clients
- Service Commercial Lines accounts as assigned
- Prepare company submissions for new and renewal business quotes
- Prepare proposals of insurance
- Review all applications for accuracy
- Obtain underwriter approval on manuscript endorsements
- Notify producer of any unpaid audits and request appropriate actions be made according to agency collections procedure
- Prepare and process endorsement requests
- Prepare and process cancellations when required
- Review policies, endorsements, audits, cancellations, and reinstatements for accuracy
- Order Loss Runs where applicable
- Prepare Business Questionnaires where applicable.
Customer Service Representative
Check Cashing USA
Hialeah, FL
01.2014 - 01.2017
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds
- Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips
- Enter customers' transactions into computers to record transactions
- Balance currency, coin, and checks in cash drawers at ends of shifts and calculate daily transactions, using computers, calculators, or adding machines
- Examine checks for endorsements and to verify other information, such as dates, bank names, identification of the persons receiving payments, and the legality of the documents
- Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank
- Prepare cash for deposit or disbursement
- Order a supply of cash to meet daily needs
- Order materials, supplies, or equipment
- Process and maintain records of customer loans
- Maintain financial or account records
- Receive and count daily inventories of cash, drafts, and travelers' checks
- Collect deposits, payments or fees
- Prepare and verify cashier's checks
- Sort and file deposit slips and checks
- File documents or records
- Monitor bank vaults to ensure cash balances are correct
- Process transactions, such as term deposits, automated teller transactions, night deposits, and mail deposits
- Execute sales or other financial transactions
- Identify transaction mistakes when debits and credits do not balance
- Arrange monies received in cash boxes and coin dispensers according to denomination
- Resolve problems or discrepancies concerning customers' accounts
- Respond to customer problems or complaints.
Education
Vocational school - Medical Billing & Coding
Florida Career College-Miami
01.2009
High school diploma -
Hialeah Senior High School
07.2007
Skills
- Proposal Writing
- Medical Billing
- Medical Coding
- Insurance Sales
- Policy Writing
- Policy Knowledge
Certification
- Insurance License, 02/01/22, 02/01/23
- 4-40 license
- 20-44 License
Languages
- Spanish, Fluent
- English, Fluent
Accomplishments
- August -Rising Star
- September- Top Performer
- October -Rising Star
- November -Rising Star
- January -Top Performer
Languages
Spanish
Professional
English
Professional
Timeline
Insurance Agent
Insure Brite
02.2017 - 05.2020
Customer Service Representative
Check Cashing USA
01.2014 - 01.2017
Insurance Agent
Progressive Auto Insurance
08/15/22 - Current
Vocational school - Medical Billing & Coding
Florida Career College-Miami
High school diploma -
Hialeah Senior High School
- Insurance License, 02/01/22, 02/01/23
- 4-40 license
- 20-44 License
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