Lis Lores
Pembroke Pines,FL
Summary
Highly motivated professional with several years of entrepreneurial, insurance, and management experience. Skillfully creates and maintains professional and loyal relationships with co-workers, staff, and clients. Comfortable working independently as manager and leader, as well as a collaborative team member. Applies strong business acumen, extensive insurance expertise, and decisive judgment to consistently meet and exceed organizational goals.
Overview
7
7
years of professional experience
2014
2014
years of post-secondary education
Work History
Owner/CEO
Advantage Insurance USA
Pembroke Pines, FL
07.2018 - Current
- Managed daily operations of insurance agency ensuring efficient service delivery.
- Developed and implemented marketing strategies to attract new clients.
- Evaluated insurance policies to provide tailored solutions for clients' needs.
- Established strong client relationships through effective communication and support.
- Identified new opportunities for growth, expansion, and diversification.
- Maintained relationships with existing clients by providing superior customer service.
- Ensured compliance with local, state, and federal regulations.
Insurance Sales Agent
Hola Doctor
Miami, FL
08.2018 - 01.2021
- Developed strong relationships with clients to understand their insurance needs.
- Provided expert guidance on various insurance products and coverage options.
- Conducted detailed policy reviews to ensure client satisfaction and compliance.
- Managed documentation and maintained accurate records of client interactions.
- Facilitated claims processes by assisting clients with necessary paperwork.
- Built relationships with existing clients by providing exceptional service.
- Processed applications and paperwork related to policy issuance or renewal.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Advised clients on coverage amounts needed based on individual circumstances.
- Provided guidance about different types of insurance products available.
- Exceeded company sales goals for new policies.
- Management of CRM systems (inbound/outbound), TLD, among others.
- Submission of applications through the Marketplace platform.
Education
Residence Insurance License - 0240 HEALTH /0214 Life-Annuity
Miami, FLMaster of Science - Business Management
Universidad Fermín Toro
Barquisimeto, Lara 10.1999 - 07.2001
Bachelor of Science - Human Resources Management
IUTIRLA
Barquisimeto, Lara 01.2003 - 10.1996
Skills
- Business strategy
- Market analysis
- Sales optimization
- Customer acquisition
- Team leadership
- Conflict resolution
- Decision making
- Sales management
- Sales strategy development
- Human resource management
- Sales leadership
- Customer relations
- Client service
- Marketing
Timeline
Insurance Sales Agent
Hola Doctor
08.2018 - 01.2021
Owner/CEO
Advantage Insurance USA
07.2018 - Current
Bachelor of Science - Human Resources Management
IUTIRLA
01.2003 - 10.1996
Master of Science - Business Management
Universidad Fermín Toro
10.1999 - 07.2001
Residence Insurance License - 0240 HEALTH /0214 Life-Annuity