Lucy Arbelaez
Orange City,FL
Summary
Results‑driven Insurance Agent with experience helping clients understand coverage options, assess risk, and select policies aligned with their financial goals. Skilled in building long‑term customer relationships, managing renewals, and delivering clear, confident guidance across auto, home, life, and commercial insurance products. Known for strong communication, consultative sales techniques, and consistently meeting or exceeding performance targets.
Overview
10
10
years of professional experience
2
2
Certification
Work History
Life & Health Insurance Agent
Multiple Carriers
11.2024 - Current
- Represented several insurance companies, offering clients a broad portfolio of life and health products tailored to their financial and coverage needs.
- Guided individuals and families through policy selection, underwriting requirements, and long‑term planning considerations.
- Leveraged multi‑carrier expertise to match clients with the most competitive and suitable products, improving satisfaction and retention.
- Cultivated strong, trust‑based relationships through proactive communication and personalized service.
Insurance Underwriter
Southern Insurance Underwriters
09.2019 - 09.2024
- Evaluated risk factors to develop tailored insurance solutions, driving policy uptake and enhancing client satisfaction.
- Conducted market analysis to identify emerging trends, enabling strategic adjustments that led to noticeable gains in competitive positioning.
- Implemented a digital client management system, streamlining communication and reducing response times for service inquiries.
- Partnered with cross-functional teams to refine underwriting guidelines, promoting a unified approach and improving operational efficiency.
- Conducted in-depth market research, identifying trends that informed strategic adjustments and resulted in marked gains in competitive positioning.
- Enhanced underwriting processes through data analytics, significantly reducing turnaround times and increasing accuracy in risk assessments.
- Cultivated strong client relationships through effective communication, ensuring customer needs were met and satisfaction remained high.
- Streamlined risk assessment protocols, leading to improved accuracy in underwriting decisions and enhanced client trust.
- Developed targeted marketing campaigns, significantly increasing policy engagement and contributing to overall revenue growth.
- Enhanced underwriting processes through advanced data analytics, significantly improving accuracy in risk assessments and reducing turnaround times.
Education
Bachelor of Science - Business Administration
Everglades University
Maitland, FL12-2020
Skills
- Client needs assessment
- Policy recommendations & cross‑selling
- Claims support & issue resolution
- CRM & policy management systems
- Regulatory compliance
- Relationship building & retention
- Quote preparation & underwriting coordination
Certification
220 Property and Casualty license,
215 life Health and Annuities License
Languages
English
Spanish
Timeline
Life & Health Insurance Agent
Multiple Carriers
11.2024 - Current
Insurance Underwriter
Southern Insurance Underwriters
09.2019 - 09.2024
Bachelor of Science - Business Administration
Everglades University