Luis Prieto
Miami,FL
Summary
Dynamic professional with a proven track record at Avant-Insurance Inc, excelling in customer service and client retention. Skilled in CRM software and bilingual communication, adept at boosting customer satisfaction and streamlining policy processes. Mentored junior agents, enhancing team productivity and achieving sales targets through innovative strategies and ethical professionalism.
Overview
5
5
years of professional experience
Work History
Insurance Agent
Avant- Insurance Inc
02.2022 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Mentored junior agents, sharing industry insights and best practices for success in the field.
- Utilized CRM software to manage client relationships.
- Streamlined administrative tasks, improving overall office efficiency and productivity.
Sales Associate
Home Depot
07.2021 - 02.2022
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
- Prepared merchandise for sales floor by pricing or tagging.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
- Solved customer challenges by offering relevant products and services.
Assistant Manager
Little Caesars Pizza
11.2019 - 02.2021
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
Education
Associate Of General Studies -
South West Miami Senior Highschool
Miami, FL06.2021
Skills
- Customer service
- Bilingual
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Client relations
- Client retention
- Account management
- Life insurance
- CRM software
- Health insurance
- Leads prospecting
- Critical thinking
- New agent training
- Policy changes
- Life insurance sales
- Call center customer service
- Insurance claim regulations
- Employee training
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Insurance Agent
Avant- Insurance Inc
02.2022 - Current
Sales Associate
Home Depot
07.2021 - 02.2022
Assistant Manager
Little Caesars Pizza
11.2019 - 02.2021
Associate Of General Studies -
South West Miami Senior Highschool
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