LUZ MARIA DE LA CRUZ
Port Saint Lucie,USA
Summary
Bilingual licensed insurance agent with proven experience in life, health, annuity, ACA, and Medicare products. Adept at guiding clients through complex plan options, driving outreach and enrollment efforts, and fostering long-term relationships. Combines a strong sales foundation with community engagement and digital marketing skills. Seeking a remote opportunity to contribute to a purpose-driven team while continuing to grow professionally.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Licensed Life, Health, and Annuity Insurance Agent
Prosper life insurance
11.2023 - Current
- Provide personalized insurance solutions for clients, including life insurance, health insurance, and annuity products.
- Assist individuals and families with Medicare, Affordable Care Act (ACA) enrollments, and supplemental insurance plans.
- Conduct policy reviews, explain coverage options, and recommend products tailored to client needs.
- Manage client portfolios, follow up on renewals, and ensure compliance with regulatory guidelines.
- Develop new business through networking, referrals, and community engagement.
Event Planner & Marketing Manager
Prosper life insurance
11.2023 - Current
- Coordinate and execute corporate events, seminars, and client appreciation gatherings.
- Manage event budgets, vendor relations, and event logistics to ensure seamless execution.
- Lead marketing campaigns across social media, email, and community channels to promote insurance services and agency growth.
- Design marketing materials and oversee branding efforts to enhance agency visibility.
- Increased event attendance by developing strategic marketing campaigns and engaging promotional materials.
- Coordinated schedules and timelines for events.
Assistant Sales Manager
My EyeLab
07.2018 - 08.2019
- Oversaw financial documentation and daily sales reporting.
- Led marketing efforts to increase visibility and foot traffic.
- Supported sales staff to consistently meet sales goals.
- Resolved customer issues promptly, maintaining high levels of customer satisfaction and trust in the brand.
- Trained new hires on product knowledge, enhancing their ability to sell confidently and successfully close deals.
Sales Associate
Stanton Optical
09.2017 - 07.2018
- Educated customers on promotions and insurance coverage.
- Conducted optometric pre-checks and verified insurance eligibility.
Education
Real Estate Program -
Gold Coast Schools
08.2020
Health & Life Insurance Pre-Licensing Course - undefined
Learning Exam Fx
High School Diploma - undefined
Treasure Coast High School
Port Saint Lucie, FL05.2017
Skills
- Licensed in Life & Health Insurance
- Customer Service & Relationship Building
- Remote Sales & Policy Advising
- CRM & Client Management Tools (eg, Salesforce)
- Strong Written & Verbal Communication
- Time Management & Self-Motivation
- Virtual Meeting Platforms (Zoom, Teams)
- Document Handling & E-signature Tools (DocuSign)
- Tech-Savvy & Quick Learner
- Goal-Oriented & Independent Worker
- Strong communication skills, both verbal and written
- Strong organizational skills and attention to detail
- Digital File Organization
- Multitasking Across Platforms
- Note-Taking & Recordkeeping
- Managing Online Databases/Client Information
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
Certification
- Licensed Life, Health, and Annuity Insurance Agent (215 and 240 licenses)
- Certified Health & Life Insurance Course Graduate
- CPR Certified
- CNA Certified
Languages
English, Fluent in listening, speaking, reading, and writing
Spanish, Native language
Timeline
Licensed Life, Health, and Annuity Insurance Agent
Prosper life insurance
11.2023 - Current
Event Planner & Marketing Manager
Prosper life insurance
11.2023 - Current
Assistant Sales Manager
My EyeLab
07.2018 - 08.2019
Sales Associate
Stanton Optical
09.2017 - 07.2018
Health & Life Insurance Pre-Licensing Course - undefined
Learning Exam Fx
High School Diploma - undefined
Treasure Coast High School
Real Estate Program -
Gold Coast Schools
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