Overview
Work History
Education
Skills
Timeline
Generic
MARYBEL TAVERAS

MARYBEL TAVERAS

Pleasant Valley,NY

Overview

26
26
years of professional experience

Work History

Broker Manager

Garymar multiservice corp
Ossining, NY
05.2000 - 06.2022
  • Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
  • Cultivated positive relationships with homeowners to promote continued business.
  • Called [Number] lapsed customers each week to inquire about continuing needs.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Served as a point of contact for customers throughout the life cycle of their policies.
  • Strengthened traceability by developing organization systems for keeping records, reports, and agendas.
  • Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
  • Assessed client risk profiles and recommended appropriate coverage plans.
  • Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
  • Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
  • Finalized and maintained personal lines insurance policies within [Type] agency.
  • Attended networking events to build new contacts in the industry.
  • Prepared proposals and conducted closing interviews to increase insurance sales.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Researched insurance plans to find good options for clients' needs.
  • Ensured compliance with all applicable laws and regulations.
  • Greatly improved office operations by reducing backtracking of work through creation of material movement process.
  • Processed claims in a timely manner according to company procedures.

Insurance Broker

Elite agency and multiservices
Poughkeepsie, NY
04.2013 - 08.2021
  • Cultivated positive relationships with homeowners to promote continued business.
  • Interviewed prospective clients to learn about financial needs and discuss existing coverage.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Served as a point of contact for customers throughout the life cycle of their policies.
  • Coded claims forms and mediated disputes between carriers and clients.
  • Coordinated with wholesalers to develop insurance awareness and selling skills.
  • Promoted client retention through high-quality service and follow through.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Developed life insurance and commercial insurance leads to meet monthly sales targets.
  • Offered additional insurance products and [Type] services to capitalize on upsell opportunities.
  • Managed over [Number] policy renewals each year.
  • Interviewed prospective clients to obtain data about financial resources and needs.
  • Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
  • Provided information and answered questions via personal meetings, telephone calls, and email.
  • Assessed client risk profiles and recommended appropriate coverage plans.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Maintained effective communication between staff members by providing guidance on tasks and projects or addressing any concerns they may have had about their work environment or job duties.
  • Conducted regular audits of employee performance and provided feedback on areas of improvement.
  • Negotiated contracts with vendors for services necessary for daily operations.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Coordinated training sessions for new employees regarding company policies, procedures as well as job roles, responsibilities associated with their positions.
  • Engaged with existing and potential clients to gain insight into needs.
  • Implemented successful business strategies to increase revenue and target new markets.
  • Delegated work to staff, setting priorities and goals.

Licensed Insurance Producer

Allstate Insurance Co
White Plains, NY
03.1998 - 03.2000
  • Enhanced sales volume through skilled support to both new and inactive customers.
  • Performed analysis of current processes within the sales department to identify areas needing improvement.
  • Analyzed customer data to identify trends, preferences, and opportunities for growth.
  • Established ambitious goals for employees to promote achievement and surpass business targets.
  • Created and maintained sales environment to support business objectives.
  • Trained, coached, and mentored junior sales personnel to ensure success in their roles.
  • Supported sales team members to drive growth and development.
  • Established relationships with key clients, while maintaining existing customer base.
  • Prospected for new business using databases and other strategies to generate sales.
  • Answered customer inquiries regarding closing process as needed.
  • Met with clients to research cases, collect data and prepare settlement packages.
  • Processed applications and paperwork related to policy issuance or renewal.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Exceeded company sales goals for new policies.
  • Followed up with clients regularly to ensure satisfaction with services provided.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Developed appropriate quotes based on risk information.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Built relationships with existing clients by providing exceptional service.
  • Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
  • Identified cross-selling opportunities among existing customers.
  • Provided advice on financial planning and insurance policies.
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
  • Met with division leaders and consultants to discuss strategies to increase sales.
  • Advised clients on coverage amounts needed based on individual circumstances.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Achieved repeat business and referrals through personalized services.
  • Offered policy guidance and management to promote asset protection.

INSURANCE AGENT

NY LIFE INS
Saddle Brook, NJ
02.1996 - 03.1998
  • Developed relationships with new clients through cold calling and referrals from existing customers.
  • Strengthened traceability by developing organization systems for keeping records, reports, and agendas.
  • Assessed customer risk levels and recommended appropriate coverage options.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Prepared proposals and conducted closing interviews to increase insurance sales.
  • Gathered detailed information from customers prior to offering quotes or making recommendations.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Monitored market conditions to ensure that existing policies remain competitively priced.
  • Achieved repeat business and referrals through personalized services.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
  • Greatly improved office operations by reducing backtracking of work through creation of material movement process.
  • Interviewed prospective clients to obtain data about financial resources and needs.
  • Responded to customer inquiries and problems to promote great service.
  • Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
  • Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
  • Resolved customer complaints in a timely manner to maintain high satisfaction levels.
  • Maintained accurate records of all insurance transactions using computer software systems.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
  • Collaborated with others to discuss new opportunities.

Education

High School Diploma -

Instituto Evangelico
Dominican Republic
07-1987

Skills

  • Willing to Learn
  • Staff Recruitment and Hiring
  • Business Relationship Management
  • Relationship Building
  • Decision-Making
  • Adaptable to Market Fluctuations
  • Team Building Leadership
  • Sales Support
  • Customer Service
  • Recruitment and Hiring

Timeline

Insurance Broker

Elite agency and multiservices
04.2013 - 08.2021

Broker Manager

Garymar multiservice corp
05.2000 - 06.2022

Licensed Insurance Producer

Allstate Insurance Co
03.1998 - 03.2000

INSURANCE AGENT

NY LIFE INS
02.1996 - 03.1998

High School Diploma -

Instituto Evangelico

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MARYBEL TAVERAS