Results-driven insurance processing expert with a proven track record of ensuring accuracy and efficiency in policy administration. Recognized for exceptional analytical skills, meticulous attention to detail, and the ability to manage multiple tasks under tight deadlines. A collaborative team player thriving in dynamic environments, consistently delivering high-quality results that meet evolving needs. Proficient in claims processing, data entry, and policy updates, with a strong emphasis on compliance and enhancing customer satisfaction.
Overview
13
13
years of professional experience
1
1
Certification
Work History
INSURANCE PROCESSOR AGENT
LANDING FINANCIAL GROUP INC
North Palm Beach, FL
06.2022 - Current
Processed insurance applications efficiently, ensuring accuracy and compliance with industry standards.
Managed client communications, addressing inquiries and providing support to enhance customer satisfaction.
Streamlined document handling processes, reducing turnaround times for policy approvals and renewals..
Developed custom solutions tailored to individual clients'' needs which ultimately increased overall client retention rates.
Enhanced departmental efficiency by staying current on industry trends, regulations, and best practices for insurance processing.
Achieved high levels of client satisfaction through attentive listening, clear explanations of complex concepts, and consistent follow-through on commitments.
Served as a knowledgeable resource for colleagues navigating complex claims or policy issues, fostering a collaborative work environment that prioritized client success.
Executed calls, sent emails and employed other channels to communicate with existing and prospective clients.
Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
Reviewed outstanding requests and redirected workloads to complete projects on time.
Established strong client relationships through proactive outreach and personalized service delivery.
Analyzed complex financial data to drive insights and support strategic planning initiatives.
Manager
International Polo Club Palm Beach
Wellington, FL
12.2016 - 04.2022
Trained and guided team members to maintain high productivity and performance metrics
Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows to meet any daily demand
Maintained team efficiency by strategically delegating daily activities, monitoring output and rewarding positive contributions
Developed and implemented productivity initiatives, in addition to coordinating itinerary and scheduling appointments
Maintained current knowledge of all facets of operations
Cross-trained existing employees in order to maximize team performance
Trained new employees in specific job requirements
Hired, trained and mentored staff to maximize effectiveness
Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands
Communicated best practices among on-site and external personnel to align efforts and goals
Evaluated employees' strengths and assigned tasks based upon experience and training
Established and maintained positive work environment to enhance retention and productivity
Increased Sales each week by giving tips on upselling to the staff.
Bartender
Whitehorse Fashion Cuisine
Wellington, FL
11.2017 - 05.2021
Recruited and trained numerous bartenders and barbacks and scouted and auditioned performers for various special events
Developed unique drink and cocktail offerings on monthly basis as part of seasonal offerings
Applied excellent organizational and multitasking abilities to handle simultaneous customer, team and business needs while avoiding unnecessary delays or errors
Polished glassware, bussed tables and removed debris to keep customer areas fresh and clean
Managed accurate register and produced daily sales reports backing up inventory usage numbers
Consulted with managers to organize special events and promotions such as trivia nights to bring in new customers
Took customer orders and capitalized on opportunities to sell special beverage and food options
Maintained secure cash drawers, promptly resolving discrepancies for accuracy
Upsold daily specials and beverage promotions to exceed daily sales goals
Managed bar inventory, restocked supplies and placed orders for spirits, beer, wines and mixers
Kept alcoholic beverages well-stocked and organized to meet expected demands.
Bartender
The Bol
Coconut Creek, FL
06.2019 - 01.2020
Managed bar revenues, ensuring that all patrons were billed and all cash properly accounted for
Carefully followed safety and sanitation policies handling food and beverages
Waited on multiple customers at the bar and throughout the bar area
Served each guest courteously, quickly and efficiently
5 years customer service experience
Notified a manager if a guest was intoxicated or rude to other guests
Created effective employee schedules that maintained coverage at peak times and minimized labor costs
Verified that guests at the bar were of legal age
Consistently used suggestive selling techniques
Closed out cash register and prepared cashier report
Maintained a consistent, regular attendance record
Poured drinks using standard pour according to specifications
Notified management of ordering needs (liquor, beer, wine, paper goods, etc.)
Recruited, hired and trained staff on bar practices, customer service standards and productivity strategies
Cleaned shelving, mixers, cups, blenders and soda guns
Ensured liquor was secured at the end of shifts
Set up glassware and liquor prior to events
Adhered to state laws regarding alcoholic beverage service
Greeted guests in a timely and professional manner
Refused service to intoxicated guests.
Bartender/Manager
The Grille Fashion Cuisine
Wellington, FL
11.2012 - 04.2018
Managed bar revenues, ensuring that all patrons were billed and all cash properly accounted for
Carefully followed safety and sanitation policies handling food and beverages
Waited on multiple customers at the bar and throughout the bar area
Served each guest courteously, quickly and efficiently
5 years customer service experience
Notified a manager if a guest was intoxicated or rude to other guests
Created effective employee schedules that maintained coverage at peak times and minimized labor costs
Verified that guests at the bar were of legal age
Consistently used suggestive selling techniques
Closed out cash register and prepared cashier report
Maintained a consistent, regular attendance record
Poured drinks using standard pour according to specifications
Notified management of ordering needs (liquor, beer, wine, paper goods, etc.)
Recruited, hired and trained staff on bar practices, customer service standards and productivity strategies
Cleaned shelving, mixers, cups, blenders and soda guns
Ensured liquor was secured at the end of shifts
Set up glassware and liquor prior to events
Adhered to state laws regarding alcoholic beverage service
Greeted guests in a timely and professional manner
Refused service to intoxicated guests.
Education
2-15 Life, Health And Annuity License - Fiancial Advising
Kaplan University
Remote
02-2023
Associate of Arts - Psychology
Palm Beach State College
Palm Beach Gardens, FL
01-2016
High School Diploma - undefined
Wellington Community High School
Wellington, FL
01-2014
Skills
Organizational skills
Effective verbal communication
Long-term strategic planning
Financial planning
Strong written communication skills
Guidance and support
Efficient scheduling
Underwriting
Policy review
Claim processing
Time management
Problem-solving abilities
Multitasking
Critical thinking
Computer proficiency
Documentation skills
Data entry
Professionalism
Certification
Life insurance and Annuity License - 3 Years
LANGUAGES
English - Native or Bilingual
Spanish - Native or Bilingual
American Sign Language - Limited Working
Timeline
INSURANCE PROCESSOR AGENT
LANDING FINANCIAL GROUP INC
06.2022 - Current
Bartender
The Bol
06.2019 - 01.2020
Bartender
Whitehorse Fashion Cuisine
11.2017 - 05.2021
Manager
International Polo Club Palm Beach
12.2016 - 04.2022
Bartender/Manager
The Grille Fashion Cuisine
11.2012 - 04.2018
Associate of Arts - Psychology
Palm Beach State College
High School Diploma - undefined
Wellington Community High School
2-15 Life, Health And Annuity License - Fiancial Advising