MONALIZA PACHECO CROWSON
Charlotte,NC
Summary
Trilingual (Portuguese, English and Spanish) professional with 8+ years of insurance sales, business management, and marketing experience implementing effective, customer-oriented selling techniques to convert leads into sales, drive business growth, and support long-term financial sustainability. Excellent communication, problem-solving, negotiation, leadership, interpersonal, teamwork, customer service, and time management skills. Proficiency in Microsoft Office (Word, Excel, PowerPoint) and CorelDraw.
Overview
13
13
years of professional experience
Work History
Risk Advisor
The Baldwin Group
Charlotte, NC
06.2024 - Current
- Increased customer satisfaction by efficiently handling inbound and outbound sales calls.
- Navigated multiple software platforms concurrently while engaging customers in conversations, enhancing multitasking skills in a fast-paced environment.
- Developed long-term relationships with customers by providing exceptional service and tailored solutions.
- Strengthened customer loyalty through empathetic listening and understanding individual requirements.
Insurance Agent
North American Senior Benefits
Charlotte , NC
01.2024 - Current
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Prepared proposals and conducted closing interviews to sell insurance products.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Monitored clients' insurance coverages to ensure changing needs were met.
Insurance Agent
National General Insurance Company
Charlotte , NC
12.2022 - 12.2023
- Provided customers with information regarding plan features, pricing, and availability.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Maintained accurate records of all insurance transactions using computer software systems.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Processed payments received from clients promptly according to established procedures.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Contacted underwriters and submitted forms to obtain binder coverage.
Bartender
Hyatt
Charlotte , NC
08.2020 - 11.2022
- Greeted customers and provided excellent customer service.
- Prepared alcoholic and non-alcoholic beverages according to recipe standards.
- Ensured proper sanitation of bar area, glassware, utensils, and equipment.
- Provided drink suggestions to customers based on their preferences.
- Maintained inventory of liquor, beer, wine, and other beverage items.
- Monitored guests' alcohol consumption levels to prevent over-intoxication or underage drinking.
- Managed cash drawer at the end of each shift ensuring accuracy of funds received.
Bartender
Chima Brazilian Steakhouse
Charlotte, NC
10.2018 - 06.2020
- Provided excellent customer service, working with staff to ensure orders were served promptly and accurately
- Maintained clean bar area in accordance with all corporate guidelines related to hygiene, safety, and cleanliness
- Managed a high-volume, fast paced environment and gained immeasurable experience in multitasking, verbal communication, customer satisfaction, and conflict management.
Insurance Sales Representative
Mongeral Aegon
Brazil
05.2016 - 03.2018
- Built and maintained positive, profitable relationships with external clients from different backgrounds, focusing on delivering high-quality, timely resolutions and achieving optimum levels of client satisfaction and loyalty
- Provided customized recommendations to clients regarding life insurance, private pensions, and financial protection
- Communicated and followed up with clients to understand their pain points and ensure their needs were met
- Supported external communication and marketing initiatives by updating clients’ contact information regularly and assisting telemarketing content building
- Designed and deployed sales optimization programs to boost customer base and market penetration.
Digital Marketing Consultant
Freelancer
Brazil
11.2016 - 01.2018
- Established online and offline marketing goals for corporate clients to guarantee brand exposure and return on investment (ROI) in digital media
- Created customized digital marketing plans aligned with each company’s overall marketing strategies to achieve defined objectives.
Chief Executive Officer (CEO)
Pacheco e Abess Consultoria e Eventos
Brazil
05.2015 - 05.2016
- Managed numerous strategic initiatives such as organizational management, administrative operations development and optimization, and strategic business plans, among others
- Conducted refined market research and analysis, using expertise to translate analyses and insights into actionable business recommendations for clients
- Organized and participated in various cultural and business events such as workshops, meetings and lectures as company representative.
Business Executive
Unimed Seguradora
Brazil
05.2013 - 04.2015
- Served as the main point of contact for multiple insurance brokers in the north region of Brazil
- Directly coordinated a wide range of initiatives including but not limited to overseeing case status, insurance policy issuance, calculation and payment of insurance sales representatives’ commission, and others
- Led meetings, workshops and trainings regarding company’s insurance products and solutions for internal stakeholders, insurance brokers, and external clients.
Insurance Consultant
AR Menezes Corretora de Seguros
Brazil
05.2011 - 05.2013
- Delivered outstanding sales performance for multiple types of insurance to end-users and corporate clients.
Education
Bachelor degree in Marketing -
Universidade Paulista
01.2013
Skills
- Excellent communication
- Problem-solving
- Negotiation
- Leadership
- Interpersonal
- Teamwork
- Customer service
- Time management
- Proficiency in Microsoft Office (Word, Excel, PowerPoint)
- CorelDraw
Timeline
Risk Advisor
The Baldwin Group
06.2024 - Current
Insurance Agent
North American Senior Benefits
01.2024 - Current
Insurance Agent
National General Insurance Company
12.2022 - 12.2023
Bartender
Hyatt
08.2020 - 11.2022
Bartender
Chima Brazilian Steakhouse
10.2018 - 06.2020
Digital Marketing Consultant
Freelancer
11.2016 - 01.2018
Insurance Sales Representative
Mongeral Aegon
05.2016 - 03.2018
Chief Executive Officer (CEO)
Pacheco e Abess Consultoria e Eventos
05.2015 - 05.2016
Business Executive
Unimed Seguradora
05.2013 - 04.2015
Insurance Consultant
AR Menezes Corretora de Seguros
05.2011 - 05.2013
Bachelor degree in Marketing -
Universidade Paulista