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
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
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
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
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
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
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
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
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
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
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
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