Detail-oriented Insurance Specialist with expertise in client education and claims processing. Proven ability to enhance customer satisfaction through effective communication and timely resolution of policy inquiries.
Overview
7
years of professional experience
2
Certifications
Work History
Allstate Corp
Tampa, FL
Insurance Specialist
08.2025 - Current
Job overview
Assisted clients in understanding insurance policies and coverage options.
Processed claims efficiently, ensuring timely resolution and customer satisfaction.
Coordinated with underwriters to analyze risk factors for policy applications.
Maintained accurate records of client interactions and policy details in CRM system.
AmeriLife
Tampa, FL
Insurance Broker
01.2023 - 08.2025
Job overview
Developed customized insurance solutions to meet client needs and enhance satisfaction.
Conducted thorough risk assessments to identify coverage gaps and recommend appropriate policies.
Collaborated with underwriters to streamline policy issuance and improve turnaround times.
Built strong relationships with clients through effective communication and ongoing support.
Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
Tephra Solar
Tampa, FL
Solar Sales Representative
01.2019 - 05.2021
Job overview
Led solar energy consultations, educating clients on system benefits and financial savings.
Developed tailored solar solutions based on client needs and property assessments.
Streamlined sales processes, improving efficiency in lead tracking and follow-up activities.
Built strong relationships with clients, resulting in increased referrals and repeat business.
Education
Florida Gulf Coast University
Fort Myers, FL
Associate of Science from Journalism And Mass Communication
05-2024
Skills
Documentation skills
Policy analysis
Account management
Reporting skills
Regulatory compliance
Insurance law
Negotiation
CRM software
Certification
0440 Customer Representative - issued 08/07/2025
0240 Health License- issued 02/13/2023
Languages
English
Full Professional
Spanish
Limited Working
Timeline
Insurance Specialist
Allstate Corp
08.2025 - Current
Insurance Broker
AmeriLife
01.2023 - 08.2025
Solar Sales Representative
Tephra Solar
01.2019 - 05.2021
Florida Gulf Coast University
Associate of Science from Journalism And Mass Communication