Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Natercia Grandelli

De Leon Springs

Summary

Dynamic Insurance Specialist with a proven track record at The Ormond Agency, excelling in policy analysis and regulatory compliance. Adept at enhancing client relationships and streamlining documentation processes, resulting in improved efficiency. Recognized for delivering tailored insurance solutions that meet client needs while ensuring adherence to industry standards.

Overview

19
19
years of professional experience

Work History

Insurance Specialist

The Ormond Agency
01.2021 - Current
  • Learned insurance policies and procedures to provide accurate information to clients.
  • Assisted in processing claims, ensuring compliance with company standards and regulations.
  • Supported the preparation of insurance documents and policy renewals for timely submissions.
  • Maintained organized records, improving data retrieval efficiency for client inquiries.

Insurance Agent

CENTRAL INSURANCE AGENCY
08.2006 - 10.2021
  • Developed and maintained strong client relationships to ensure consistent policy renewals.
  • Analyzed client needs to provide tailored insurance solutions and recommendations.
  • Managed policy documentation and compliance with regulatory standards efficiently.
  • Conducted regular policy reviews to identify coverage gaps and recommend adjustments.

Education

High School Diploma -

MOUNT PLESANT HIGH
Providence, RI
06-1987

Skills

  • Documentation skills
  • Policy analysis
  • Regulatory compliance
  • Reporting skills

Languages

Spanish
Professional Working
Portuguese
Native or Bilingual

Timeline

Insurance Specialist

The Ormond Agency
01.2021 - Current

Insurance Agent

CENTRAL INSURANCE AGENCY
08.2006 - 10.2021

High School Diploma -

MOUNT PLESANT HIGH

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