Nazly Loaiza
Orlando
Summary
Sales and customer service professional with extensive experience in consultative sales, client relations, and account management across insurance, real estate, and tax services. Professionally trained and developed at Combined Insurance, where a strong foundation in insurance sales, customer education, and needs-based solutions was established. Currently active in health, life, and supplemental insurance, as well as real estate and tax services, delivering integrated, client-centered solutions that drive revenue, trust, and long-term relationships.
Overview
21
21
years of professional experience
Work History
Insurance & Taxes Agent
LPS Multiservices Agency
08.2019 - Current
- Tax preparation, Florida insurance enrollment, compliance, and bilingual advisory.
- Utilized CRM tools to track leads, manage follow-ups, and ensure timely responses to client needs.
- Monitored client feedback to continuously improve service quality and address concerns.
- Provided customer service to clients through phone and email communication.
- Responded promptly to customer service calls and inquiries from diverse groups of individuals.
- Attended team meetings regularly to discuss updates on products, services and policies changes.
- Assisted customers with placing orders, answering questions about products, pricing, availability, product uses and credit terms.
- Processed payments from customers by cash, check or credit cards accurately according to company guidelines.
- Followed established procedures for processing returns, exchanges, refunds while maintaining high levels of accuracy.
- Prepared and delivered presentations to clients and management.
- Reviewed and advised on legal documents to protect clients' interests.
- Identified needs of customers promptly and efficiently.
- Led training sessions for junior agents to enhance team capabilities.
- Conducted due diligence on behalf of clients for various transactions.
- Kept abreast of regulatory changes and industry standards to ensure compliance.
- Implemented marketing strategies to attract new clients.
Licensed Realtor
State of Florida
06.2017 - Current
- Buyers/sellers representation, MLS listings, inspections, financing and closings.
- Conducted comprehensive market analyses to identify trends and pricing strategies for residential properties.
- Coordinated property listings to ensure accurate representation in Multiple Listing Services (MLS).
- Managed open house events, providing tours and answering inquiries to engage potential buyers.
- Built and maintained strong relationships with clients to facilitate successful transactions and repeat business.
- Prepared and reviewed contracts to ensure compliance with state regulations and protect clients' interests.
- Collaborated with mortgage brokers and lenders to streamline financing processes for clients.
- Managed real estate transactions from initiation to closing.
- Communicated regularly with clients via phone, email or text message to provide updates on progress.
- Regularly attended continuing education classes in order to stay up-to-date on new laws and regulations affecting real estate sales.
- Compiled comparative market analysis to determine competitive listing prices for sellers.
- Organized property tours for potential buyers, highlighting key features of each property visited.
- Maintained detailed records of client interactions and transactions.
- Monitored changes in the real estate industry that could affect the value of a property.
- Coordinated with other real estate agents to facilitate successful transactions.
- Evaluated mortgage options to help clients obtain financing at best rates and terms.
- Promoted active listings through social media marketing, open houses and newsletters.
Insurance Agent
Combined Insurance (A Chubb Company)
01.2017 - 12.2021
- Health, accident, and supplemental insurance sales, renewals, claims, bilingual support, and compliance.
- Analyzed client data to identify potential risks and recommend appropriate coverage.
- Participated in ongoing training to stay updated on industry regulations and products.
- Utilized CRM software to track customer interactions and manage follow-ups.
- Scheduled and conducted policy reviews to ensure clients maintain adequate coverage.
- Attended networking events to establish connections and grow referral sources.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
Retail Sales Associate
T-Mobile
01.2017 - 12.2017
- Customer support, device sales, billing assistance.
- Engaged customers to understand their needs and provide tailored solutions.
- Managed inventory levels to ensure optimal product availability on the sales floor.
- Collaborated with team members to achieve sales targets and improve store performance.
- Assisted in training new associates on sales techniques and product knowledge.
- Monitored sales performance metrics to identify areas for improvement.
- Developed strong relationships with repeat customers to foster loyalty.
- Assisted customers with finding the right product for their needs.
- Kept calm and applied strong problem-solving and interpersonal skills to resolve conflicts.
- Maintained a clean work environment by sweeping, dusting, vacuuming and mopping floors.
Operations Manager
Eventti’s Group C.A.
01.2010 - 12.2014
- Administrative coordination, permits, accounts.
- Coordinated logistics for various events across multiple venues.
- Developed operational procedures to streamline event processes.
- Managed vendor relationships to ensure timely service delivery.
- Implemented inventory management systems for event supplies and equipment.
- Resolved customer complaints in a timely manner while ensuring customer satisfaction remains at optimal levels.
- Monitored and improved efficiency of processes, team performance, and customer service.
- Established effective relationships with vendors to negotiate pricing and secure materials needed for production.
General Manager
Inversiones Mena C.A.
01.2005 - 12.2010
- Wholesale operations, logistics, billing, and sales team supervision.
- Coordinated cross-departmental projects to support organizational goals and initiatives.
- Analyzed market trends to inform decision-making and strategic direction.
- Managed all aspects of daily business operations including budgeting, staffing, scheduling, inventory control, customer service and sales.
- Tracked monthly sales to generate reports for business development planning.
- Implemented employee recognition programs to motivate staff members towards achieving organizational goals.
- Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
- Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
Education
Florida Licensed Health & Life Insurance Agent -
Florida, United States01.2017
Florida Licensed Real Estate Agent (Realtor) -
TREI
Florida, United States01.2017
Business Administration Degree -
Bicentenaria University
Venezuela07-1999
Attorney / Lawyer - Venezuela
Bicentenaria University
VenezuelaSkills
- Real estate transactions (Florida)
- Presentation skills
- Policy analysis
- Sales strategy
- Negotiation skills
- Time management
- Cold calling
- Life insurance
- Private insurance
- New client acquisition
- Marketing strategies
- Professionalism and ethics
- Business administration
- Licensed health and life insurance agent (Florida)
- Tax preparation and financial documentation
- Customer service and client relations
- Legal documentation and contract review
- Bilingual communication (EN/ES)
- CRM systems and Microsoft Office Suite
Permanent Resident
True
Education And Licensing
- Attorney / Lawyer, Venezuela
- Florida Licensed Health & Life Insurance Agent, Since 2017
- Florida Licensed Real Estate Agent (Realtor), TREI, 2017
- Business Administration Degree, Venezuela
Timeline
Insurance & Taxes Agent
LPS Multiservices Agency
08.2019 - Current
Licensed Realtor
State of Florida
06.2017 - Current
Insurance Agent
Combined Insurance (A Chubb Company)
01.2017 - 12.2021
Retail Sales Associate
T-Mobile
01.2017 - 12.2017
Operations Manager
Eventti’s Group C.A.
01.2010 - 12.2014
General Manager
Inversiones Mena C.A.
01.2005 - 12.2010
Florida Licensed Health & Life Insurance Agent -
Florida Licensed Real Estate Agent (Realtor) -
TREI
Business Administration Degree -
Bicentenaria University
Attorney / Lawyer - Venezuela
Bicentenaria University