Results-driven agent providing customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
7
7
years of professional experience
Work History
Commercial Insurance Agent
Metro Boston Insurance Agency
12.2022 - Current
Reviewed, shopped and processed renewals.
Collected premiums on or before effective date of coverage.
Writing (and rewriting) new quotes such as General Liability, Workers Compensation, Commercial Auto, and a few Commercial Properties for small businesses.
Scanning and contacting clients, accountants and auditors for yearly audits. Mainly Workers Compensation audits and some General Liability.
Strengthened client relationships with timely follow-up and excellent customer service, leading to increased retention rates.
Provided advice, answered queries and escalated complaints to management.
Worked well in a team setting, providing support and guidance.
Issuing commercial plate renewals and new plates using CVR, create RTAs in single point.
Use SOAR for Workers Compensation.
Daily use of Gmail
Daily use of QQ Vertafore system.
Barista
Powerhouse Juice and Café
03.2021 - Current
Barista.
Prepared smoothies.
Closed cash register at end of day.
Processed cash and credit payments rapidly and accurately using POS.
Maintained blenders, coffee brewers and working area clean.
Helped management keep adequate supply on hand by notifying of shortages.
Recorded and stocked small inventory daily.
Front Desk Receptionist/Front Office Assistant
Metro Boston Insurance Agency
07.2021 - 12.2022
Answered incoming calls, and sent them to the appropriate department (homeowners, commercial, or personal). Also did the same when clients in person went to the office.
Scanned documents such as bills, cancellations, endorsements, etc.
Resolved customer issues quickly and notified supervisor immediately when problems escalated.
Called insurance carriers for reinstatements, billing and information not accessible at the agency.
Answered client questions regarding billing and endorsements as well as taking payments.
Faxed documents to carriers
Worked with Gmail.
Used QQ Vertafore system
Customer Service - Food preparer
Vinny's Ristorante
04.2017 - 12.2020
Customer Service
Prevented food spoilage by monitoring dates, rotating stock, and following proper storage procedures.
Processed cash payments rapidly and accurately.
Developed knowledge about products and sales items to answer shopper's questions.
Stocked and maintained cleanliness of stations.
Intern
Ernst & Young
07.2020 - 08.2020
Virtual Experience
Learned about financial service lines in the company.
Contributed to a positive team environment by collaborating with fellow interns on group projects and presentations.
Engaged with, and shadowed team members via Microsoft Teams.
Customer Service - Barista
Mystic Coffee Roaster
12.2018 - 06.2020
Customer Service
Used POS system to accurately enter orders and process payments.
Worked in a team.
Prepared hot and cold drinks.
Maintained the working area clean and ready.
Resolved all customer complaints in a professional manner while prioritizing customer satisfaction.
Education
No Degree - Accounting
Fisher College
Boston, MA
Skills
Familiar with Excel, Microsoft, PowerPoint, Google Docs
Bilingual, fluent in Spanish (writing and speaking)
Licensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCYLicensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCY