Paula Grimaldy
Jacksonville,FL
Summary
Organized worker with great time management, multitasking and scheduling skills. Works well in fast-paced, changing and challenging environments. Dependable in handling operational needs and improving office performance. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Great experience with customer service and caring for customers. Good experience as a sales representative in car sales or insurance sales, good at persuading people. Also, experience organizing and scheduling appointments by calls and emails. Excellent experience communicating efficiently in spanish and english to clients.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
Darryl Wakefield State Farm Agency
Jacksonville, FL
11.2023 - Current
- Built relationships with existing clients by providing exceptional service.
- Developed and implemented successful sales strategies to increase customer base.
- Responded promptly to customer inquiries regarding product availability or pricing.
- Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
- Utilized CRM software to track leads, customer interactions, and sales progress efficiently.
- Performed administrative tasks such as updating databases, filing paperwork.
- Pursued continued professional development through insurance workshops, course and webinars.
- Identified opportunities for upselling additional products or services based on customer needs.
- Conducted periodic reviews of clients' insurance needs, suggesting updates or upgrades to policies where necessary.
- Identified cross-selling opportunities among existing customers.
- Managed a portfolio clients, providing personalized insurance solutions based on individual needs.
Insurance Agent
Florida One Insurance Agency
Jacksonville, FL
05.2023 - 11.2023
- Responded to customer inquiries and problems to promote great service.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Researched insurance plans to find good options for clients' needs.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Achieved repeat business and referrals through personalized services.
- Strengthened traceability by developing organization systems for keeping records, reports and agendas.
Receptionist Administrator
T and G Marble and Granite
Jackson, WY
09.2022 - 05.2023
- Answered incoming phone calls, routing to appropriate parties throughout office
- Performed data entry and other administrative tasks to support departments.
- Organized files and spreadsheets to simplify staff access or retrieval.
- Obtained and processed payments from clients for products and services.
- Handled diverse needs for clients in-person, by phone or through email.
- Screened and responded to emails, messages and other correspondence, freeing up senior management.
- Coordinated appointment calendar and balanced schedules to promote optimal productivity.
- Resolved customer complaints or answered customers' questions.
- Issued work schedules, duty assignments and deadlines for office or administrative staff.
- Researched and prepared reports required by management or governmental agencies.
- Developed work schedules according to budgets and workloads, covering priority tasks.
Waitress
Margaritas Mexican Grill
Jacksonville, Florida
01.2021 - 02.2023
- Greeted customers, answered questions and recommended specials to increase profits.
- Addressed concerns quickly to improve customer experience and escalated issues to management for resolution when necessary.
- Collected dirty dishes and glasses from tables or counters, preparing areas for next diners.
- Maintained polite and professional demeanor to patrons to encourage inquiries and order placements.
- Checked with guests to get feedback on food served, resolve issues, bring additional items and refill beverages.
- Trained new employees to perform duties.
- Took reservations and to-go orders to streamline process for both customer and restaurant.
- Circulated within assigned areas to assess and address customer needs, effectively prioritizing tasks during peak hours.
- Checked identification to verify if guests meet minimum age to legally purchase or consume alcoholic beverages.
Education
High School Diploma -
Mandarin High School
Jacksonville, FL05-2022
Business Administration And Management
Florida State College At Jacksonville
Jacksonville, FLSkills
- Time Management
- Appointment Scheduling
- Multitasking and Organization
- Performance Management
- Schedule Coordination
- Customer Service
- Handling Customer Complaints
- Relationship Building
- Payment Collection
- Call Handling
- Documentation and Recordkeeping
- Spanish Fluency
- Product and Service Knowledge
- Post-Sales Support
- Relationship Selling
- Product Management and Pricing
- Strong Communication and Interpersonal Skills
- Computer Proficiency and Microsoft Office
- Cross-Selling and Upselling
- Email Marketing
- Customer Follow-Up
- Persuasive Negotiation
- Client Prospecting
- Cold calling
- Customer retention
- Team training and development
- Licensed insurance agent
- Rapport building
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Portuguese
Limited
Certification
- 04-40 Insurance customer representative
- 02-15 Life, health, and variable contracts insurance agent
Accomplishments
- Employee with most Financial Services/Vehicles policies sold
- Employee of the month multiple times
Timeline
Insurance Sales Agent
Darryl Wakefield State Farm Agency
11.2023 - Current
Insurance Agent
Florida One Insurance Agency
05.2023 - 11.2023
Receptionist Administrator
T and G Marble and Granite
09.2022 - 05.2023
Waitress
Margaritas Mexican Grill
01.2021 - 02.2023
High School Diploma -
Mandarin High School
Business Administration And Management
Florida State College At Jacksonville
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