Rachel Moreno
Davenport,FL
Overview
8
8
years of professional experience
1
1
Certification
Work History
New Business Sales Agent
Harry Levine Insurance
Orlando, FL
06.2022 - Current
- Proactively cross-sell insurance products by identifying coverage gaps and aligning solutions with client needs
- Educate clients on policy options, coverage details, and risk exposure to ensure informed decision-making
- Consistently deliver a high level of customer service, building trust and long-term client relationships
- Recognized as a top-performing sales agent for exceeding sales goals and driving revenue growth
- Analyze client portfolios to recommend appropriate coverage enhancements and protection strategies
- Collaborate with team members to share knowledge, improve processes, and support overall sales success
Personal Lines Account Executive
Butwin Insurance Group
New York, NY
03.2019 - 05.2022
- Promoted from Account Executive Assistant to licensed Account Executive, demonstrating strong performance and industry knowledge
- Supported Account Executives with daily servicing needs, including policy changes, client communication, and administrative tasks
- Managed billing inquiries, resolved discrepancies, and ensured timely and accurate processing of payments
- Conducted renewal reviews to evaluate existing coverage, identify gaps, and recommend appropriate adjustments
- Remarket policies by obtaining competitive quotes and negotiating with carriers to secure the best coverage and pricing
- Maintained high client retention by delivering proactive service, addressing concerns, and strengthening client relationships
Assistant Account Executive
SCS Insurance Agency
New Hyde Park
01.2018 - 03.2019
- Processed policy changes and endorsements accurately, ensuring compliance with industry regulations.
- Managed daily administrative tasks, contributing to seamless operations within the team.
- Promoted to support the Vice President, reflecting strong organizational skills and reliability
- Managed billing processes, including invoicing, payment tracking, and resolving client inquiries
- Issued and maintained Certificates of Insurance (COIs) for commercial clients, ensuring accuracy and compliance with policy requirements
- Coordinated with clients, carriers, and internal teams to fulfill certificate requests in a timely manner
- Provided day-to-day administrative support, improving workflow and responsiveness across the team
Education
No Degree - Psychology
John Jay College of Criminal Justice
New York, NYBachelor of Science - Criminal Justice
John Jay College of Criminal Justice
New York, NY05.2016
Associate of Science - Criminal Justice
LaGuardia Community College
Long Island City, NY05.2014
Skills
Highly motivated and results-driven Sales Agent with over 10 years of experience in the insurance industry Proven track record of increasing sales, enhancing customer experiences, and strengthening brand presence within target markets Known for delivering exceptional service, building lasting client relationships, and supporting team success through collaboration and knowledge-sharing Holds an Associate in Insurance Account Management (AIAM) designation and is committed to continuous learning and professional growth
Certification
Associate in Insurance Account Management designation
Timeline
New Business Sales Agent
Harry Levine Insurance
06.2022 - Current
Personal Lines Account Executive
Butwin Insurance Group
03.2019 - 05.2022
Assistant Account Executive
SCS Insurance Agency
01.2018 - 03.2019
No Degree - Psychology
John Jay College of Criminal Justice
Bachelor of Science - Criminal Justice
John Jay College of Criminal Justice
Associate of Science - Criminal Justice
LaGuardia Community College