Rafael Valdes
Miami
Summary
Dynamic insurance professional skilled in negotiation and financial planning. Successfully managed policy renewals and implemented technology solutions to enhance operational workflows, ensuring compliance and efficiency in policy management.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Insurance Broker
National Employer Solutions
Miami, FL
06.2022 - Current
- Developed tailored insurance solutions to meet client needs and enhance benefits for employees.
- Analyzed market trends to identify emerging opportunities and inform strategic recommendations.
- Managed policy renewals and modifications, ensuring accuracy and compliance with regulations.
- Enhanced operational workflows by implementing technology solutions that improved efficiency in policy management.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Assisted clients with claims processing, ensuring a smooth experience during difficult times.
- Calculated quotes and educated potential clients on insurance options.
Watch Sales
Self-employeed
Miami, FL
11.2019 - 06.2022
- Self-motivated, with a strong sense of personal responsibility to get the client the piece they have asked me to acquire for them.
- Worked effectively in fast-paced watch markets.
- Skilled at working independently and collaboratively in a team environment to get the deals done.
- Proven ability to learn quickly and adapt to new situations.
- Used critical thinking to break down problems, evaluate solutions, and make decisions quickly.
- Strengthened communication skills through regular interactions with others in the watch industry to make sure I was up to date on new market prices or news.
Car Salesman
Braman Motor Cars
Miami, FL
03.2019 - 11.2019
- Delivered exceptional customer service, enhancing client relationships and driving repeat sales.
- Conducted thorough vehicle presentations, highlighting features to match customer needs and preferences.
- Implemented effective follow-up strategies, increasing lead conversion rates and improving sales outcomes.
- Analyzed market trends to inform inventory decisions and align offerings with customer demand.
- Negotiated trade-in values effectively, maximizing dealership profitability while ensuring customer satisfaction.
- Negotiated purchase prices and explained sales, warranty, and optional products.
Porter
Mercedez Benz of Coral Gables
Coral Gables, FL
08.2018 - 05.2019
- Maintained cleanliness and organization of vehicle display areas to enhance customer experience.
- Assisted with vehicle movement for service and sales departments, ensuring timely availability.
- Supported service team by preparing vehicles for customer delivery, ensuring quality standards met.
- Trained new porters on operational procedures and best practices for efficiency improvement.
- Assisted in event set-up and tear-down, ensuring timely execution and seamless transitions between events.
- Greeted guests with warmth and professionalism for friendly, helpful service.
Education
BBA - Business Administration And Management
Miami Dade College
Miami, FL07.2020
Skills
- Proactive team player
- Claims handling
- Driven
- Life and health insurance
- Commission-based sales
- Policy coverage expert
- Policy analysis
- Skilled negotiator
- Financial planning
- Cold calling
- Quotes and sales
- Sales presentations
Certification
- Licensed with 2-15 Life, Health, and Variable Annuity
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Insurance Broker
National Employer Solutions
06.2022 - Current
Watch Sales
Self-employeed
11.2019 - 06.2022
Car Salesman
Braman Motor Cars
03.2019 - 11.2019
Porter
Mercedez Benz of Coral Gables
08.2018 - 05.2019
BBA - Business Administration And Management
Miami Dade College