Raisheli Crespo Rios
Clearwater,FL
Summary
Licensed Personal Lines Insurance Agent (4-40) with strong experience in insurance sales, customer consultation, and remote sales environments. My background includes working with high-volume inbound and outbound calls, identifying client needs, and recommending appropriate coverage solutions.
I am passionate about helping clients understand their insurance options and providing personalized solutions that protect their financial well-being. I bring strong communication skills, consultative selling techniques, and the ability to build long-term client relationships.
Currently open to remote or in-office opportunities in insurance sales and client
Overview
5
5
years of professional experience
Work History
Insurance Agent
Freeway Insurance
Clearwater, FL
01.2025 - Current
• Evaluate client insurance needs and recommend appropriate personal lines coverage.
• Educate customers on policy benefits, deductibles, and claims processes.
• Build long-term client relationships through personalized service and trust.
• Maintain compliance with insurance regulations and company guidelines.
Sales Advisor
Endurance Warranty
10.2022 - 11.2024
• Assisted customers in selecting vehicle protection plans based on financial needs.
• Managed high-volume inbound and outbound sales calls.
• Applied consultative sales strategies to overcome objections and close deals.
• Educated clients on coverage details and contract terms.
Retail Sales Specialist
Charter Communications (spectrum )
03.2021 - 11.2021
• Evaluate client insurance needs and recommend appropriate personal lines coverage.
• Educate customers on policy benefits, deductibles, and claims processes.
• Build long-term client relationships through personalized service and trust.
• Maintain compliance with insurance regulations and company guidelines.
Bilingual Sales Advisor
Protect My Car
11.2021 - 09.2022
• Engaged with prospective customers via inbound and outbound calls.
• Identified customer needs and built value in warranty products.
• Provided bilingual sales support to Spanish-speaking clients.
Education
High School Diploma -
Dr. José M. Lázarro
Puerto RicoSkills
Insurance Sales
Policy Consultation & Coverage Analysis
Lead Conversion & Closing
Customer Needs Assessment
Objection Handling
Inbound & Outbound Call Sales
CRM Systems
Client Retention Strategies
Bilingual English / Spanish
Remote Sales Environments
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Insurance Agent
Freeway Insurance
01.2025 - Current
Sales Advisor
Endurance Warranty
10.2022 - 11.2024
Bilingual Sales Advisor
Protect My Car
11.2021 - 09.2022
Retail Sales Specialist
Charter Communications (spectrum )
03.2021 - 11.2021
High School Diploma -
Dr. José M. Lázarro