RAY DAVIS
Winter Haven,FL
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Aegis Insurance Group
Tampa, FL
04.2023 - Current
- Overall duties were relevant to building and maintaining the book of business for the agency (Farmers/Bristol West)
- Includes but not limited to answering inbound leads, advising coverages, and performing service calls but the foremost duty was writing home and auto policies for customers that desired such.
Operations Manager
Davis Health and Wellness Center
Bartow, FL
01.2021 - 04.2023
- Directed day-to-day operations by spearheading implementation of short-term and long-term strategies to achieve business plan and profitability goals
- Managed scheduling, training and inventory control
- Implemented policies and standard operating procedures and managed quality, customer service and logistics
- Motivated and evaluated personnel for performance improvement and goal achievement.
Enrollment Specialist
Education Dynamics
Remote
07.2022 - 03.2023
- Handled new enrollments by entering customers' data and reviewing information
- Listened to and understood customers' needs, explained and discussed options and outlined best-fit services
- Sought out new clients and developed clientele by networking to find new customers.
First Notice of Loss Representative
GEICO
Lakeland, FL
07.2020 - 04.2021
- Receiving and documenting initial claim information from policyholders or third parties
- Gathering relevant details about the incident, including date, time, location, and involved parties
- Assessing the nature of the claim and determining its validity within established guidelines
- Providing empathetic and efficient customer service to policyholders, addressing their concerns and answering their questions
- Verifying policy coverage and determining the appropriate course of action based on established procedures and guidelines
- Initiating the claims process, including assigning claim numbers and forwarding information to the relevant departments
- Coordinating with other departments, such as claims adjusters and investigators, to ensure timely and accurate processing of claims
- Maintaining accurate and up-to-date records of claims, correspondence, and related documentation
- Adhering to regulatory requirements and company policies while handling sensitive customer information
- Assisting policyholders with additional services or referrals as needed, such as arranging for temporary repairs or towing services.
Education
High School Diploma -
Santa Fe Catholic High School
Snow College
Polk State College
Skills
- Leadership
- Project Management
- Customer Service
- Strategic Planning
- Employee Motivation
- Staff Training
- Business Development
- Goal Setting
- Business and Operations Management
- Microsoft Office Expertise
- Social Media Marketing
- Sales
- Merchandising
- Supervising experience
- Organizational skills
- Computer skills
- Negotiation
- Communication skills
- Customer service
- Technical support
- Analysis skills
- Construction
Certification
- Personal Lines License, 07/01/23, 07/01/25
- Claims Adjuster License, 06/01/23, 06/01/25
Timeline
Licensed Insurance Agent
Aegis Insurance Group
04.2023 - Current
Enrollment Specialist
Education Dynamics
07.2022 - 03.2023
Operations Manager
Davis Health and Wellness Center
01.2021 - 04.2023
First Notice of Loss Representative
GEICO
07.2020 - 04.2021
High School Diploma -
Santa Fe Catholic High School
Snow College
Polk State College
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