Summary
Overview
Work History
Education
Skills
Timeline
Generic

Ray Roman

Kissimmee,FL

Summary

Insurance industry professional experienced in marketing and sales of multiple lines of insurance and insurance claims services. Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments. Collects and analyzes data, provide cost-effective solutions and meet the needs of clients by recommending suitable insurance products to provide financial security. 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

10
10
years of professional experience

Work History

Life Insurance Agent

American Income Life
Kissimmee, FL
09.2022 - Current
  • Communicated with clients to understand needs and identify best policies for each case.
  • Sold life insurance policies via telephone and assisted other agents with underwriting.
  • Obtained underwriting approval by completing application for coverage.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Prepared internal quarterly and annual portfolio monitoring reports with job-related software.
  • Exceeded company sales goals for new policies.
  • Offered policy guidance and management to promote asset protection.
  • Provided death benefits by delivering policy proceeds and reassessing client needs.
  • Developed prospects from current commercial customers, referral leads or sales or trade meetings.
  • Contacted prospective customers to present information and explain available services.
  • Upsold products to policyholders and potential new clients.
  • Created coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
  • Calculated premiums and established payment methods.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Sought out new clients and developed clientele by networking to find new customers.

Property and Casualty Insurance Agent

Allstate Corp
Kissimmee, FL
02.2020 - 09.2022
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
  • Responded to inquiries and explained product features and service advantages to potential customers.
  • Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
  • Offered policy guidance and management to promote asset protection.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Rewrote and reinstated insurance policies, following underwriting and business rules.
  • Exceeded company sales goals for new policies.
  • Exceeded assigned sales and retention targets each quarter by upselling insurance products.
  • Upsold products to policyholders and potential new clients.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.

Bartender

Olive Garden
Kissimmee, FL
01.2018 - Current
  • Checked identification of customers to verify age requirements needed to purchase alcohol.
  • Confirmed customers' ages for alcohol service and discontinued service to intoxicated guests.
  • Ordered and maintained inventory of bar products, including alcohol, soft drinks and supplies to drive high volume of sales.
  • Balanced daily registers and generated sales reports to support financial and administrative objectives.
  • Prepared and served many drinks per shift in high-volume environment.
  • Reduced inventory losses by creating new drink menu items to move older products.
  • Made product recommendations to customers based on preference, food pairings and special promotions.
  • Stayed up-to-date on latest in mixology trends, bar equipment and sanitation standards.
  • Engaged in small talk with patrons to build rapport and earn repeat business.
  • Optimized bar inventory and storage to effectively meet expected business levels with adequate stock of alcohol, soft drinks and other supplies.
  • Operated cash register and Point of Sale (POS) system for transactions and made proper change for cash transactions.
  • Kept detailed inventories of bar supplies and stocked work areas to maintain workflow efficiently.
  • Advertised, marketed and recommended drink options to guests to increase guest satisfaction.
  • Produced and balanced daily and weekly sales reports to assess and coordinate staff.
  • Worked with management to plan and implement special events to boost customer numbers and profits.
  • Upsold customers from shelf to premium brands to help boost sales.
  • Stocked bar with beer, wine, liquor and related supplies.
  • Collected food, wine and appetizer orders from patrons and promoted upsell items.
  • Multitasked to meet customer, business operations and server needs with minimal errors or delays.
  • Managed bar area, including cocktail design and menu, inventory, regulation compliance and customer relationships.
  • Restocked beer and liquor on regular schedule and after special events to prepare for forecasted needs.

Administrator

BioReference Laboratories Inc.
Orlando, FL
07.2020 - 10.2020
  • Directed clients to appropriate personnel to address concerns, resolve complaints or answer account-related questions.
  • Greeted visitors, assessed needs and directed to appropriate personnel.
  • Answered and directed incoming calls using multi-line telephone system.
  • Prepared, compiled and filed documents as well as reports presented to various parties.
  • Coordinated and communicated with clients daily to gather pertinent information.
  • Delivered administrative support to team members, including making copies, sending faxes, organizing documents and rearranging schedules.
  • Screened and verified visitors for identification credentials and purpose of visit to maintain security of personnel and office environment.
  • Followed security procedures, issued visitor badges, monitored logbooks and reported irregularities.
  • Oversaw office inventory by restocking supplies and submitting purchase orders.
  • Maintained office safety by screening visitors, updating logs and issuing temporary passes.

Supervisor

VF Outlet Inc.
Orlando , FL
12.2017 - 11.2018
  • Complied with company policies, objectives and communication goals.
  • Established and enforced clear goals to keep employees working collaboratively.
  • Developed position rotation to support continuous improvement and operator development.
  • Provided ongoing training to address staff needs.
  • Interviewed applicants, recommended individuals for hiring and evaluated staff performance.
  • Coordinated with internal departments to maximize operational efficiency across production and administrative areas.
  • Resolved customer complaints and adjusted policies to meet changing needs.
  • Established and maintained operating schedules to provide effective coverage for key areas and achieve objectives.
  • Identified and corrected performance and personnel issues to reduce impact to business operations.
  • Inspected incoming supplies to conform with materials specifications and quality standards.
  • Promoted employee safety awareness based on understanding of regulatory mandates and organizational best practices.
  • Performed minor equipment repairs to keep jobs on task and notified maintenance department of major machinery failures.
  • Performed scheduled and surprise inspections of worksites to gauge technician skill and performance in field.
  • Realigned workflows with changing business demands by evaluating processes and employee strengths.
  • Monitored equipment, checked supplies and coordinated manpower to meet expected demand.
  • Conveyed project information consistently and quickly to resolve issues and deliver constructive feedback.

Footwear Sales Associate

Nike
Orlando, FL
02.2014 - 04.2017
  • Promoted welcoming environment by acknowledging customer and engaging in conversation to identify footwear needs.
  • Unloaded truck, stocked merchandise and maintained aisles and product displays to foster neat, clean and organized aisles and sales floor.
  • Presented different categories of shoes and shoe care products and explained features, benefits and technical specs to generate sales.
  • Operated cash register, scanned items, bagged merchandise and properly handled methods of payment to facilitate accurate sales transactions.
  • Seated customer to measure feet and properly fit with correct size shoes.
  • Gained knowledge on all footwear items and demonstrated enthusiasm and belief for product and company philosophy.
  • Stayed up to date on store promotions, payment policies and security practices.
  • Met or exceeded upselling, donation and credit card sign-up targets on consistent basis by leveraging excellent communication and interpersonal strengths.
  • Unboxed new merchandise and restocked shelves in appealing and organized arrangements to promote items.
  • Educated customers on product and service offerings.
  • Stocked shelves and supplies and organized displays to focus customer attention on specific items.
  • Recommended merchandise to customers based on needs and preferences.
  • Observed customer behaviors to identify security threats and escalate concerns to supervisors.
  • Recommended optimal merchandise based on customer needs and desires.
  • Performed floor moves, merchandising, display maintenance and housekeeping to keep sales areas well-stocked, organized and current.
  • Readied merchandise for sales floor by marking items with identifying codes and accurate pricing.
  • Helped customers sign up for loyalty programs and submitted completed paperwork.
  • Demonstrated products to customers, discussed features and redirected objections to capture sales.

Property and Casualty Insurance Agent

Allstate Corp
Kissimmee, 34741
02.2020 - 09.2022

Education

High School Diploma -

St. Cloud High School
Saint Cloud, FL

Skills

  • Outstanding customer service
  • Organization and efficiency
  • Recordkeeping and bookkeeping
  • Business operations understanding
  • Meticulous and organized
  • Multi-line telephone skills
  • Multitasking and prioritization
  • Professional and polished presentation
  • Service-oriented mindset
  • Security understanding
  • Data entry
  • Multitasking ability
  • Flexible
  • Tech-savvy
  • PC proficient
  • Excel spreadsheets
  • Sales plan implementation
  • Data entry documentation
  • Inventory systems
  • Accounting skills
  • Microsoft
  • Employee training and development
  • Strong problem solver
  • File and data retrieval systems
  • Time management
  • Microsoft Office
  • Strong interpersonal skills
  • Training and coaching
  • Prioritizing patients
  • Administrative operations
  • Professional and mature
  • Outstanding customer service
  • Suggestive selling
  • Anticipating guest needs
  • Anticipating guest needs
  • Health codes compliance
  • Marketing and sales experience
  • Courteous
  • Excellent judgment
  • Multilingual in English and Spanish
  • Balancing the cash register
  • Employee training
  • Basic accounting
  • Cash register operation
  • Organizational ability
  • Outgoing personality
  • Asset Protection Expertise
  • Email Marketing
  • Insurance Sales Strategy
  • Document Control
  • Insurance Coverage Verification
  • Client Interviews
  • Financial Needs Assessment
  • Policy Renewals
  • Verbal and Written Communication
  • Service-Oriented
  • Critical Thinking
  • Insurance Customization
  • Premium Calculations
  • Policy Feature Explanations
  • Client Prospecting
  • Insurance Program Analysis
  • Insurance Policy Sales
  • Binder Coverage
  • Policy Changes
  • Persuasive Negotiation
  • Client Retention
  • Policy Management Expertise
  • Customer Referrals
  • Relationship Building
  • Customer Engagement
  • Property and Casualty Insurance Sales

Timeline

Life Insurance Agent

American Income Life
09.2022 - Current

Administrator

BioReference Laboratories Inc.
07.2020 - 10.2020

Property and Casualty Insurance Agent

Allstate Corp
02.2020 - 09.2022

Property and Casualty Insurance Agent

Allstate Corp
02.2020 - 09.2022

Bartender

Olive Garden
01.2018 - Current

Supervisor

VF Outlet Inc.
12.2017 - 11.2018

Footwear Sales Associate

Nike
02.2014 - 04.2017

High School Diploma -

St. Cloud High School

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Ray Roman