Robin Baron-deAlmeida
Johnstown,CO
Summary
Dynamic insurance broker with Equis Financial, recognized for developing tailored solutions and enhancing client satisfaction. A skilled negotiator and proactive team player, achieving high retention rates through exceptional communication and claims handling. Proven success in mentoring new agents and driving sales presentations, ensuring optimal client relations and business growth. Experienced insurance professional equipped to deliver outstanding results. Skilled in risk assessment, policy management, and client relations, ensuring optimal coverage solutions. Strong team collaborator with focus on adaptability and effective communication. Known for reliability and achieving targets in dynamic environments.
Overview
16
16
years of professional experience
Work History
Insurance Broker
Equis Financial
04.2021 - Current
- Developed tailored insurance solutions to meet diverse client needs.
- Managed client relationships, ensuring satisfaction and retention.
- Analyzed market trends to identify opportunities for new business.
- Collaborated with underwriters to streamline policy approval processes.
- Educated clients on coverage options, enhancing understanding and decision-making.
- Conducted regular reviews of client portfolios to recommend adjustments as necessary.
- Mentored junior brokers, fostering professional growth and knowledge sharing.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
- Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
- Met with prospective customers and business owners in homes, businesses, and other settings.
- Handled approximately 100 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
- Calculated quotes and educated potential clients on insurance options.
- Enhanced customer loyalty by delivering timely and accurate policy updates and renewal information.
Sole Proprietor
Avila Beach Painting & Design
10.2009 - Current
- Managed all aspects of painting and design projects, ensuring high-quality results and client satisfaction.
- Developed customized design solutions tailored to client specifications and preferences.
- Oversaw daily operations, coordinating workflow and scheduling to optimize efficiency.
- Trained and mentored junior staff on painting techniques and customer service best practices.
- Implemented cost-effective strategies to minimize waste and enhance project profitability.
- Cultivated strong client relationships through effective communication and follow-up services.
- Conducted site evaluations to assess project requirements and deliver accurate estimates.
- Established quality control measures to maintain high standards in workmanship and materials used.
- Consulted with customers to assess needs and propose optimal solutions.
- Developed strong professional relationships with clients, leading to repeat business and referrals.
- Built a solid reputation in the industry through consistent delivery of excellent workmanship and professionalism.
- Increased client satisfaction by delivering high-quality products and services tailored to individual needs.
- Provided exceptional customer service by promptly addressing concerns or issues raised by clients.
- Entered income and expense details into business databases to track purchases and address variances.
- Managed all financial aspects of the business, including invoicing, budgeting, and tax preparation.
- Negotiated contracts with vendors and suppliers, ensuring favorable terms for the business.
- Collaborated with other professionals on projects to provide comprehensive solutions for clients.
- Continuously updated knowledge on industry trends and best practices through attending conferences and workshops.
- Provided elite customer service by resolving escalated problems and calmly responding to shifting priorities.
- Interacted well with customers to build connections and nurture relationships.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Trained and guided team members to maintain high productivity and performance metrics.
- Oversaw budgeting and financial management, ensuring profitability while maintaining quality standards.
Education
State Insurance License - Life Insurance And Financial Planning
Xcel Solutions
Johnstown, CO10.2020
Contractor License - Painting And Interior Design
State of California Contractor
San Luis Obispo, CA10.2009
High School Diploma -
Valley High School
Escondido, CA06.1983
Skills
- Proactive team player
- Sales presentations
- Driven
- Commission-based sales
- Skilled negotiator
- Client relations expert
- Excellent communication skills
- New agent training
- Talented salesperson
- Relationship development skills
- Customer advocate
Timeline
Insurance Broker
Equis Financial
04.2021 - Current
Sole Proprietor
Avila Beach Painting & Design
10.2009 - Current
State Insurance License - Life Insurance And Financial Planning
Xcel Solutions
Contractor License - Painting And Interior Design
State of California Contractor
High School Diploma -
Valley High School