Rocio Aguilera
Orlando
Summary
Talented Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills. Seeking to transition into new field, leveraging these transferable skills to achieve impactful results.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Licensed Insurance Sales Agent
Foundever
Remote In Orlando, Florida
01.2024 - Current
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
- Educated customers on policy features, benefits, and options, allowing them to make informed decisions about their coverage.
- Building rapport with potential clients through engaging presentations highlighting the advantages of our insurance products.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Generated quotes and proposals for clients to match individual needs.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Upsold additional products and services after identifying customer needs and requirements.
- Identified and resolved application discrepancies for accuracy and compliance with relevant regulations.
ADMINISTRATIVE ASSISTANT/ RECEPTIONIST
Offix Solutions
Miami, US
01.2022 - 01.2024
- Coordinated communications, financial processing, registration, recordkeeping and other administrative functions
- Performed careful reviews of applicant data to ascertain compliance with eligibility criteria for economic assistance
- Reviewed applicant account information to determine current issues and potential solutions
- Conversed with people from different cultures daily, using bilingual skills as the main tool to archive success in interactions with applicants
- Corresponded with service department team members to build and implement successful solutions to applicant problems
- Inspected and proofread documents to check accuracy
- Communicated with team members to stay informed and share updated methods and policies to process applications using the Teams platform
CUSTOMER SERVICE REPRESENTATIVE
Navient Solutions
US, US
03.2021 - 11.2021
- Company Overview: REMOTE TEMPORARY POSITION
- Provided top-notch customer service, satisfying customers and generating repeat business
- Interacted with customers positively, answering questions about products and services
- Handled customer complaints and resolved issues expediently and professionally
- Explained membership and rewards programs and helped customers enroll
- REMOTE TEMPORARY POSITION
Store Associate
CVS Health
10.2020 - 03.2021
- Greeted customers, helped locate merchandise, and suggested suitable options.
- Maintained a clean and safe shopping environment for customers through regular cleaning and monitoring of store conditions.
- Utilized strong multitasking abilities to manage multiple responsibilities simultaneously during busy periods.
- Increased customer satisfaction by providing efficient and friendly service while handling transactions.
- Resolved customer inquiries and issues promptly, demonstrating excellent communication skills.
- Handled cash register operations accurately, balancing drawers at the end of each shift.
- Answered questions about store policies and addressed customer concerns.
Education
BACHELOR'S DEGREE - Finance
University of Central Florida
05.2026
ASSOCIATE DEGREE - COMPUTER SCIENCE
Miami Dade College
12.2023
HIGH SCHOOL DIPLOMA - US
Hialeah Senior High Scholl
05.2021
Skills
- Costumer Relations
- Multitasking
- Email drafting
- Adaptable
- Proficient in Microsoft Office Suite (Word, Excel, Adobe Acrobat)
- Data entry experience
- Inbound and Outbound Calling
- Problem-solving abilities
- Policy analysis
- Property sales
- Sales maximizing
- Insurance regulations
Certification
Florida Insurance License - 20-44 Personal Lines
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Licensed Insurance Sales Agent
Foundever
01.2024 - Current
ADMINISTRATIVE ASSISTANT/ RECEPTIONIST
Offix Solutions
01.2022 - 01.2024
CUSTOMER SERVICE REPRESENTATIVE
Navient Solutions
03.2021 - 11.2021
Store Associate
CVS Health
10.2020 - 03.2021
ASSOCIATE DEGREE - COMPUTER SCIENCE
Miami Dade College
HIGH SCHOOL DIPLOMA - US
Hialeah Senior High Scholl
BACHELOR'S DEGREE - Finance
University of Central Florida