Rose Bermudez
Lakewood,WA
Summary
Dynamic sales professional with a proven track record at Kin Insurance, leveraging strong analytical skills and negotiation tactics to exceed sales goals. Expert in policy language interpretation and risk assessment, I build lasting client relationships while driving business growth through effective cross-selling techniques. Committed to delivering exceptional customer experiences.
Overview
20
20
years of professional experience
4
4
Certifications
Work History
Sales Agent
Kin Insurance
Remote, WA
01.2025 - Current
- Regularly met or exceeded established sales goals by implementing strategic closing techniques.
- Analyzed customer behavior data to uncover trends that informed sales strategies.
- Conducted daily sales figures analysis to pinpoint improvement areas for team performance.
- Collaborated with underwriters to evaluate risk factors for policy applications, enhancing underwriting accuracy.
Auto Damage Estimator
Kent Collision Center
Kent, WA
01.2024 - 01.2025
- Delivered customer-centered experiences by providing accurate, timely collision repair estimates using CCC One
- Collaborated with insurance companies to negotiate fair settlements that facilitated prompt vehicle repairs
- Minimized downtime by coordinating technicians and parts suppliers for efficient repair scheduling
- Write and submit supplements for insurance approval
Auto Damage Adjuster
GEICO
02.2022 - 12.2023
- Created accurate and fair estimates to facilitate informed decision-making
- Negotiated settlements for total losses, prioritizing customer satisfaction and timely resolution
- Collaborated with customers, repair shops, and stakeholders to streamline communication and resolve issues
- Assessed and evaluated auto damages using CCC One
- Engaged in virtual meetings to collaborate with team members
Financial Professional
New York Life Insurance Co & AFLAC
Tacoma, WA
11.2019 - 09.2022
- Created comprehensive financial plans enabling clients to meet short-term and long-term goals
- Implemented tax-efficient strategies for clients, enhancing returns and reducing tax liabilities
- Increased client satisfaction by providing personalized financial advice and investment strategies
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios
- Identified business growth opportunities through networking, industry events, and referrals from satisfied clients
- Collaborated with team members to streamline processes and improve overall client experience
Multi-Lines Insurance Agent
AAA Mountain West
Lodi, CA
09.2013 - 12.2019
- I specialized in auto, home, renters, and life insurance
- Guided individuals and families in navigating insurance planning, ensuring informed decisions
- Engaged clients through personalized interactions to enhance understanding of insurance options
- Sourced leads and built community relationships to significantly expand client base
Breastfeeding Counselor
Alameda County Public Health Department
Hayward, CA
02.2006 - 09.2013
- Guided clients in setting realistic goals, developing action plans, and monitoring progress towards exclusive breastfeeding.
- Enhanced client satisfaction through consistent communication and empathetic support of their unique challenges.
- Informed clients about community resources to enhance empowerment and self-sufficiency.
- Maintained accurate documentation of client interactions, assessments, and progress notes for effective case management.
- Managed cases for 30 families simultaneously
Education
Bachelor of Arts - Economics With Social Science Economics Option
California State University-East Bay
Hayward, CA12.2012
Skills
- Cross-selling techniques
- Negotiation Tactics
- Compliance analysis
- Risk assessment
- Strong analytical skills
- Policy interpretation
- Industry expertise
Languages
Spanish
Full Professional
Certification
Property and Casualty
Timeline
Sales Agent
Kin Insurance
01.2025 - Current
Auto Damage Estimator
Kent Collision Center
01.2024 - 01.2025
Auto Damage Adjuster
GEICO
02.2022 - 12.2023
Financial Professional
New York Life Insurance Co & AFLAC
11.2019 - 09.2022
Multi-Lines Insurance Agent
AAA Mountain West
09.2013 - 12.2019
Breastfeeding Counselor
Alameda County Public Health Department
02.2006 - 09.2013
Bachelor of Arts - Economics With Social Science Economics Option
California State University-East Bay