Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Roxana Moredo

Port StLucie,FL

Summary

Dynamic and adaptable professional with a degree in Accounting and Finance from the University of Camagüey. Proven track record in customer service and problem-solving, consistently exceeding sales targets as an Independent Insurance Agent. Strong communicator and team player, recognized for building lasting client relationships and enhancing operational efficiency.

Overview

2026
2026
years of professional experience

Work History

Degree in Accounting and Finance

University of Camagüey/ Cuba
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked well in a team setting, providing support and guidance.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Passionate about learning and committed to continual improvement.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Organized and detail-oriented with a strong work ethic.
  • Paid attention to detail while completing assignments.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Strengthened communication skills through regular interactions with others.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Learned and adapted quickly to new technology and software applications.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Developed and maintained courteous and effective working relationships.
  • Demonstrated strong organizational and time management skills while managing multiple projects.

Substitute Teacher

St. Lucie Public Schools
  • Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
  • Upheld classroom routines to support student environments and maintain consistent schedules.
  • Developed strong rapport with students through consistent encouragement and support, fostering a positive learning atmosphere conducive to academic growth.
  • Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
  • Kept students on-task with proactive behavior modification and positive reinforcement strategies.
  • Maintained day-to-day classroom management and discipline to promote learning initiatives.
  • Enhanced classroom management by implementing positive reinforcement strategies and maintaining clear expectations for behavior.
  • Supervised lunchroom and recess activities.
  • Boosted student engagement with interactive lessons, incorporating real-world examples and hands-on activities.
  • Promoted a collaborative learning environment through group projects and peer-to-peer activities, fostering teamwork and communication skills.
  • Provided support to special education students in inclusive classrooms, developing accommodations and modifications to meet their unique needs.
  • Increased student comprehension by utilizing differentiated instruction methods tailored to individual learning styles.
  • Maintained accurate records of student attendance, grades, and progress reports, ensuring timely submission to administration for reporting purposes.
  • Participated in professional development opportunities to stay current on educational trends and research-based teaching strategies for continuous improvement in practice.
  • Provided feedback to students on assignments and tests, offering constructive advice for improvement.
  • Maintained detailed records of student attendance, assignments, and progress for seamless transition back to regular teachers.
  • Fostered positive classroom environment, managing student behavior and promoting respect.
  • Utilized variety of assessment tools to evaluate student progress and inform instruction adjustments.
  • Collaborated with teaching staff to share resources and strategies, enhancing overall teaching quality.
  • Participated in professional development workshops to stay current with educational best practices and pedagogical innovations.
  • Engaged parents and guardians in their children's learning process through regular communication and feedback.
  • Fostered student curiosity and love for learning by presenting material in engaging and relatable ways.
  • Assisted in organizing and supervising school field trips, enhancing learning through real-world experiences.
  • Developed and executed lesson plans to cover required curriculum effectively.
  • Assisted in development of individualized education plans for students requiring additional support, contributing to their academic success.
  • Enhanced student engagement by implementing interactive teaching methods.
  • Encouraged critical thinking and problem-solving skills through project-based learning activities.
  • Contributed to positive school culture by participating in extracurricular activities and events.
  • Supported implementation of school-wide initiatives aimed at improving academic achievement and student well-being.
  • Adapted teaching strategies to accommodate virtual learning environments, ensuring continuous education during remote periods.
  • Integrated technology into lesson plans, increasing student interest and participation in subjects.
  • Improved learning outcomes with tailored instruction for diverse student needs.
  • Provided substitute teaching services across multiple grade levels and subjects, maintaining educational continuity in absence of regular teachers.
  • Adapted quickly to different classroom settings and teaching assignments, demonstrating flexibility and resourcefulness.
  • Followed lesson plans designed by absent teachers.
  • Enforced school and class rules to maintain order in classroom.
  • Implemented classroom management techniques to maintain positive learning environment.
  • Monitored student behavior and administered discipline as needed.
  • Collaborated with other educators to plan and review instruction.
  • Monitored student performance and provided feedback to inform instruction.
  • Assisted students in mastering subject material and preparing for tests.
  • Utilized variety of instructional strategies to meet individual student needs.
  • Developed creative instructional strategies to keep students engaged and motivated.
  • Researched and selected age-appropriate materials and resources for classroom instruction.
  • Documented student progress and provided regular updates to parents.
  • Prepared objectives and outlines for courses of study by following curriculum guidelines or requirements of states and schools.
  • Developed lesson plans to align with grade-level standards and objectives.
  • Developed and implemented behavior management plans for students with challenging behavior.
  • Conferred with parents or guardians, other teachers, counselors and administrators to resolve students' behavioral and academic problems.
  • Attended professional meetings, educational conferences or teacher training workshops to improve professional competence.

Health / Life / Annuities Insurance Agent

Independent Agent
2025 - Current
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.
  • Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
  • Worked closely with other team members to optimize sales strategies and achieve regional goals.
  • Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
  • Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
  • Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
  • Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Mentored junior agents, sharing industry insights and best practices for success in the field.
  • Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
  • Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
  • Utilized CRM software to manage client relationships.
  • Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
  • Streamlined administrative tasks, improving overall office efficiency and productivity.
  • Resolved complex claims issues, advocating on behalf of clients to ensure fair settlements.
  • Spearheaded digital marketing campaign that increased online inquiries and sales conversions.
  • Organized community outreach programs to raise awareness about importance of insurance, generating new leads.
  • Fostered team-oriented environment that encouraged collaboration and shared success among agents.
  • Streamlined renewal process, making it easier for clients to update and maintain their policies.
  • Streamlined application processing, significantly reducing wait times for policy approvals and client satisfaction.
  • Boosted sales team morale and performance by leading informative training sessions on new products and sales techniques.
  • Collaborated with underwriters to negotiate terms that met clients' needs while maintaining company profitability.
  • Improved client retention rates with exceptional service and timely follow-up on policy inquiries and adjustments.
  • Developed referral program that increased client base through satisfied customer recommendations.
  • Achieved top salesperson status by consistently exceeding sales targets through effective client relationship management.
  • Conducted comprehensive market research to stay ahead of industry trends, ensuring clients received most up-to-date policy advice.
  • Reduced policy lapses by establishing proactive communication strategy to educate clients on importance of continuous coverage.
  • Analyzed claim patterns to recommend policy adjustments, reducing risk and preventing future losses.
  • Increased market share by identifying and targeting underserved demographics with tailored insurance products.
  • Facilitated smooth claim processes for clients, ensuring they received prompt and fair settlements.
  • Implemented client feedback system to gather insights and improve service delivery continuously.
  • Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
  • Enhanced client portfolio value by recommending personalized insurance solutions based on individual risk assessments.
  • Maintained high level of industry knowledge through continuous professional development, ensuring advice was always accurate and relevant.
  • Negotiated with service providers to offer exclusive deals for clients, adding value to their policies.
  • Educated clients on insurance policies and procedures.
  • Met with customers to provide information about available products and policies.
  • Analyzed customer needs to provide customized insurance solutions.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Calculated premiums and established payment methods for sales.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Finalized sales and collected necessary deposits.
  • Collected premiums on or before effective date of coverage.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Conducted annual reviews of existing policies to update information.
  • Researched and identified potential new markets.
  • Identified and solicited sales prospects in agency databases.
  • Monitored customer feedback and identified areas of improvement.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Negotiated contracts and terms of sale with potential customers.
  • Developed and implemented promotional strategies to increase customer base.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Evaluated competitors' products and services to gain competitive advantage.
  • Conducted research and identified market trends to develop better strategies for sales.
  • Designed presentations and marketing materials to promote insurance products.

Education

University of Camagüey
Cuba
07.2016

Skills

  • Friendly, positive attitude
  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Time management
  • Attention to detail
  • Flexible and adaptable
  • Dependable and responsible
  • Multitasking
  • Multitasking Abilities
  • Excellent communication
  • Critical thinking
  • Computer skills
  • Organizational skills
  • Calm under pressure
  • Active listening
  • Organization and time management
  • Decision-making
  • Problem resolution

Languages

Spanish
Native or Bilingual
English
Professional Working

Timeline

Degree in Accounting and Finance

University of Camagüey/ Cuba

Substitute Teacher

St. Lucie Public Schools

Health / Life / Annuities Insurance Agent

Independent Agent
2025 - Current

University of Camagüey

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