ROXANA RIVAS
Bogota,NJ
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
Vantage
New York, NY
03.2024 - Current
- Act as an intermediary between clients and the company to ensure effective communication and mutual satisfaction.
- Conduct interview and gather information about potential clients to learn more about their unique situation
- Discussed policy options with clients and their families and sell life insurance and annuities to clients who the receive an income at retirement.
Life Insurance Agent
Primerica
Lodi, NJ
12.2020 - 03.2024
- Collaborated with other departments such as underwriting or claims processing teams.
- Performed administrative tasks such as filing paperwork or updating databases.
- Educated clients on various types of life insurance policies available in the market.
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Maintained records of client information, including policies and payment history.
Education
CPA Certified Public Account - Accounting
Laica VICENTE ROCAFUERTE University
Guayaquil-Ecuador04-2003
Skills
- Insurance sales strategy
- Building Relationships
- Referral management
- Strong interpersonal skills
- Client Education
- Client Relationship Management
- Client Service
- Word, Excel
Certification
- Life Insurance
- SST
- OSHA 30
- NY AND NJ Asbestos Supervisor License
- NY and NJ Lead Supervisor License
- NY Mold Supervisor License
Timeline
Life Insurance Agent
Vantage
03.2024 - Current
Life Insurance Agent
Primerica
12.2020 - 03.2024
CPA Certified Public Account - Accounting
Laica VICENTE ROCAFUERTE University
- Life Insurance
- SST
- OSHA 30
- NY AND NJ Asbestos Supervisor License
- NY and NJ Lead Supervisor License
- NY Mold Supervisor License
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