Rubiel Cabrera
Miami
Summary
Dynamic Life Insurance Agent skilled in upselling and client account management. Demonstrated success in conducting in-depth policy reviews and fostering strong client relationships. Ready to leverage expertise to drive client retention and satisfaction.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
State Farm
Miami, FL
11.2021 - Current
- Developed personalized insurance plans to meet client needs and ensure customer satisfaction.
- Provided exceptional service, addressing inquiries and resolving issues efficiently.
- Conducted in-depth policy reviews, identifying opportunities for coverage enhancements.
- Educated clients on various insurance products, fostering informed decision-making.
- Collaborated with underwriting teams to streamline application processes and approvals.
Insurance Specialist
Equix Financial
Miami, FL
07.2019 - 10.2021
- Led initiatives to streamline communication between departments, improving response times for client inquiries.
- Evaluated policyholder feedback to drive enhancements in service delivery and client satisfaction initiatives.
- Managed Life Insurance claims, providing strategic solutions that aligned with organizational goals.
- Maintained high standards of customer service by building relationships with clients.
- Sale of Life insurance products by collaborating with different carriers.
Sales Associate
Isabela Group LLC
Miami, FL
02.2017 - 03.2019
- Engaged customers to understand needs and recommend suitable products
- Processed transactions efficiently using point-of-sale systems
- Maintained organized product displays to enhance customer experience
- Collaborated with team members to achieve sales targets and improve workflows
Education
Associate of Arts - Risk Management
Miami Dade College
Miami, FL04-2018
Skills
- Insurance policy sales
- Building relationships
- Client service
- Client account management
- Needs assessment
- Prospecting clients
- Upselling strategies
- Lead prospecting
- Team training and development
- Client retention
- Referral generation
- Asset protection expertise
- Client consultations
- Strong Client needs analysis
Accomplishments
- Resolved product issue through consumer testing.
- Documented and resolved Life Insurance needs which led to closing quality sales.
- Achieved closing sales through effectively helping customers to identify their needs.
Certification
- Associate of Arts in Risk Management
- 4-40 Licensed
- 2-14 Licensed Life & Variable Annuities License
- Area of expertise: License 2-14
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
Life Insurance Agent
State Farm
11.2021 - Current
Insurance Specialist
Equix Financial
07.2019 - 10.2021
Sales Associate
Isabela Group LLC
02.2017 - 03.2019
Associate of Arts - Risk Management
Miami Dade College