Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Samantha Cabrera

West Palm Beach,FL

Summary

Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Personal Lines Account Manager

JDA Insurance Group
10.2022 - Current
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Developed and implemented promotional strategies to increase customer base.
  • Calculated premiums and established payment methods for sales.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Educated clients on insurance policies and procedures.
  • Conducted annual reviews of existing policies to update information.

Personal Lines Account Manager

Landmark Insurance
09.2017 - 11.2022
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Conducted annual reviews of existing policies to update information.
  • Educated clients on insurance policies and procedures.
  • Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
  • Adhered to underwriting, rating and compliance criteria and guidelines to determine associated financial risks.
  • Trained new customer service representatives on best practices, policies and procedures.

Part Time Sales Associate

Kate Spade
01.2019 - 03.2021
  • Helped customers locate products and checked store system for merchandise at other sites.
  • Answered customer questions about sizing, accessories, and merchandise care.
  • Provided positive first impressions to welcome existing, new, and potential customers.
  • Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Generated new sales leads to achieve and exceed monthly sales goals.

Administrative Assistant

Allstate Insurance
02.2016 - 09.2017
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Created and updated physical records and digital files to maintain current, accurate, and compliant documentation.
  • Delivered top-notch administrative support to office staff, promoting excellence in office operations.
  • Maintained office supplies inventory by checking stock and ordering new supplies.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Updated spreadsheets and databases to track, analyze, and report on performance and sales data.

Education

High School Diploma -

Park Vista High School
Lake Worth, FL
2011

Skills

  • Customer Service
  • Data Entry
  • Consultative Sales
  • Risk Analysis
  • Client Needs Assessment
  • Records Management

Certification

  • Florida 4-40 Customer Representative License

Timeline

Personal Lines Account Manager

JDA Insurance Group
10.2022 - Current

Part Time Sales Associate

Kate Spade
01.2019 - 03.2021

Personal Lines Account Manager

Landmark Insurance
09.2017 - 11.2022

Administrative Assistant

Allstate Insurance
02.2016 - 09.2017

High School Diploma -

Park Vista High School

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Samantha Cabrera