Sergio Kotbi
Coral Springs,FL
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
Savior Insurance
Coral Springs, FL
07.2024 - Current
- Assisted customers in selecting the right life insurance coverage for their needs.
- Analyzed client portfolios to determine best investment opportunities.
- Maintained records of client information, including policies and payment history.
- Educated clients on various types of life insurance policies available in the market.
- Attended educational seminars and conferences to stay up-to-date on industry trends.
- Advised clients on the tax implications of their investments and purchases.
Medicare Insurance Agent
iHealth Plans
Deerfield Beach, FL
05.2024 - 06.2024
- Provided Medicare customers with guidance and assistance in selecting the most appropriate insurance plans.
- Conducted research to ensure compliance with applicable regulations and laws governing Medicare insurance.
- Analyzed client needs and recommended suitable products to meet their requirements.
- Assisted clients in completing applications, forms, and other paperwork related to enrollment process.
- Educated customers on the features of different insurance plans available through company programs.
- Built relationships with existing customers to encourage renewals and referrals.
Tax Agent
American Tax Help
Coral Springs, FL
01.2024 - 04.2024
- Prepared and filed tax returns for individual clients.
- Assisted clients in understanding the complexities of their taxes to ensure accuracy of returns.
- Analyzed financial records such as income statements and balance sheets to identify potential deductions or credits.
Sales Representative
Anchored
Fort Lauderdale, FL
06.2023 - 12.2023
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Recognized by management for providing exceptional customer service.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Fostered relationships with customers to expand customer base and retain business.
Team Leader
The Little Coffee Shoppe
Pompano Beach, FL
02.2022 - 05.2023
- Mentor employees to foster proper completion of assigned duties.
- Conduct training and mentor team members to promote productivity, accuracy and commitment to friendly service.
- Build strong relationships with customers through positive attitude and attentive response.
- Establish open and professional relationships with team members to achieve quick resolutions for various issues.
- Additional duties: waiter, food server and barista
- Skilled at upselling and customer service
Server
La Veranda Ristorante Italiano
Pompano Beach, FL
04.2022 - 08.2022
- Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
- Worked with POS system to place orders, manage bills and handle complimentary items.
- Explained menu items and suggested appropriate options for food allergy concerns.
- Bussed and reset tables to keep dining room and work areas clean.
- Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals and walk-in business.
Server
Angeli Rock
Rome, Italy
07.2021 - 11.2021
- Worked with POS system to place orders, manage bills and handle complimentary items.
- Checked identification for minimum age for sale of alcoholic beverages.
- Collected payment for food and drinks served, balanced cash receipts and maintained accurate cash drawer.
- Scheduled numerous reservations and managed seating arrangements simultaneously in high-traffic restaurant while maintaining calm, professional demeanor.
Server
L'incontro
Rome, Italy
05.2020 - 10.2020
- Cultivated warm relationships with regular customers.
- Worked with POS system to place orders, manage bills and handle complimentary items.
- Presented menus to patrons promptly after seating and answered questions about menu items, making recommendations upon request.
- Bussed and reset tables to keep dining room and work areas clean.
- Moved and set up seating, prepared extra silverware and [Action] prior to arrival of large groups.
Social Media Manager
ROMACASA - Real Estate Company
Rome, Italy
06.2018 - 09.2018
- Increased customer engagement through social media.
- Developed marketing content such as promotional materials and advertisements for social media.
- Monitored online presence of company's brand to engage with users and strengthen customer relationships.
- Analyzed and reported social media and online marketing campaign results.
Education
International Baccalaureate - Economics
Southlands International School in Rome
Rome Italy 06.2019
Bachelor of Science - Business Administration And Economics
Tor Vergata University of Rome
Rome, ItalyHigh School Diploma -
Liceo Scientifico Statale Stanislao Cannizzaro
Rome, ItalySkills
- Sales Expertise
- Building Relationships
- Appointment Scheduling
- Proficient in Verbal and Written Communication
- Fluent in: Italian, English, Arabic, Spanish and French
- Upselling strategies
Certification
- Life and Health Insurance License - Florida Department of Insurance.
- Medicare/Medicaid Enrollment – Centers for Medicare & Medicaid Services.
Languages
English
Native/ Bilingual
Italian
Native/ Bilingual
Spanish
Full Professional
French
Professional
Arabic
Native/ Bilingual
Timeline
Life Insurance Agent
Savior Insurance
07.2024 - Current
Medicare Insurance Agent
iHealth Plans
05.2024 - 06.2024
Tax Agent
American Tax Help
01.2024 - 04.2024
Sales Representative
Anchored
06.2023 - 12.2023
Server
La Veranda Ristorante Italiano
04.2022 - 08.2022
Team Leader
The Little Coffee Shoppe
02.2022 - 05.2023
Server
Angeli Rock
07.2021 - 11.2021
Server
L'incontro
05.2020 - 10.2020
Social Media Manager
ROMACASA - Real Estate Company
06.2018 - 09.2018
- Life and Health Insurance License - Florida Department of Insurance.
- Medicare/Medicaid Enrollment – Centers for Medicare & Medicaid Services.
International Baccalaureate - Economics
Southlands International School in Rome
Bachelor of Science - Business Administration And Economics
Tor Vergata University of Rome
High School Diploma -
Liceo Scientifico Statale Stanislao Cannizzaro
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