Sergio Kotbi
Miami,FL
Summary
Customer-focused professional with proven ability to build strong relationships, asses client needs, and deliver tailored solutions. Skilled in effective communication, problem-solving, and adapting quickly in fast-paced environments. Known for reliability, attention to detail, and consistently achieving performance goals while ensuring a positive customer experience.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
Total Protection
02.2025 - 07.2025
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
Restaurant Waiter
Belillo
01.2025 - 03.2025
- Managed multiple tables simultaneously while maintaining high levels of accuracy on order placement and delivery.
- Addressed guest concerns promptly and professionally, fostering a positive dining atmosphere.
- Explained menu items and suggested appropriate options for food allergy concerns.
- Strategically timed check-ins with customers to take orders and confirm satisfaction with meals after delivery, taking action to correct any problems.
Restaurant Waiter
Dal Contadino
09.2024 - 12.2024
- Maintained clean and organized dining areas for optimal guest experience.
- Cultivated warm relationships with regular customers.
- Quickly reset and cleaned up tables after customers left to enable speedy turnaround and guest flow.
- Answered customers' questions, recommended items, and recorded order information.
Life Insurance Agent
Savior Insurance
07.2024 - 10.2024
- 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
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
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
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
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
Restaurant Waiter
La Veranda Ristorante Italiano
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.
Restaurant Waiter
Angeli Rock
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.
Restaurant Waiter
L'incontro
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 dining tables prior to arrival of large groups.
Social Media Manager
ROMACASA - Real Estate Company
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
High School Diploma -
Liceo Scientifico Statale Stanislao Cannizzaro
International Baccalaureate - Economics
Southlands International School in Rome
06.2019
Bachelor of Science - Business Administration And Economics
Tor Vergata University of Rome
Skills
- Sales Expertise
- Building Relationships
- Fluent in: Italian, English, Arabic, Spanish and French
- Proficient in Verbal and Written Communication
- Team training and development
Accomplishments
FFM certified
AHIP certified
Certification
- Life and Health Insurance License - Florida Department of Insurance.
- Health Insurance License - 32 non-resident states
- 2025 AHIP certification
Timeline
Life Insurance Agent
Total Protection
02.2025 - 07.2025
Restaurant Waiter
Belillo
01.2025 - 03.2025
Restaurant Waiter
Dal Contadino
09.2024 - 12.2024
Life Insurance Agent
Savior Insurance
07.2024 - 10.2024
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
Restaurant Waiter
La Veranda Ristorante Italiano
04.2022 - 08.2022
Team Leader
The Little Coffee Shoppe
02.2022 - 05.2023
Restaurant Waiter
Angeli Rock
07.2021 - 11.2021
Restaurant Waiter
L'incontro
05.2020 - 10.2020
Social Media Manager
ROMACASA - Real Estate Company
06.2018 - 09.2018
Bachelor of Science - Business Administration And Economics
Tor Vergata University of Rome
High School Diploma -
Liceo Scientifico Statale Stanislao Cannizzaro
International Baccalaureate - Economics
Southlands International School in Rome
FFM certified
2025 certification
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