Servando Velazquez
Garfield,NJ
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. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Commercial Lines Producer
USI Insurance Services LLC
02.2023 - Current
- Reconciled eligibility discrepancies, analyzed transactional data and submitted retroactive eligibility changes.
- Loaded new member or group data into enrollment database and updated database with changes.
- Explained detailed policy concepts in easy-to-understand terms.
- My team analyzes client business issues and challenges leveraging USI ONE™, a proprietary platform integrating analytics, networked resources and strategic planning to deliver highly customized solutions with economic impact.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
- Generated leads through cold-calling, networking and other outreach methods.
Insurance Producer Manager
Preferred Choice Insurance
11.2019 - 02.2023
- Provided detailed information about company insurance products.
- Set up policies and completed all documentation.
- Adhered to all regulations for insurance sales.
- Worked in high-volume, competitive sales environment.
- Met with [Type] clients to discuss needs.
- Provided information on features, policies and relative advantages to promote insurance packages.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Obtained underwriting approval by completing application for coverage.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Investigated and processed claims swiftly to keep customers satisfied.
- Cross-sold insurance products to existing clients to reach sales targets.
- Educated clients on insurance policies and procedures.
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
Assistant Project Manager
Royal Empress
09.2018 - 11.2019
- Developed and maintained project documentation for reliable records.
- Generated weekly and monthly status reports for helpful progress tracking.
- Delivered high level of service to clients to both maintain and extend relationship for future business opportunities.
- Supported senior managers and department leaders by completing projects and problem resolution under tight budgets and schedule demands.
- Partnered with project team members to identify and quickly address problems.
- Documented project progress to fulfill project requirements and establish traceability.
- Planned, monitored and analyzed project costs to meet financial goals.
- Updated customers and senior leaders on progress and roadblocks.
- Identified and resolved risks to minimize project disruption.
- Devised and implemented attainable schedules, timelines and milestones for on-track projects.
- Negotiated contracts and agreements with vendors for constructive supplier relations.
Education
BBA - Finance
Queens College of The City University of New York
Flushing, NY12.2025
Associate of Applied Science - Finance
Borough of Manhattan Community College of The City University of New York
New York, NY12.2019
Skills
- Prospecting Techniques
- Market Research Abilities
- Cold Calling Experience
- Goal Oriented Mindset
- Attention to Detail
- Teamwork and Collaboration
- Analytical Thinking
- Insurance Product Knowledge
- Industry Trend Awareness
- Effective Communication
- Policy Analysis Proficiency
- Sales Strategy Development
Certification
- Licensed Insurance Producer
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Commercial Lines Producer
USI Insurance Services LLC
02.2023 - Current
Insurance Producer Manager
Preferred Choice Insurance
11.2019 - 02.2023
Assistant Project Manager
Royal Empress
09.2018 - 11.2019
BBA - Finance
Queens College of The City University of New York
Associate of Applied Science - Finance
Borough of Manhattan Community College of The City University of New York
- Licensed Insurance Producer
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