Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Sharon J Montenegro

Coconut Creek,FL

Summary

With over a decade at Allstate Insurance Co., I excel in relationship management and sales expertise, consistently exceeding sales quotas. Recognized for top-tier client account management and insurance product promotion, my work ethic and commitment to excellence have significantly enhanced agency reputation. Proficient in Microsoft Office, I bring a blend of hard and soft skills to every client interaction.

Overview

26
26
years of professional experience
1
1
Certification

Work History

Insurance Agent/Sales Associate

We Insure Group
Wilton Manors, Florida
11.2020 - Current
  • Proven track record of achieving & exceeding sales targets quota consistently & generating cross-sale
  • Demonstrated expertise in underwriting and processing policies to ensure accuracy and compliance with industry regulations
  • 10+ years of experience as an Insurance Agent managing client accounts and providing personalized coverage options
  • Strong communication skills in explaining complex insurance products and assisting clients with claim resolutions
  • Received recognition for exceptional top 10 Sales agent, customer service and knowledge of insurance products, enhancing the reputation of the agency

Office Manager/Senior Sales Agent

Allstate Insurance Co.
North Miami Beach, Florida
05.2000 - 07.2020
  • Successfully sold and completed various types of insurance policy applications for businesses and individuals, including automobile, fire, life, property, motorcycle, golf cart, renters, landlords, and personal umbrella policies, achieving notable success in upselling additional coverage
  • Consistently achieved or exceeded target insurance sales quotas, addressed policyholder questions and concerns, and explained the features and advantages of various policies
  • Perform administrative tasks such as maintaining records and handling policy renewals, coordinated with underwriters to obtain binder coverage
  • Effectively focused sales efforts, developed, and managed customer relationships, and served as a resource on all Direct General products and services
  • My responsibilities also included reviewing and reconciling payroll discrepancies, conducting new hire verifications, processing employment paperwork, and maintaining accurate payroll records
  • Managed budgets for contracts, equipment, and Office supplies

Sales Associate / Customer Service

Allstate Insurance Co.
North Miami, Florida
01.1999 - 04.2000
  • Managed customer inquiries and complaints in a timely and professional manner
  • Achieved sales targets through effective product knowledge and upselling techniques
  • Handled the processing and recording of new insurance policies and claims
  • Developed relationships with customers to increase repeat business and loyalty
  • Provided exceptional customer service by actively listening and addressing customer needs
  • Collaborated with team members to achieve store goals and objectives

Education

CONNECT AND PROTECT: NETWORKS AND NETWORK SECURITY CERTIFICATION -

12.2024

TOOLS OF THE TRADE: LINUX AND SQL CERTIFICATION -

12.2024

FOUNDATIONS OF CYBERSECURITY CERTIFICATION -

12.2023

PLAY IT SAFE: MANAGE SECURITY RISKS CERTIFICATION -

12.2023

QUICKBOOKS ONLINE TRAINING COURSE CERTIFICATION -

12.2018

LIFE & RETIREMENT REFERRAL PARTNER CERTIFICATION -

12.2015

AUTO ACQUISITION SPECIALIST CERTIFICATION -

12.2014

HOUSEHOLD RELATIONSHIP SPECIALIST CERTIFICATION -

12.2014

AN ASSOCIATE OF SCIENCE IN BUSINESS ADMINISTRATION - HUMAN RESOURCES AND RISK MANAGEMENT

Broward College
Broward, Fl

Skills

  • Licensed insurance agent
  • Relationship management
  • Insurance product promotion
  • Sales expertise
  • Client needs analysis
  • Work ethic
  • Commitment to excellence
  • Employee benefits
  • Human resources
  • Microsoft Office
  • Excel
  • Insurance products
  • Life insurance
  • Policy renewals
  • Health insurance
  • Client account management

Certification

  • Foundations of Cybersecurity Certification
  • Play It Safe: Manage Security Risks Certification
  • Connect and Protect: Networks and Network Security Certification
  • Tools of the Trade: Linux and SQL Certification
  • Auto Acquisition Specialist Certification
  • Household Relationship Specialist Certification
  • Life & Retirement Referral Partner Certification
  • QuickBooks Online Training Course Certification

Timeline

Insurance Agent/Sales Associate

We Insure Group
11.2020 - Current

Office Manager/Senior Sales Agent

Allstate Insurance Co.
05.2000 - 07.2020

Sales Associate / Customer Service

Allstate Insurance Co.
01.1999 - 04.2000

CONNECT AND PROTECT: NETWORKS AND NETWORK SECURITY CERTIFICATION -

TOOLS OF THE TRADE: LINUX AND SQL CERTIFICATION -

FOUNDATIONS OF CYBERSECURITY CERTIFICATION -

PLAY IT SAFE: MANAGE SECURITY RISKS CERTIFICATION -

QUICKBOOKS ONLINE TRAINING COURSE CERTIFICATION -

LIFE & RETIREMENT REFERRAL PARTNER CERTIFICATION -

AUTO ACQUISITION SPECIALIST CERTIFICATION -

HOUSEHOLD RELATIONSHIP SPECIALIST CERTIFICATION -

AN ASSOCIATE OF SCIENCE IN BUSINESS ADMINISTRATION - HUMAN RESOURCES AND RISK MANAGEMENT

Broward College

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Sharon J Montenegro