Sherlyn Lopez
Immokalee
Summary
Licensed insurance professional with proven expertise in policy sales, client relationship management, and risk assessment. Skillful in navigating complex insurance products and regulations, ensuring clients receive optimal coverage. Strong focus on team collaboration, adaptability, and achieving measurable results in dynamic environments. Recognized for excellent communication, analytical thinking, and problem-solving abilities.
Experienced with customer engagement, sales optimization, and inventory management. Utilizes communication and problem-solving skills to enhance customer experiences and store efficiency. Track record of fostering team collaboration to achieve high performance and customer satisfaction.
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
2
2
years of professional experience
Work History
Licensed Insurance Agent
Tranzact Insurance Solutions
Fort Myers, FL
07.2025 - 01.2026
- Educated clients on various insurance products and coverage options.
- Assisted in policy renewals, ensuring accuracy and compliance with regulations.
- Calculated quotes and educated potential clients on insurance options.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
Retail Service Specialist
O’Reilly
Lehigh Acres, FL
08.2023 - 06.2025
- Delivered exceptional customer service to enhance client satisfaction and loyalty.
- Assisted in inventory management by tracking stock levels and organizing product displays.
- Executed daily transactions accurately using point-of-sale systems, ensuring efficient service.
- Trained new team members on company policies and procedures to foster a collaborative environment.
- Maintained cleanliness and organization of sales floor to promote an inviting atmosphere for customers.
- Resolved customer inquiries and complaints promptly, maintaining a positive shopping experience.
Education
High School Diploma -
Immokalee High School
Immokalee, FLSkills
- Skilled in insurance sales techniques
- Proficient in insurance solutions
- Customer relationship development
- Account portfolio oversight
- New employee training facilitation
- Sales strategy planning
- Customer relationship management
- Experience in generating sales quotes
- Health insurance expertise
- Vision and dental benefits coordination
Languages
English
Full Professional
Timeline
Licensed Insurance Agent
Tranzact Insurance Solutions
07.2025 - 01.2026
Retail Service Specialist
O’Reilly
08.2023 - 06.2025
High School Diploma -
Immokalee High School