SOFIA RIVAS
Buford,GA
Summary
Working in various business settings and working with over 40 different Insurance Carriers, various computer programs and company specific software while providing services and sales in 43 States. With over 18 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional who consistently achieves goals.
Overview
17
17
years of professional experience
Work History
INSURANCE AGENT
NSURE, INC
11.2021 - Current
- Performed reviews of potential policies for accuracy, eligibility, and meeting underwriting guidelines for auto, home, renters, umbrella, vacant home and landlord policies for specific and varying carriers in over 20+ States. Once verified, completed applications, bound, logged and set for required forms to be sent out and signatures to be acquired for well over 25 policies per day.
Insurance Agency Manager
Allstate Agency, ASA (SELF EMPLOYED-CONTRACT)
02.2021 - 11.2021
- Operating an Insurance Agency selling Property & Casualty Products
- Managing agencies day to day; responsible for marketing, its' growth, and retention.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Upsold additional products and services after identifying customer needs and requirements.
Consultant
TTEC
12.2020 - 02.2021
- USAA Representative trained in assisting members with new and current policies, quoting & issuing, completing endorsements, processing payments, explaining coverages, offering solutions for various situations to meet goal of facilitating financial security of members.
Account Manager
Payrolling Partners, Inc
10.2019 - 02.2020
- Responsible for maintenance, servicing of existing and acquiring new accounts
- Processing payments, creating endorsements, providing guidance, explaining coverages, cross selling, and completing annual reviews
- Provided positive experience for clients while implementing new marketing ideas and establishing relationships with center of influences and other applicable businesses.
Consultant
MetLife GA
01.2011 - 03.2019
- Consistently met monthly sales goals and exceeding those goals becoming Annual top 10 producer for 8 years
- Answering inbound sales calls, providing solutions and resolutions to clients’ needs and issues for over 30 calls per day
- Completed quote proposals for partner agents/agencies agents in call center setting selling property & casualty products in multiple states licensed in.
Benefits Administrator
WBK & A, Inc
03.2009 - 12.2010
- Responsible for the day to day operation of the company
- Selected, acquired, and managed all insurance for the business with an emphasis on the employee health plan enrolling new employees in the healthcare program and conducting the annual open enrollment until the end of the company contract.
Insurance Agency Manager
ALLSTAR (SELF-EMPLOYED)
12.2007 - 03.2009
- An independent insurance agency offering all lines of insurance
- Managed the agencies day to day; responsible for marketing, its' growth, and retention, interviewing, hiring, training, and maintaining the licensing of new employees and of the business.
Agency Manager/Insurance Agent
Direct Insurance
07.2006 - 12.2007
- Responsible for agency growth, retention, customer service, training of new employees and office management with a weekly emphasis on outside sales to keep meeting monthly sales goals.
Office Manager/Insurance Agent
Bissell Insurance Group
10.2004 - 05.2006
- Responsible for overall management of office, appointed agents with appropriate companies and kept up with agency, agents’ licenses, and carrier appointment requirements
- Quoted and issued new business for all lines of insurance
Education
Certificate - Property & Casualty Insurance
R.S. Thomas Training Center
Atlanta, GA2006
Certificate - Life, Accident & Sickness Insurance
R.S. Thomas Training Center
Atlanta, GA2004
Certificate - Staff Retention & Motivation
Professional Training & Consulting, Inc
Cumming, GA (Online)2003
Certificate - Effective Staff Management
Professional Training & Consulting, Inc
Cumming, GA (Online)2003
Certificate - Basic Business Applications
Training Unlimited, Inc
Lowell, MA1996
High School Diploma -
Thomas A Edison High School
Philadelphia, PA1992
Skills
- Call Center Customer Service & Sales
- Managing Agency & Staff
- Prospecting
- Underwriting
Accomplishments
- Top Ten Producer January 2018
- Top Ten Producer January 2016
- Top Ten Producer January 2015
- Top Ten Producer January 2014
- Top Ten Producer January 2013
- Top Ten Producer January 2012
- Fast Track Award April 2011
Awards
Additional Information
LICENSED FOR PROPERTY & CASUALTY AND LIFE IN THE FOLLOWING STATES
- Arizona
- Connecticut
- District of Columbia
- Delaware
- Florida
- Georgia
- Iowa
- Maine
- Michigan
- Missouri
- Mississippi
- North Carolina
- North Dakota
- New Mexico
- Nevada
- New York
- West Virginia
Timeline
INSURANCE AGENT
NSURE, INC
11.2021 - Current
Insurance Agency Manager
Allstate Agency, ASA (SELF EMPLOYED-CONTRACT)
02.2021 - 11.2021
Consultant
TTEC
12.2020 - 02.2021
Account Manager
Payrolling Partners, Inc
10.2019 - 02.2020
Consultant
MetLife GA
01.2011 - 03.2019
Benefits Administrator
WBK & A, Inc
03.2009 - 12.2010
Insurance Agency Manager
ALLSTAR (SELF-EMPLOYED)
12.2007 - 03.2009
Agency Manager/Insurance Agent
Direct Insurance
07.2006 - 12.2007
Office Manager/Insurance Agent
Bissell Insurance Group
10.2004 - 05.2006
Certificate - Property & Casualty Insurance
R.S. Thomas Training Center
Certificate - Life, Accident & Sickness Insurance
R.S. Thomas Training Center
Certificate - Staff Retention & Motivation
Professional Training & Consulting, Inc
Certificate - Effective Staff Management
Professional Training & Consulting, Inc
Certificate - Basic Business Applications
Training Unlimited, Inc
High School Diploma -
Thomas A Edison High School
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