SONIA DIAZ

• Owned and managed a daycare for children ages 1-5 years old while providing the needs of a diverse group of parents and children in the community
• Ensured achievement of daily care and education while following The New York State Office of Children & Family Services requirements and regulations
• Management of payroll and overall bookkeeping for the business and small staff
• Developed and maintained courteous and effective working relationships.

• Brokerage organization specializing in Employee Benefits Insurance
• Maintained a caseload of about 115 clients; servicing the various lines of coverage through producers and General Agent in the small group segment market
• Collaborated with the sales producers on renewals and marketing of additional and existing lines of coverage for potential upsell opportunities and expand client base
• Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
• Leveraged CRM tools to maintain accurate records of client interactions and transactions.

BROKERAGE & ADVISORY SERVICES

• Liaison between insurance carriers and clients, ensuring successful implementation and ongoing administration of their employee benefits program
• Conducted detailed financial analyses to inform strategic decision-making for clients primarily in the Community Rated Market
• Conduct marketing studies to explore alternatives; outlines and present results to client, explaining program details and variances between insurance carriers
• Review of all plan materials, contracts, booklets, benefit summaries prepared for customer by insurance carrier to ensure accuracy, reduce administration and avoid errors & omissions
• Managed insurance carrier relationships at the sales and service levels, through frequent contact and interaction on behalf of the customers
• Received promotion to Account Manager with ownership in handling the Community Rated book of business (2001)