STEPHANIE BAZO
Orlando,FL
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
16
16
years of professional experience
Work History
Personal Lines Insurance Account Manager
Fudge Insurance
Winter Park, FL
01.2023 - Current
- Proactively identified upselling opportunities within existing accounts, resulting in expanded coverage for clients and increased revenue for the agency.
- Managed existing accounts with a high level of professionalism, addressing any concerns or changes in coverage as needed.
- Implemented effective cross-selling strategies that resulted in additional product lines being added to existing accounts.
- Built long-lasting relationships with clients through excellent communication and attentive service.
Licensed Insurance Sales Agent
Universal Insurance Agency
09.2013 - 01.2023
- Followed up promptly with interested clients to close sales.
- Surpassed daily sales goals 100% by cross-selling insurance and promoting additional products
- Resolved underwriting issues quickly through meticulous research, completed paperwork and effectiveness.
- Spent ample time with each customer, verbally reviewing, and explaining documents for client comprehension.
Licensed Insurance Representative
State Farm
09.2012 - 09.2013
- Engaged customers and provided high level of service by carefully explaining details about documents
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Updated accounts with recent information and processed customer payments.
- Calculated quotes and educated potential clients on insurance options.
Teller
Orlando Financial Services Inc.
02.2009 - 09.2012
- Maintained confidentiality of financial records and client information.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Processed customer transactions promptly, minimizing wait times.
- Adhered to regulatory and company security and audit procedures.
Education
BBA - Finance
University of Phoenix
Orlando, FL12.2020
P&C 4-40 License
Central Insurance School
Florida09-2012
Skills
- Policy administration
- Risk analysis
- Willing to learn
- Microsoft and office management software
- Planning and coordination
- Verbal and written communication
- Friendly, Positive Attitude
- Calm Under Pressure
- Flexible and Adaptable
- Spreadsheet and Excel tracking
Timeline
Personal Lines Insurance Account Manager
Fudge Insurance
01.2023 - Current
Licensed Insurance Sales Agent
Universal Insurance Agency
09.2013 - 01.2023
Licensed Insurance Representative
State Farm
09.2012 - 09.2013
Teller
Orlando Financial Services Inc.
02.2009 - 09.2012
BBA - Finance
University of Phoenix
P&C 4-40 License
Central Insurance School