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
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
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