Stephanie Portillo
Culpeper
Summary
Bilingual (English/Spanish) Personal Lines Insurance Agent and college student with strong experience in client communication, document handling, and working in fast-paced office environments. Skilled in building professional client relationships, managing sensitive information, and providing accurate support. Tech-savvy, attention to detail, and a quick learner.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Personal Lines Insurance Agent
Central Virginia Insurance Agency
Culpeper, VA
03.2022 - Current
- Learned to utilize agency software for managing client records and policy information.
- Provided customer service by addressing inquiries and resolving client issues.
- Built strong relationships with clients through attentive service and prompt responses to inquiries.
- Responded to telephone calls, providing information and resolving issues to enhance client relations.
- Organized and maintained filing systems for efficient document retrieval.
- Demonstrated attention to detail in all tasks and projects.
- Assisted clients in understanding personal lines insurance options and coverage details.
Education
Bachelor of Science - Criminal Justice
Penn Foster College
Scottsdale, AZ05-2028
High School Diploma -
Penn Foster High School
Scranton, PA05-2023
Skills
- Customer service
- Appointment management
- Email marketing
- Attention to detail
- Multitasking
- Reliability
- Excellent communication
- Organizational skills
- Decision-making
- Relationship building
- Self motivation
- Professionalism
- Billingual
Certification
- Property & Casualty Licensed
Languages
Spanish
Native or Bilingual
French
Limited Working
Timeline
Personal Lines Insurance Agent
Central Virginia Insurance Agency
03.2022 - Current
Bachelor of Science - Criminal Justice
Penn Foster College
High School Diploma -
Penn Foster High School