Valencia Pierre
Riverview
Summary
Insurance professional with extensive experience in policy servicing, risk analysis, and client consultation. Proven ability to simplify complex coverage details, ensuring clients make informed decisions. Strong background in fostering collaboration and compliance across diverse teams, enhancing client retention and satisfaction.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Insurance Agent
TTEC
Remote
12.2023 - Current
- Sold and serviced personal insurance policies while maintaining compliance with state and carrier regulations.
- Conducted needs-based consultations to recommend tailored coverage and educate clients on policy terms.
- Achieved consistent performance metrics in call quality, compliance, and customer satisfaction, contributing to overall client retention.
Credit Card Specialist
TTEC
Remote
01.2023 - 12.2023
- Managed high-volume inbound inquiries regarding credit card accounts, payments, disputes, and fraud alerts, achieving prompt resolutions that enhanced customer satisfaction.
- Conducted detailed account reviews to detect and escalate unusual activity and potential fraud, contributing to improved risk management.
- Applied risk-based judgment to approve or deny transactions, verify identity, and ensure compliance with internal controls and federal regulations.
- Collaborated with fraud, risk, and compliance teams to resolve escalated cases, ensuring accurate documentation and supporting top-tier performance in accuracy and call quality.
Energy Sales Consultant
American Power and Gas
Tampa
08.2022 - 02.2023
- Achieved sales objectives by employing persuasive, customer-centric communication, while ensuring compliance with market regulations.
- Conducted consultations to communicate pricing structures, contractual terms, and energy options, ensuring informed client decisions.
- Facilitated electricity and energy supply sales to diverse residential and commercial clients, enhancing portfolio growth.
Education
High school diploma - General Education
Thomas Jefferson High School
Tampa, FL05-2022
Skills
- Insurance services
- Policy expertise
- Insurance compliance
- Coverage analysis
- Risk analysis
- Fraud analysis
- Client Consultation
- Microsoft Excel
- Client Retention
- Salesforce
- CRM & Case Management Tools
- Risk & Fraud Monitoring Platforms
- Financial & Banking Systems
- Microsoft Excel
- Conflict resolution
- Interpersonal communication
- Insurance compliance
Certification
- Insurance Producer License, 12/01/23 to 11/01/26
- Food Handler Certification
Languages
English
Full Professional
Timeline
Insurance Agent
TTEC
12.2023 - Current
Credit Card Specialist
TTEC
01.2023 - 12.2023
Energy Sales Consultant
American Power and Gas
08.2022 - 02.2023
High school diploma - General Education
Thomas Jefferson High School