Valerie Pevida
Miami,FL
Summary
As an insurance broker, achieving outcomes and ensuring efficiency are my top priorities. I'm excellent at establishing trusting connections with clients, which is crucial in my field. I can create policies that are ideal for them and keep them coming back if I truly understand their needs. In order to provide the greatest possibilities available, I also keep up with market developments. I overcome obstacles with the help of my communication and problem-solving abilities, and I'm always willing to adjust to any circumstance. These qualities help me stay productive and ensure that I'm always adding value for my team and clients.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Insurance Broker
BCI South Insurance
Miami, FL
09.2024 - Current
- Provided clients with financing options that best met their needs, ensuring that 100% of applications were filled out and submitted correctly, resulting in a 15% increase in approval rates.
- Managed a weekly portfolio of 50+ client cases, entering relevant information into the catalyst system, and uploading application and disclosure forms for all contacts, maintaining 100% accuracy.
- Responded to client inquiries via phone, addressing service-related needs, and resolving 95% of inquiries within the first contact, leading to a 10% increase in customer satisfaction.
- Prepared detailed reports summarizing customer requirements and recommendations, contributing to a 20% improvement in the efficiency of decision-making processes.
- Monitored pending cancellations and processed cancellations, reviewing loan details to ensure 100% accuracy in data entry, preventing any discrepancies in more than 30 cases each month.
Front Desk Receptionist
KR Dental Group
Miami, FL
06.2024 - 08.2024
- Kept track of office supplies, ensuring 100% stock availability and reducing supply shortages by 20% through proactive inventory management.
- Updated and maintained office policies and procedures, streamlining operations, and improving efficiency by 15%, leading to faster response times.
- Answered incoming calls, directed them to the appropriate personnel, and took messages, resulting in a 10% reduction in misdirected calls.
- Greeted and assisted an average of 30+ visitors per day, ensuring a welcoming experience, and contributing to a 95% satisfaction rate based on visitor feedback.
Education
Associate of Arts - Occupational Therapy
Florida International University
Miami, FLSkills
- Strong Communication Skills
- Customer Service
- Market Monitoring
- Attention to Detail
- Time Management
- Understanding Financial Requirements
- Marketing Development
- Insurance knowledge
- Empathy and Patience
- Policy Analysis
- Commercial Insurance
- Personal Auto Insurance
- Home/Renters Insurance
Affiliations
- I enjoy expressing my personality through fashion. Putting together different outfits and experimenting with new combinations every day is something I truly love, and I'm planning on joining a fashion club in the future.
- Reading is another passion of mine, there's something indescribable about getting so lost in a book and connecting with it on a personal level. Right now, I’m part of a book club with my cousins, which makes reading even more enjoyable.
- I’m passionate about going to the gym every day. It not only helps me feel healthier, but it also boosts my confidence, and staying consistent is what keeps me motivated.
- I love crafting and painting. Creating unique pieces that you wouldn’t typically find elsewhere is such a fulfilling experience. I always enjoy experimenting with new ideas and letting my creativity flow
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Certification
0440 - Insurance Customer Representative
- License # G206991
References
References available upon request.
Timeline
Insurance Broker
BCI South Insurance
09.2024 - Current
Front Desk Receptionist
KR Dental Group
06.2024 - 08.2024
Associate of Arts - Occupational Therapy
Florida International University
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