Dynamic Insurance Sales Agent with deep understanding of various insurance products and market strategies. Demonstrated ability to build lasting client relationships and effectively communicate complex information in understandable terms. Strong negotiation skills, leading to successful closure of deals and consistent growth in client base.
Multilingual professional with expertise in English, Spanish, and Portuguese, demonstrating exceptional conversational skills to enhance client relations and foster collaboration in diverse environments. Proven ability to navigate cross-cultural communication effectively.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
American Income Life Insurance Company
Boulder, CO
01.2024 - 11.2024
Established relationships with vendors that provide services related to insurance products.
Advised clients on their insurance needs and coverage options based on individual requirements.
Developed and implemented sales strategies to increase market share of insurance products.
Responded promptly to customer inquiries via phone calls or emails in a professional manner.
Participated in industry events such as conventions, seminars, workshops.
Identified opportunities for cross-selling additional policies or services to existing customers.
Researched complex underwriting issues and provided solutions for customers' satisfaction.
Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
Assisted in the development of training materials for new agents entering the field.
Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
Performed routine follow-up calls to assess customer satisfaction with products and services.
Pursued continued professional development through insurance workshops, course and webinars.
Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Improved data collection accuracy by structuring systems for desktop spreadsheets.
Sought out new clients and developed clientele by networking to find new customers.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Achieved repeat business and referrals through personalized services.
Developed appropriate quotes based on risk information.
Business Manager
Lincoln Property Company
05.2015 - 05.2023
Implementation of Strategic Marketing Plans for team
Led leasing teams at 7 lease ups to exceed proforma
Communication with ownership (private equity & institutional)
Acquisition and disposition transitions
Third party presentations of lease up progression and analytics
Serve as main point of contact for clients, answering questions and responding to messages
Planned, implemented, and maintained successful SEO strategies and social media marketing
Grew organic search traffic for clients by implementing original social media content
Identified trends through assessment of competitor activities
Encouraged prospective residents to fill out applications after property tours
Promoted the property to businesses in the local area through outreach marketing
Audited website performance each week to make positive adjustments to marketing plans
Traveled to various properties in Florida to train teams and develop marketing plans
Planned and prepared workflow schedules, delegating tasks for team members
Produced monthly leasing and performance reports, supporting operational planning and strategic decision making
Cultivated customer loyalty by training team members in industry-leading service standards
Enforced company policies and procedures to strengthen operational standards across the leasing department
Maintained positive work ethic and commitment to providing excellent service to improve operations efficiency and customer satisfaction
Wrote clear and concise owner's reports based on findings from quarterly financial statements
Assisted in overseeing construction and maintenance projects
Experienced in various types of properties including new construction, luxury apartments, newly renovated apartments, Mid-rise communities, garden style communities, and 700+ units high volume communities
Certified Training Associated for the SE region of Lincoln Property Company
In this position I facilitate training for new associates during the on-boarding process
Organized networking events to bring awareness to the neighborhood, generating lead flow
Received recognition via the company's notional social media by providing exceptional customer service
Achieved being top performance Leasing and Marketing Professional monthly by using effective closing strategies and maintaining a high closing ratio
Sales Manager
Bebe
03.2013 - 05.2015
Handled opening and closing procedures
Deliver exceptional customer service and ensure high levels of customer satisfaction
Motivate the sales team to meet sales objectives
Handle customer queries and complaints
Listen to the customer’s needs and suggest products that would help them achieve their desired look
Analyze sales data and reports
Meeting and exceeding sales goals
Train and mentor sales representatives
Staying up to date with latest trends and product information
Building and maintaining a connection with customers to ensure they have a comfortable and exceptional sales experience
Handle returns of merchandise
Product knowledge
Processing customer payments
Inventory management and restocking
Advertise current specials to customers
Process incident reporting
Education
Associate of Arts - Licensed Practical Nurse
Fortis College
Tampa, FL
01.2011
Skills
Skilled communicator and leader
Proficient in Microsoft Applications
Create Market Outreach strategies
Advertising sources analysis
Market conditions research
Trend forecasting
Event planning and execution
Graphic arts design
Visual product development
Build vendor relationships
Rental pricing strategies
Proficient in the use of CRM software
Experience with price optimization software such as LRO and Yieldstar
Fortune 500 company sales background
Budgeting and cost control strategies
Lead management and follow-up
Insurance sales strategy
Underwriting principles
Insurance sales expertise
Email marketing
Asset protection
Sales strategy development
Risk assessment
Marketing initiatives
Client retention
Professional networking
Certification
Certified Training Associate for Lincoln Property Company, 2017
Virtual Trainer (vILT training certificate)
Licensed Life and Health Insurance Agent in TX, NC, FL, and CO.