Dynamic licensed insurance agent specializing in personalized client service and retention strategies. Proven track record in developing tailored insurance plans that enhance client satisfaction and drive referrals.
Overview
9
9
years of professional experience
Work History
Insurance Agent/Owner/Operator
Vince M Puleo LLC
Bradenton, FL
08.2017 - Current
Developed customized insurance plans tailored to client needs and risk assessments.
Provided expert guidance on policy options, enhancing client understanding and satisfaction.
Fostered strong relationships with clients, driving retention and referrals through personalized service.
Conducted thorough policy reviews, ensuring compliance with regulations and industry standards.