Summary
Overview
Work History
Education
Skills
Timeline
Generic

VINCE PULEO

Bradenton

Summary

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.
  • Personal Lines Property and Casualty
  • Good Size Client Following
  • No non-compete restrictions

Education

No Degree - Economics

Hamilton College
Clinton,NY

Skills

  • Customer service
  • Licensed insurance agent
  • Professionalism and ethics
  • Quotes and sales
  • Retention Skills

Timeline

Insurance Agent/Owner/Operator

Vince M Puleo LLC
08.2017 - Current

No Degree - Economics

Hamilton College