Applied Epic
Summary
Committed and driven Personal Lines Agent with a demonstrated history of successfully maintaining a high volume of business. Expert in personal lines property and casualty insurance with 6 years of industry experience. Adept at fostering new business and customer loyalty through excellent sales and interpersonal skills. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Proven results in leadership, management, and human resources. Highly effective at juggling multiple responsibilities at once and providing friendly service. Motivated to learn, grow and excel in the insurance industry. I am currently located in Florida and am committed to making a smooth transition to Colorado. I am confident that by the time I start, I will be fully settled and ready to contribute to the team.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Personal Lines Insurance Agent
Roberts Insurance Group
04.2021 - Current
- Assess client needs to understand their insurance requirements.
- Provide insurance quotes from various carriers, gathering relevant information from clients to provide quotes that align with their needs.
- Advise clients on coverage options and educate on different types of insurance coverage available.
- Process applications and policies with completing application forms, ensuring accuracy and completeness.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Responded to inquiries and explained product features and service advantages to potential customers.
Agent / Executive Assistant
American Insure-All
Everett, WA
08.2018 - 03.2021
- Supervised agents ensuring sales goals were met and insurance policies were documented properly.
- Top performing sales agent for 2019-2020
- Analyzed customer needs and provided best options, upselling products and services.
- Researched insurance plans to find good options for clients' needs.
- Prepared documents and reports for executives regarding employee performance.
- Performed payroll functions, such as maintaining timekeeping information and processing payroll.
- Oversaw daily administrative operations and complex calender management for 5 locations.
- Onboarded new employees, including training, mentoring and new hire documentation.
- Maximized productivity by keeping detailed records of daily progress and identifying and rectifying areas for improvement.
- Coordinated meeting and work schedules for staff teams and executives.
- Tackled and addressed top-level, high-priority issues with professional administrative discretion.
Lead Teacher
All About Kids Preschool
07.2017 - 06.2018
- Consulted with parents to build and maintain positive support networks and support continuing education strategies.
- Identified signs of emotional and developmental problems in children and reported to parents.
- Promoted physical, academic and social development by implementing diverse classroom and outside activities.
- Maintained secure and disciplined classroom to provide positive learning environment.
- Involved parents in student learning to increase family interaction and student support.
Recreation Leader - Team Lead
City Of Eureka - Parks & Recreation
01.2014 - 03.2017
- Oversaw recreation leaders to make sure that city guidelines and policies were being practiced.
- Acted as liaison between Eureka City Schools and City of Eureka.
- Fostered positive and pleasant classroom culture while maintaining learning development goals.
- Supported site leader in coordinating and executing different projects.
- Mentored staff and students in safety procedures and protocols to prevent accidents and injuries.
Skills
- Administrative Functions
- Service-Oriented
- Verbal and Written Communication
- Relationship Building
- Upselling and Cross-Selling
- Conflict Resolution
- Proficient in Applied Epic
Software
Microsoft Office
IBQ Rater
Certification
- Licensed FL Agent (0220)
Languages
Spanish
Native/ Bilingual
Timeline
Personal Lines Insurance Agent - Roberts Insurance Group
04.2021 - Current
Agent / Executive Assistant - American Insure-All
08.2018 - 03.2021
Lead Teacher - All About Kids Preschool
07.2017 - 06.2018
Recreation Leader - Team Lead - City Of Eureka - Parks & Recreation
01.2014 - 03.2017
Similar Profiles
Thomas R TyrrellThomas R Tyrrell
Licensed Sales Agent at J Roberts Insurance AgencyLicensed Sales Agent at J Roberts Insurance Agency
Kristina Hargett MooreKristina Hargett Moore
Insurance Producer at Roberts Insurance AgencyInsurance Producer at Roberts Insurance Agency
Andrew MyersAndrew Myers
Open Crane Operator at Roberts Collins GroupOpen Crane Operator at Roberts Collins Group
Veronica Ceja GaonaVeronica Ceja Gaona
Personal Lines Insurance Agent at Suddock Insurance AgencyPersonal Lines Insurance Agent at Suddock Insurance Agency
Brenda YaworskiBrenda Yaworski
AUTO/MV/Personal Lines Insurance Agent at HUB International Insurance ServicesAUTO/MV/Personal Lines Insurance Agent at HUB International Insurance Services