Result driven and goal-oriented. Exceptional multitasking and organizational skills with a proven ability to adapt and perform well in diverse environments.
Overview
5
5
years of professional experience
Work History
Licensed Insurance Agent
Health Insurance Associates
TAMPA, FL
06.2023 - 07.2024
Advised clients on their insurance needs and coverage options based on individual requirements.
Responded promptly to customer inquiries via phone calls or emails in a professional manner.
Initiated contact with potential clients through cold calling and networking activities.
Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
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.
Conducted customer needs assessments to identify appropriate coverage levels and options.
Negotiated contracts with providers to secure competitive rates for customers.
Exceeded company sales goals for new policies.
Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Responded to customer inquiries and problems to promote great service.
Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Counseled prospects and policyholders on coverage, limits and regulations.
Sought out new clients and developed clientele by networking to find new customers.
Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
Licensed Insurance Sales Agent
Tranzact
Tampa, FL
05.2020 - 08.2021
Handled, both Spanish and English, outbound and inbound sales-related calls to qualify individuals interested in purchasing insurance coverage
Recommended type and amount of coverage based on analysis of customers' circumstances using sales techniques
Analyzed retention, loss ratio trends and sales volume to identify areas for improvement
Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension
Scheduled fact-finding appointments and consultations to determine client needs and overall financial/health insurance situations
Worked to accommodate new and different insurance requests and explored new value opportunities with clients
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
Determined financial needs by assessing existing health coverage and aligning new products and services with long-term goals
Built relationships with clients
Sales Specialist
Beymark Inc.
Tampa, FL
10.2019 - 05.2020
Managed customer accounts, interacted with customers by answering questions from multiple clients and consumers in a retail setting
Met weekly, monthly and annual goals for customer satisfaction, sales, and installations
Handled billing, technical support, and minor device repair
Sold multiple carriers and products (Sprint, Verizon, AT&T, Direct TV, Spectrum, and Frontier)
Increased company sales through attractive incentives and promotional offers
Participated in interdepartmental meetings and prepared reports on any customer issues and resolutions.
Construction Contractor
A Roofing and Handyman Services
San Juan, PR
07.2019 - 10.2019
Performed daily maintenance, determined tools and equipment needed for individual repair or maintenance job, general maintenance such as personal yards and indoor/outdoor maintenance of buildings
Worked hands-on with painting and renovations, thoroughly cleaned locations, appliance removal and replacement, as well as disposal, plumbing, and electrical work
Had the ability to read and interpret blueprints and manuals
Had an understanding of current health and safety guidelines.
Education
High School Diploma -
DW Waters Career Center
Tampa, FL
Skills
Exceptional multitasking and organizational skills
Outstanding decision-making skills
Proficient in analyzing and resolving problems
Ability to develop and institute needed procedures and responses