Dynamic Insurance Specialist with a range of effective sales strategies proven to maintain and grow long-term customer base, Skilled in risk assessment and customer relationship management, I leverage data analytics to drive strategic improvements and deliver exceptional service.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Team Coordinator
Assets Inc
03.2015 - Current
Coordinated team schedules to optimize resource allocation and improve operational efficiency.
Developed training materials to enhance onboarding processes for new staff members.
Facilitated communication between departments to ensure alignment on project objectives.
Managed project timelines and deliverables, ensuring adherence to deadlines and quality standards.
Analyzed performance metrics to identify areas for improvement and drive strategic initiatives.
Managed team workload to reach targets for specific tasks.
Built strong relationships with customers through positive attitude and attentive response.
Managed multiple projects simultaneously, prioritizing tasks for optimal resource allocation and workflow efficiency.
Improved team collaboration with regular meetings, progress updates, and transparent communication.
Trained, motivated and guided on-boarding members.
Developed strong relationships with cross-functional teams, facilitating collaborative efforts towards shared goals.
Insurance Specialist
Primerica
11.2024 - 5 2025
Managed portfolio of 120+ client accounts.
Improved claims process efficiency by 25%.
Educated clients on financial services, enhancing their understanding of investment and insurance solutions.
Coordinated with underwriters to assess risk factors and streamline approval processes for new policies.
Sales Agent Manager
Phillips Cruises and Tours
05.2021 - 10.2025
Cultivated strong relationships with clients to enhance customer satisfaction and loyalty.
Mentored junior sales agents, fostering a culture of continuous learning and improvement.
Assisted call-in customers with questions and orders.
Provided superior service to customers by quickly and courteously responding to requests, inquiries, suggestions and concerns.
Boosted referral rates by cultivating positive relationships with satisfied customers who were eager to recommend our products/services to others.
Developed and implemented effective sales strategies, enhancing customer engagement and satisfaction.