Yaily Lopez
Jacksonville,FL
Summary
Insurance Agent with over 8 years of experience in the corporate and insurance sectors. Proven ability to enhance operations through strong communication, organization, and leadership skills. Demonstrated adaptability to new environments and challenges, proficient in both Windows and Mac operating systems. Experienced in both independent and collaborative work settings, consistently delivering results.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Manager/Insurance Agent
ESTRELLA INSURANCE
Miami, FL
03.2017 - Current
- Conducted client interviews to gather financial data and assess insurance needs and existing coverage.
- Customized insurance programs to align with individual client requirements and risk profiles.
- Analyzed and updated clients' insurance policies, ensuring timely renewals and modifications.
- Engaged with policyholders to explain coverage details and recommend necessary adjustments.
- Developed competitive marketing strategies to enhance market presence against other insurance providers.
- Ensured compliance with policy requirements through medical examinations and documentation processes.
- Explained policy features, advantages, and disadvantages to facilitate informed purchasing decisions.
- Implemented bookkeeping systems while troubleshooting issues to maintain accurate records.
Insurance Agent
UNIVISTA INSURANCE
Miami, FL
09.2015 - 03.2017
- Contacted policyholders to explain policies and analyze insurance programs for improvements.
- Customized insurance programs to address individual customer needs and cover diverse risks.
- Developed competitive marketing strategies against other insurance providers.
- Ensured fulfillment of policy requirements, including medical exams and form completion.
- Explained features and benefits of various policies to facilitate sales.
- Installed bookkeeping systems and resolved related issues efficiently.
- Interviewed prospective clients to gather financial data and discuss existing coverage.
- Performed administrative tasks, including record maintenance and policy renewals.
Sales Representative
TV SAT
Miami, FL
01.2011 - 08.2015
- Executed sales strategies to consistently exceed revenue targets.
- Identified customer needs to tailor product offerings effectively.
- Established and maintained strong relationships with customers for long-term success.
- Ensured positive customer experiences throughout the sales process.
Education
Some Colllege Degree -
High School Diploma -
Miami Lakes Senior High School
Miami, FLSkills
- Typing speed of 110 WPM
- Team collaboration
- Time management
- Conflict resolution
- Communication skills
- Active listening
- Persuasion techniques
- Problem solving
- Negotiation skills
- Sales expertise
- Underwriting knowledge
- Microsoft proficiency
- Upselling strategies
Certification
- Property and Casualty License
- Notary Public Certificate
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Languages
Bilingual- Spanish
Timeline
Manager/Insurance Agent
ESTRELLA INSURANCE
03.2017 - Current
Insurance Agent
UNIVISTA INSURANCE
09.2015 - 03.2017
Sales Representative
TV SAT
01.2011 - 08.2015
Some Colllege Degree -
High School Diploma -
Miami Lakes Senior High School
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