Yari Leon
Bronson,FL
Summary
Bilingual and passionate insurance agent with strong organizational skills eager to do what she does best, help the people with their insurance needs. Adept at building trust with clients, providing guidance and financial advice, while delivering outstanding customer service. Possesses deep knowledge of personal lines(home, auto, umbrella)insurance and some commercial. With extensive experience assessing customer risk and providing tailored solutions to meet each owns needs!
Overview
8
8
years of professional experience
Work History
Executive Director
Milagro Framing
03.2022 - Current
- Work closely with contractors and home owners to guide operational strategy.
- Overseeing financial management, as well as sending invoices and submitting payroll.
- Guide staff through periods of organizational change, maintaining morale and engagement during transitions.
- Monitor compliance with laws and regulations (such as OSHA) to protect organization from legal liabilities and penalties.
- Negotiate contracts with (sub)contractors, securing favorable terms while adhering to budgetary constraints.
- Build and maintained strong company teams by hiring and training qualified staff to create positive and productive work environments.
Insurance Agent
Schneider & Associates Insurance
03.2020 - 03.2022
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions regarding their policy.
- Efficiently managed policy renewals and new business policies, ensuring timely processing and accurate coverage updates.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
- Collected premiums on or before effective date of coverage.
Bilingual CSR
King Insurance
09.2016 - 03.2020
- Resolved complex issues by leveraging bilingual skills to understand customer needs and provide effective solutions.
- Collaborated closely with other agents, ensuring seamless coordination when addressing multilingual customer queries or complaints and/or when cross-selling.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered constant flow of customer calls with minimal wait times.
- Assisted customers with billing, payment processing and claims.
Education
2-20 - Insurance
Florida State College At Jacksonville
Jacksonville, FL12.2016
Some College -
Santa Fe College
Gainesville, FL06.2014
High School Diploma -
Bronson High School
Bronson, Fl06.2013
Skills
- -Business Management
- -Relationship Building
- -Customer Service
- -Quotes and sales
-Project Management
- -Customer follow-up
- -Policy Knowledge
- -Policy writing
- -Upselling
- -Policy Renewals
Timeline
Executive Director
Milagro Framing
03.2022 - Current
Insurance Agent
Schneider & Associates Insurance
03.2020 - 03.2022
Bilingual CSR
King Insurance
09.2016 - 03.2020
2-20 - Insurance
Florida State College At Jacksonville
Some College -
Santa Fe College
High School Diploma -
Bronson High School
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