Yesenia Diaz
Pembroke Pines
Summary
Dynamic professional with a proven track record in client relations and policy renewals, notably at Health One where I became well versed with health insurance. Skilled in navigating complex claims and enhancing customer satisfaction through personalized solutions. Expertise in managing accounts and customer follow-up, achieving significant client base expansion. Demonstrates exceptional ability to manage multiple priorities and maintain strong client relationships. Willing to relocate for position.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Insurance Agent
Health One
04.2021 - Current
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Educated clients on insurance policies and procedures.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
Real Estate Agent
First World Realty
08.2016 - Current
- Consulted with homeowners on appropriate listing prices based on market analysis, resulting in faster sales
- Conducted comprehensive market research to provide clients with accurate information on current trends and pricing strategies.
- Successfully managed multiple offers for sellers, securing the best possible outcome
- Marketed and sold property for clients by hosting open houses and advertising online and in print.
- Assisted first-time homebuyers in navigating the complex real estate process, guiding them from pre-approval to closing.
- Wrote listings detailing and professionally highlighting property features
Receptionist
Pavilionproperties
01.2024 - 12.2024
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Resolved customer problems and complaints.
- Answered phone promptly and directed incoming calls to correct offices.
- Responded to inquiries from callers seeking information.
Bookkeeper
Price Choice SuperMarket
01.2008 - 12.2015
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
Education
Real Estate
Gold Coast
North Miami Beach, FL08-2016
Skills
- Licensed insurance agent
- CMS certified
- Customer follow-up
- Client relations
- Upselling
- Health insurance
- Policy renewals
- Client account management
- Policy changes
- HIPAA compliance
Certification
- Life and Health Insurance License - [FL] Department of Insurance.
- National Association of REALTORS® (NAR) Membership - National Association of Realtors.
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Receptionist
Pavilionproperties
01.2024 - 12.2024
Insurance Agent
Health One
04.2021 - Current
Real Estate Agent
First World Realty
08.2016 - Current
Bookkeeper
Price Choice SuperMarket
01.2008 - 12.2015
Real Estate
Gold Coast
Similar Profiles
Denisse RodriguezDenisse Rodriguez
Laboratory Assistant at Health ONELaboratory Assistant at Health ONE
Rachel HesterRachel Hester
Family Nurse Practitioner at Novant Health-Employee Occupational Health and Corporate Health SolutionsFamily Nurse Practitioner at Novant Health-Employee Occupational Health and Corporate Health Solutions
Abhisheka MoothoosamyAbhisheka Moothoosamy
Dental Public & Primary Health Specialist at Oral Health Services, Health Care Agency, Ministry of HealthDental Public & Primary Health Specialist at Oral Health Services, Health Care Agency, Ministry of Health