YOHANNA VALDIVIA
Pembroke Pines,FL
Summary
Licensed insurance agent with over five years of experience in property and casualty , as well as health insurance. Skilled in developing customized insurance plans that meet client needs while ensuring compliance and effective account management.
Overview
7
7
years of professional experience
3
3
Certifications
Work History
Insurance Agent
All Insurance Services Corp
Hialeah, Florida
11.2018 - Current
- Developed comprehensive insurance plans tailored to client needs.
- Educated clients on policy options and coverage details.
- Managed client accounts and renewed insurance policies efficiently.
- Conducted regular follow-ups to ensure client satisfaction and retention.
- Collaborated with team members to enhance service delivery strategies.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Responded to customer inquiries and problems to promote great service.
- Provided customers with information regarding plan features, pricing, and availability.
- Maintained accurate records of all insurance transactions using computer software systems.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Processed payments received from clients promptly according to established procedures.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Monitored market conditions to ensure that existing policies remain competitively priced.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Developed appropriate quotes based on risk information.
Skills
- Licensed insurance agent
- Property and casualty insurance
- Health insurance
- Policy renewals
- Client retention
- Effective communication
- Professionalism and ethics
- Customer service
- Problem-solving abilities
Languages
English
Professional
Spanish
Professional
Certification
Licence W488016
Timeline
Insurance Agent
All Insurance Services Corp
11.2018 - Current