Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
Languages
Timeline
Education and Training
Generic

Yohiris Ocana Gonzalez

Miami,Florida

Summary

To join a company that will benefit from my years of experience and commitment to excellence. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.

Life insurance professional equipped to drive strategic growth and deliver exceptional client solutions. Demonstrates expertise in client relationship management, risk assessment, and policy recommendations. Strong focus on team collaboration and adapting to changing needs. Known for reliability, customer-centric approach, and achieving impactful results.

Experienced with life insurance policy evaluation, underwriting, and client advisement. Utilizes strategic sales techniques to match clients with suitable insurance plans. Track record of effective risk assessment and customer relationship management.

Overview

35
35
years of professional experience
1
1
Certification

Work History

Life Insurance Agent

Enterate
04.2025 - Current
  • Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Crafted clear, informative reports to explain life insurance policy features and benefits.
  • Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
  • Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
  • Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.

Real Estate Agent

One Realty Group
07.2023 - Current
  • Negotiated contracts between buyers and sellers to reach agreement on price and terms of sales.
  • Scheduled home viewings with potential buyers.
  • Managed real estate transactions from initiation to closing.
  • Prepared forms needed for real estate transactions, contracts, deeds, closing statements and leases.
  • Provided guidance and support throughout the entire purchasing process from initial search through closing.
  • Reviewed inspection reports prior to closing ensuring that all necessary repairs were completed.
  • Promoted property sales through advertisements, open houses and participation in multiple listing services.
  • Advertised client properties through websites, social media, and real estate guides.
  • Maintained connections with clients to encourage repeat business and referrals.
  • Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
  • Negotiated, facilitated, and managed real estate transactions.

Insurance Agent

New Health Partners
10.2022 - Present
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.
  • Assessed customer risk levels and recommended appropriate coverage options.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Participated in continuing education courses to stay current on industry trends and changes in regulations.
  • Scheduled meetings with prospective clients to discuss available products and services.
  • Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Conducted research to identify competitive rates and benefits offered by other providers.
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, 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.
  • Maintained high standards of customer service by building relationships with clients.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.

Insurance Agent

FAMILY FIRST LIFE INSURANCE
12.2021 - 07.2022
  • Enroll new clients in insurance plan
  • Provide customers with availability, eligibility, coverages, and policy changes
  • Provide accurate and complete information for a potential new client.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Prepared and reviewed insurance applications to verify compliance with regulations.

Marketing and Personal Advisor

305 ACCIDENT SUPPORT
01.2017 - 01.2021
  • Generated email promotional campaigns
  • Established social media campaigns
  • Assisted with media inquiries
  • Advertised on social media (Facebook).

Realtor

GRG REALTY
01.2004 - 01.2017
  • Negotiated sales between buyers and sellers
  • Promoted sales of properties through multiples listing services
  • Accompanied buyers during visits of the property
  • Negotiated the sale or lease of property and completing or reviewing appropriate documents.

Women's Department Supervisor

JCPENNY DEPARTMENT STORE
01.1999 - 01.2004
  • Supervised sales personnel
  • Maintained department presentation to provide a welcoming atmosphere
  • Processed transactions accurately
  • Provided customer service by assisting customers.

ECOMOMIA

EMPRESA DE CONTABILIDAD
06.1990 - 10.1995
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Maintained updated knowledge through continuing education and advanced training.
  • Collaborated with others to discuss new opportunities.
  • Answered [Number] calls per shift to assist with customer questions and concerns.

Education

Bachelor of International Business Economics -

ECONOMIC SCHOOL
07-1989

High School Diploma -

5 The Sept
06-1989

Skills

  • Client Retention
  • Customer Follow-Up
  • Customer Service
  • Policy Renewals
  • Client Relations
  • Lead Development
  • Revenue Generation
  • Policy Writing
  • Marketing Management
  • Policy Adjustment Knowledge
  • Business Planning
  • New Client Acquisition
  • Insurance Sales Strategy
  • Marketing Strategies
  • Insurance policy sales
  • Building relationships
  • Client service
  • Client account management
  • Client retention
  • Prospecting clients
  • Marketing initiatives

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Resolved product issue through consumer testing.

Affiliations

CHANGING HEALTH CARE /SALES AND MARKETING/MARKETING CONSULTING, MARKETING STRATEGY,

DEMOSTRED ARCHIVIER WTHIS EXCEPTIONAL KNOWLEDGE OF BUSSUNES AND ESTRONG MARKETING AN SALES.

Certification

  • Insurance Agent, W802212
  • NPN, 20138838

Languages

Spanish
Professional

Timeline

Life Insurance Agent

Enterate
04.2025 - Current

Real Estate Agent

One Realty Group
07.2023 - Current

Insurance Agent

New Health Partners
10.2022 - Present

Insurance Agent

FAMILY FIRST LIFE INSURANCE
12.2021 - 07.2022

Marketing and Personal Advisor

305 ACCIDENT SUPPORT
01.2017 - 01.2021

Realtor

GRG REALTY
01.2004 - 01.2017

Women's Department Supervisor

JCPENNY DEPARTMENT STORE
01.1999 - 01.2004

ECOMOMIA

EMPRESA DE CONTABILIDAD
06.1990 - 10.1995

High School Diploma -

5 The Sept

Bachelor of International Business Economics -

ECONOMIC SCHOOL

Education and Training

other,other
Yohiris Ocana Gonzalez