Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent/ Freelance
SELF/Symmetry
12.2023 - Current
Calculated quotes and educated potential clients on insurance options.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Collaborated with underwriters to obtain favorable policy terms for clients while mitigating risk exposure for the company.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Created detailed reports for management to track performance and sales.
Deli Associate / Cashier
Walmart Neighborhood Market
09.2017 - 02.2024
Carefully prepared orders by slicing, weighing, and packaging cheeses and meats and accurately calculated prices.
Effectively managed time-sensitive tasks such as food preparation for large catering orders while balancing day-to-day responsibilities of serving customers.
Collaborated with team members to efficiently complete daily tasks and consistently meet customer needs.
Maintained clean, trash-free workspaces to maximize productivity and safety.
Maintained a clean and organized workspace, ensuring compliance with health and safety regulations.
Made food according to standard recipes with requested changes for customer satisfaction.
Ensured timely replenishment of supplies during peak hours, minimizing potential disruptions to customer service levels.
Demonstrated strong multitasking abilities while managing multiple orders simultaneously without sacrificing quality or accuracy.
Cleaned and sanitized dishes and utensils, consistently keeping adequate supplies on hand for expected customer loads.
Prevented food spoilage by monitoring dates, rotating stock, and following proper storage procedures.
Strictly followed sanitation and food safety guidelines as required by regulatory agencies and company.
Delivered exemplary customer service to guests, even in peak business periods to promote retention.
Handled customer complaints professionally and efficiently, resolving issues to the satisfaction of both the customer and management.
Responded to telephone inquiries regarding available products and services and helped customers make appropriate choices.
Provided support during busy periods by quickly stepping into different roles within the deli department as needed.
Developed strong rapport with regular customers, fostering loyalty through personalized service and attention to detail.
Assisted with maintaining an appealing deli display, showcasing fresh products and enticing customers to make a purchase.
Education
No Degree - Medical Assisting / Coding
Concorde Career Institute
Jacksonville , Fl
High School Diploma -
High School South
Toms River , NJ
06.1991
Skills
Insurance sales expertise
Risk Assessment Knowledge
Insurance product expertise
Client Relationship Management
Customer Service
Customer follow-up
Licensed Insurance Agent
Relationship Building
Data Entry
HIPAA Compliance
Form Completion and Submission
Underwriter Collaboration
Certification
Anti Money Laundering Training - 2023 -2024
artist
I have always been interested in art . I've been painting and sketching since I was little .
I love to create , I love surprising myself with what pours out onto a canvas.