YUNELFI PEREZ DE ALMONTE
CENTREVILLE,Virginia
Summary
Dynamic Life Insurance Agent with Lincoln Heritage Life Insurance, skilled in policy customization and client retention. Successfully developed tailored insurance solutions, enhancing client satisfaction and fostering long-term relationships. Proven ability to mentor new agents and collaborate with underwriters, driving team performance and improving approval rates. Passionate about delivering exceptional client service.
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.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
Lincoln Heritage Life Insurance
04.2015 - Current
- Developed customized life insurance policies based on client needs, ensuring comprehensive coverage and compliance with regulations.
- Conducted thorough assessments of clients' financial situations to recommend suitable insurance products and services.
- Fostered strong relationships with clients through exceptional service and ongoing communication regarding policy updates and claims processes.
- Mentored junior agents in effective sales techniques and best practices for client engagement, enhancing overall team performance.
- Conducted comprehensive needs assessments to identify suitable life insurance products for clients.
- Developed and maintained strong relationships with clients to ensure ongoing satisfaction and retention.
- Educated clients on policy options, benefits, and claim processes to enhance understanding and decision-making.
- Collaborated with underwriting teams to expedite application processing and improve approval rates.
- Enhanced client satisfaction by providing personalized insurance recommendations based on individual needs and financial goals.
- Streamlined the application process for clients, ensuring timely submission and approval of life insurance policies.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
Wellness Coach
Fuxion, Atomy
02.2022 - 02.2025
- Developed personalized wellness plans to enhance client health and fitness goals.
- Conducted one-on-one coaching sessions to provide guidance on nutrition and lifestyle changes.
- Facilitated group workshops focused on holistic health practices and stress management techniques.
- Evaluated client progress through regular assessments, adjusting programs as necessary for optimal results.
Education
No Degree - English Language And Nucleaer Medicine
Bronx Community College
Bronx, NYHEALTH INSURANCE
AD BANKER
FAIRFAX,VA08-2025
No Degree - LIFE AND ANNUITY INSURANCE
AD BANKER
FAIRFAX, VA04-2015
Skills
- Insurance policy sales
- Building relationships
- Client service
- Client account management
- Client retention
- Continuing education
- Policy customization
- Referral management
- New agent training
- Underwriter collaboration
- Appointment scheduling
- Client prospecting
- Licensing requirements
- Client relations
- Life insurance sales
- Persuasive negotiation
- Form completion and submission
- Relationship building
- Client interviews
Certification
- LIFE AND ANNUITY INSURANCE, AD BANKER INSURANCE LICENSING EDUCATION - APRIL 2015
- Licensed Life and Annuity insurance - JUNE 2022
Languages
Spanish
Native or Bilingual
English
Professional Working
Timeline
Wellness Coach
Fuxion, Atomy
02.2022 - 02.2025
Life Insurance Agent
Lincoln Heritage Life Insurance
04.2015 - Current
No Degree - English Language And Nucleaer Medicine
Bronx Community College
HEALTH INSURANCE
AD BANKER
No Degree - LIFE AND ANNUITY INSURANCE
AD BANKER
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