MIAMI, FL 331**-***-****
Fax: 305-***-****
Email:
acgvsn@r.postjobfree.com
m
BARBARA A. GONZALEZ
Summary of Insurance Agent with extensive experience in
Qualifications Inbound and out bound call center, Property &
Casualty, Health and Life insurance. Objectives
Oriented, Quality with Pace, Customer Focused,
Accountability, Trustworthy, Very Professional,
Teamwork & Collaboration Player, Very Organized,
Quality Management Experienced, Business Training &
Developer, Production Planner, Ability to
multi-task, Bilingual English/Spanish, Excellent
phone etiquette, Dependable and reliable, Fun &
Friendly, General Lines adjuster Licensed, 220
General Lines Insurance Agent Licensed
Professional
Experience September 2013- November 14 2014 Simply Healthcare
Plans Coral Gables, FL
Benefits Consultant / Member Services
Primary Role: Help prospects and current members to
understand their nuances to select the best
options.
Must keep myself up to date with all legislation or
rules and regulations related to HIPPA and CMS
Knowledgeable about the company's policies and
accordingly follow them
Good written and verbal communication, good people
and good analytical skills
Discreet as it important to keep prospects and
members' information confidential
Received phone calls from prospect members
Explained 2014 Medicare Benefits on the phone and
in person
Scheduled appointments for prospect members with an
outside benefits consultant
Program Knowledge: Salesforce, QNXT, EAM, and TELAX
Customer friendly
Top Customer Service Skills
April 24, 2012 - August 30, 2013
Insurance Agent / Inbound Homeserve usa
Provide an exceptional customer experience on all
incoming calls
Utilize multiple computer applications to access
and update customer records
Ensure that all customer inquiries are resolved in
a complete and efficient manner
Stay current on product and service options, terms
and conditions and value propositions
Engage in value-added selling of existing and
additional features and services
Overcome objections
Meet and exceed sales goals
Customer Administration and other ad-hoc duties
September 30, 2008 - April 24, 2012 Miami Dade
Public Schools
Substitute Teacher
Maintains and respects confidentiality of student
and school personnel information;
Maintains a discipline and classroom control that
fosters a safe and positive environment for all
students and staff in accordance with school and
county policies;
Ensures the adequate supervision to assure health,
welfare, and safety of all students;
Takes all necessary and reasonable precautions to
protect students, equipment, materials, and
facilities;
Reports to office upon arrival at school; checks
mailbox of absent teacher for materials requiring
immediate attention; requests clarification of
school rules and procedures, if necessary;
Reports all student injuries, accidents, illnesses,
and discipline problems to the appropriate
authority immediately or as soon as is reasonably
possible;
Implements lesson plans, while ensuring the
integrity of academic time and in a manner which
motivates students to learn and participate;
Organizes students for effective instruction;
Dismisses all students from the classroom before
leaving the building;
Completes a Substitute Teacher Report Form for the
regular classroom teacher;
Collects and places students' papers in regular
teacher's desk;
Returns instructional materials, equipment, and
keys to proper place;
Determines if his/her services will be required for
the next school day;
Complies with and supports school and division
regulations and policies;
Models non-discriminatory practices in all
activities;
Performs other related duties as assigned by
building administrator(s) in accordance with
school/division policies and practices.
Crew Leader / Address Canvassing Operation
March 20, 2009 - July 26, 2009 U.S. Department
of Commerce Bureau Of Census
Supervise a crew of 15 listers and one CLA in my
assigned area or District.
Inventory training materials and supplies.
Prepare and Conduct Training for both my CLA and my
Crew of listers at a scheduled site.
Make sure that my crew completed their work
correctly, efficiently and on schedule.
Assign work to the listers under my supervision and
identify areas with potential listing problems.
Discuss any deficiencies in performance
individually with each lister. Discuss strategies
to increase production.
Monitor the daily work and progress of my crew.
Provided on- the- job training to listers who
demonstrated problems during training session
and/or job performance issues found to be
unsatisfactory during the daily reviews or
observations and documenting each observation
Review/certify payroll.
Meet with my FOS, CLA and Listers at least once a
week to discuss or provide feedback regarding daily
progress, performance, conduct, delays and/or
problems that could affect the timely completion of
the Address Canvassing operation and/or analyzed
any other important issues that might had been
important to successfully complete the project and
to take the necessary measurements to avoid quality
control issues.
Release listers who were not performing well and or
because of lock of assignments after being
authorized by my FOS or supervisor.
January 7, 2008 - January 2, 2009 Miami Dade
County Elections Dept
Elections Community Affairs Specialist
Make educational election presentation regarding
the elections process
Recruit poll workers
Engage in promoting and create good will with
individuals, groups, or civic organizations.
Conducts field visits or contacts group leader to
determine the extent of assistance required.
Develop partnerships with the community by
assisting with coordinating activities, voter
registration drives, poll worker recruitments.
Demonstrates how to vote on the voting machine;
public forms, public schools, colleges, and civic
organizations.
Performs office related work as required upkeep of
outreach supplies.
May 2001- Present Alech & Associates Insurance
Miami
Insurance Agent, President and Manager
Planning, preparing, and implementing instructional
activities to sale a variety of insurance lines.
Planning and increasing total annual sales from
$3,000 monthly to $15,000
Managing and monitoring the growth of the agency.
Answer phone calls, in charge of handling consumers
and/or customer complaints and claims.
Planning and preparing power points presentation to
increase sales
Accounting payable and receivable
Experience in writing all kind of insurance lines,
HO, DP, GL, Cargo, Commercial Auto Lines, Bonds,
FWCJUA, Standard Market Workers Comp. Commercial
Property, E.G
Underwriting duties for over 15 insurance
companies.
Quality Control and loss prevention management
duties.
May 1999 - May 2001 Allstate Insurance
Hollywood
Insurance Agent
Managing and monitoring the growth of the agency.
Answer phone calls, in charge of handling consumers
and/or customer complaints and claims.
Planning and preparing power points presentation to
increase sales
Accounting payable and receivable
Estate Planning and Financial Advisory duties
General underwriting duties.
General quality control and loss prevention duties.
Compliance duties
May 1992 - May 1999 City National Bank
Miami
Private Banking Officer
Managing four clerical staff members of the private
banking division
New accounts developer
International accounts supervisory functions
Data entry
Administrative tasks including attendance of
employees under my supervision, complaints, and
operations.
Analyst of Private banking growth
Loan officer duties such as develop new business
General compliance duties
May 1990 - May 1992 City National Bank
Operation Center Miami
Sr Research Analyst and Adjuster
Preparing cash letters to be sent to the Federal
Reserve Bank and balancing those cash letters
Maintain control and balancing of GL bank accounts
Research analyst and adjuster for different GL
accounts
Preparing and developing different internal reports
to help financial institution grow
Incoming and out going Return items operation clerk
Proof department operations clerk
Education
South Miami Senior High School (Degree)
Miami Dade Community College ( 152 Credits No
Degree)
St. Thomas University (68 Credits No Degree)
Andy Beverly Florida Insurance School (Degree)
State of Florida 220 l(General Lines (Property l&
Casualty ) Licensed
State of Florida Dept of Insurance Health, Life &
Variable Annuities Licenses 215 & 218
Florida Dept of Insurance Series 7 Licensed
State of Florida 520 INDEPENDENT ADJ - ALL LINES
Work well under pressure, Minimum Supervisory
Skills needed, Very Professional, Great communication
skills proficient in both Spanish and English,
Computer oriented, Great Management Skills, New
business development Skills, Calculator, Copy, Fax,
Excel, Power point, Microsoft Word, Data entry
.
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