Palm Beach Gardens, FL

Nov **** Jun ****

West Palm Beach, FL

Dec 2012 Oct 2014

Palm Beach Gardens, FL

Oct 2010 Nov 2012

Palm Beach Gardens, FL

May 2002 Oct 2010

Cecilia Borrelli

Summary

High-energy Licensed Sales Producer with 13 years experience in Property & Casualty. Exhibits professionalism and patience in conflict resolution and mediation.

Skills

Negotiation and sales skills

Positive attitude

Personality characteristics, like - patience, poise and tact

Excellent customer service skills

People oriented

Attention to detail

Highly motivated

Goal oriented

Experience

Landmark Insurance of the Palm Beaches

Account Manager

Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes.

Calculate premiums and establish payment method.

Perform administrative tasks, such as maintaining records and handling policy renewals. Contact underwriter and submit forms to obtain binder coverage. Confer with clients to obtain and provide information when claims are made on a policy. Process, prepare, and submit forms, such as submitting applications for coverage to insurance carriers. Correspond with insured or to obtain information or inform them account status or changes. Examine letters from insurance company, original insurance applications, and other company documents to determine if changes are needed and effects of changes. Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance.

Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.

Process and record new insurance policies and claims. Insurance Express/The Lead Exchange

Insurance Agent

Achieved and exceeded monthly sales goals of $85,000 Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the property to be insured, and to discuss any existing coverage. Select company that offers type of coverage requested by client to underwrite policy. Contact underwriter and submit forms to obtain binder coverage. Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.

Sell various types of insurance policies to individuals on behalf of insurance companies. Celedinas Insurance Group

Insurance Advisor

Sell various types of insurance policies to individuals on behalf of insurance companies. Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage. Explain features, advantages and disadvantages of various policies to promote sale of insurance plans Inspect property, examining its general condition, type of construction, age, and other characteristics to decide if property is a good insurance risk.

Customize insurance programs to suit individual customers, often covering a variety of risks. Select company that offers type of coverage requested by client to underwrite policy. Seek new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

Attend meetings, seminars and programs to learn about new products and services. Allstate Insurance/McMullin Insurance

Licensed Sales Producer

Sell various types of insurance policies such as home, automobile, motorcycle, watercraft and umbrella insurance. Cross sell products to existing clients

Perform administrative tasks, such as maintaining records and handling policy renewals. Explain features, advantages and disadvantages of various policies to promote sale of insurance plans. Calculate premiums and establish payment method.

Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.

Contact underwriter and submit forms to obtain binder coverage. Confer with clients to obtain and provide information when claims are made on a policy. 9032 Sandpine Lane, West Palm Beach, FL 33412

acqr4r@r.postjobfree.com

Ph: 561-***-****

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