Account Manager Insurance Agent

Insurance Agent

Bankers Life & Casualty Co, Jacksonville, FL

**/**** - **/****

Sales various products of health, life and annuities products. Follow up with leads and prospects.

Educate clients on the different company products depending on the client's needs. Closing deals as well as maintaining clients' accounts according to their needs. Supervisor Administrator (Admin)

Roadrunner Services Inc, Sanford, FL

10/2016 - 05/2020

Preformed payroll functions such as maintaining timekeeping information, processing, and submitting payroll. Hiring and firing driver's division personnel for our company services. Maintaining interpersonal relations with the account manager of our customers to strategies increase productivity of existing accounts of the company's clients, and sick new clientele for the increase of revenue. Monthly reports on revenue, analytical reports of demographics for potential increase of productivity. File report when accidents occur and keep track of developments to inform the main headquarters. Supervisor/ Administrator

Direct Auction Services Inc, Sanford, FL

10/2016 - 05/2020

Performing payroll functions such as maintaining timekeeping information, processing and submitting payroll.

Hiring and firing drivers division personnel for the company services. Maintaining interpersonal relations with the account manager of our customers to strategize increase productivity.

File reports when accidents occur, and keep track for insurance claims and workers compensation. Tania Salomon-Goico

Callahan, FL

Phone: 904-***-****

Email: *******.*****@*****.***

Objective

Highly motivated Professional with years of experience working in the Supervisor Administrator and Insurance Agency industries. Extensive background in customer-oriented service operations and business development, including sales, marketing, promotions, and cost control. Known for maintaining positive relations with staff and customers in high-volume, fast-paced operations. Proven ability to handle currency and financial transactions accurately, skilled in resolving fiscal discrepancies and customer problems promptly.

Core competencies include:

Ability Summary

Fluent in Spanish, Italian, and English

Microsoft Suites

Business development.

Marketing account management

Strong analytical skills

Fast Problem-solving in fast-

paced environment

Ability to handle financial

transactions accurately

Human Resources

Creative problem solver

Positive Attitude

Relationship building works

Well w/ all diversities

Employment History

Customer Service Representative

Primerica, Newark, NJ

04/2011 - 12/2013

Sell various insurance products to individuals, achieving a 30% rate in selling extra coverage. Answer any question or concerns policyholders have with their insurance claims. Explain features of policies, advantages, and disadvantages of various policies. Customize insurance programs to suit individual customers, often covering a variety of risks. Successfully acquiring hot leads from already happy established customers. Health Insurance Agent

Health Net, New York, NY

04/2007 - 02/2013

Sought out new clients and developed clientele to find new customers and generate new clients. Interviewed prospective clients to obtain data about their financial resources and needs, their physical condition of the person or property to be insured and discuss any existing coverage. Proactively identified and acted on cross-selling to increase household penetration and improve customer retention. Sold various insurance policies to individuals and families on behalf of the company. Ensure that the policy requirements were fulfilled, including any medical examinations and all appropriate forms. Certificate

Vocational School Certificate

Peele Career Institute, Newark, NJ

Certificate

Vocational School Certificate

California State University of Berkeley, Berkeley, CA Architecture

Bachelor's Degree

UC Berkeley, CA

Cuisine And French

Vocational School Certificate

Culinary School of San Francisco, San Francisco, CA Environmental Design

Vocational School Certificate

Sacramento City College, Sacramento, CA

CPR and First Aid

Certificate: Event Planning Management.

Certificate: Micro & Macro Project Management

Insurance 0225

NIPR

References Available on Request

Education History

Occupational Licenses, Certificates and Training

Detailed References

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