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Human Resources Insurance Agent

Location:
Miami, FL
Posted:
November 14, 2024

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Resume:

Joan Sosa

**** ******* ******

Hollywood FL *****

Work Phone

954-***-****

Mobile Phone

954-***-****

Email

**************@*****.***

JOAN MIGUEL SOSA

Categories:

Insurance Agent, Customer Service, Human Resources - Training & Development, Telecommunications.

.

OBJECTIVE

Perform to the best of my abilities. To give and obtain knowledge from a challenging job and to use the skills that I have acquired to further assist the corporations' success.

Outstanding Attributes: Highly motivated individual that always gives 100% of himself and listens attentively to others; quick learner and extremely versatile; high personal and communication skills; perform well as a team member as well as on an individual basis; excellent project management and coordination skills.

EDUCATION

Present Florida International University Miami, Fl.

B.A., Social Work

Graduate Miami-Dade College Miami, Fl.

A.A, Social Work

PROFESSIONAL EXPERIENCE

ALLSTATE Miami,FL

2017 to present.

Insurance Agent/Manager.

Explain various insurance policies and products to potential clients

Guide clients in selecting coverage to best meet their needs.

Suggest modifications to clients existing policies

Customize packages to meet clients needs

Manage and generate sales thru inbound calling.

KAPLAN UNIVERCITY VIRTUAL EDUCATION

Sheritan, Hollywood Fl, august 2010 to October 2017

Registration Specialist

- Process registrations in the registration queue and report and process any registration exceptions in the student information system

- Confirm courses with students and parent or guardian and send out orientation link with welcome letter

- Produce and process letters to students regarding changes in their student status

- Validate that student files are complete and in compliance with standards set forth by the high school

- Generate daily productivity reports

- Prepare official and unofficial student transcripts

- Process student withdrawals including notifying Administration and staff; verifying financial obligations, withdrawal grades, and release of student records and grades.

- Perform data entry, faxing, mailing of letters, answering telephones, responding to emails, and addressing student and high school stakeholders’ inquiries

- Create, maintain, and report course schedule and course count information

- Create and maintain academic programs in multiple information systems

- Report daily performance metrics

- Scan documents for paperless record retention

- Create labels using mail merge, create files, and file hard copy student records

- Coordinate the creation and distribution of certificates to students

HILCREST NURSING AND REHAB CENTER

Hollywood, FL January–2008 to November 2009

Admission Assistant

The admissions representative is responsible for disseminating information about the nursing home and reviewing all service information to clients.

Duties and Responsibilities:

· Enrolls clients to the facility.

· Fully explains all programs and services of the facility to any interested person.

· Markets and promotes the facilities programs, activities, services, etc.

· Prepares reports or post data and simple mathematical calculations when requested by the facility Administrator.

· Assists conducting placement, etc. to ensure a satisfied clients.

· Oversee administrative functions at the facility.

· performs other duties as assigned by the Administrator.

GLOBAL CONTACT SERVICES

Oakland Park, Florida September 2007 to January 2008

Telemarketing Sales Representative

handled outbound calls to potential clients to people who are interested in building or rebuilding positive credit history.

· Outstanding Interpersonal Skills

· Excellent Articulacy

· Professionalism

· Outstanding Sales Skills

(All in both English and Spanish)

TELEPERFORMANCE USA January 2006 - 2007 Telemarketing, USA Hollywood, Fl. Marketing

Telemarketing Sales Representative

contact current Bank of America clients to inform and offer them of different insurance protection packages; particularly Privacy Assist Premier Identity Theft Protection.

Marketing

· Identify prospects by reading telephone and zip directories and other prepared listings.

· Call prospective customers by operation telephone equipment, automatic dialing systems, and other telecommunications technologies,

· Influence customers to buy services and merchandise by following a prepared sales pitch.

· Complete orders.

· Excellent Employee Communications

· Outstanding Customer Service Skills

· Good Leadership Skills

SOCIAL WORKERS ASSISTANT

2004 – 2006 Nursing Home of North Miami North Miami, Fl.

Assistant social worker

· Responsible for assisting the social worker with caseload of residents.

· Act as a liaison between family members and medical staff. Attend quarterly family council meetings.

· Provided social work services as indicated by residents/family needs.

· Ensure Clients medical, personal, and recreational needs are met.

· Responsible for the completion of assessments upon admission.

· Securing consents for release of medical information pertinent to evaluations and care when necessary.

· Schedule monthly case conferences.

· Perform other duties, as assigned by the Social Worker.

BURGER KING

– Miami, FL 2003-2004

CASHIER

Responsibilities: responsible for totaling the amount due for a purchase, charging the consumers for that amount, and then collecting payment for the goods or services exchanged

· Supervise and train team members.

· Maintain appropriate inventory levels.

· Ensure customer satisfaction.

· Implement quality improvements.

VOLUNTEER EXPEREINCE

2003 Milam Elementary After School Program Miami, Fl.

Volunteer

· Provide tutoring, mentoring and academics support to at-risk youth.

· Server as counselor/mentor

TECHNICAL SKILLS

Operating System: Well versed in Windows (Windows 3.x-Windows 95/98/2000/XP).

Office Software: Experience in the use of Office 97/2000 & XP *PowerPoint, Excel, Word, and Access; Internet Explorer 3.x/4.x/5.x; Netscape Communicator 3.x/4.x, Microsoft Access, Corel's Draw 6, and WordPerfect 9.

LANGUAGES

Proficient 100% in English/Spanish



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