Insurance Agent Licensed
Resume:
Juliana Gaviria
Licensed Insurance Agent
Contact
Orlando FL. 32825
***********@***.***
Professional Summary
Bilingual (English/Spanish) Licensed Insurance Agent with over 10 years of experience in the insurance industry. Proven expertise in cross-selling policies, increasing sales performance, and building lasting client relationships. Detail-oriented and highly skilled in customer retention, lead generation, and policy management. Adept at
training new employees, improving operational efficiency, and exceeding sales targets.
Education
Winter Park High School
Winter Park, FL
High School Diploma
May 2008
Mid Florida Tech
Orlando, FL
Occupational Completion Point
Certificate
May 2008
Licenses & Certifications
2-20 General Lines Agent License
(Florida)
References
Available upon request.
Experience
2021 - PRESENT
Assistant Manager Kirkendall Insurance
• Train and mentor new employees, ensuring they
understand company policies and sales
techniques.
• Set up new employee credentials and provide
ongoing support.
• Write and manage policies, including
homeowners, auto, umbrella, excess liability,
builders risk, and flood insurance.
• Generate leads primarily through referrals and
maintain a high client retention rate by managing
policy renewals.
• Deliver exceptional customer service, addressing client concerns and ensuring satisfaction.
2015 - 2020
Insurance Agent Geico
• Increased sales performance by cross-selling car, renters, and boat insurance policies.
• Conducted client consultations to assess
insurance needs and offer tailored solutions.
• Managed a portfolio of clients, ensuring timely
follow-ups and high customer retention.
• Handled policy processing, documentation, and
claims assistance.
• Proactively reached out to prospective clients to promote insurance products and services.
2013 - 2015
Insurance Agent Select Insurance Group
• Quoted and processed new insurance policies and
policy updates for existing clients.
• Resolved client concerns and assisted with auto
loan processing and commercial insurance needs.
• Maintained strict deadlines and compliance while managing policies and client interactions.
• Assisted in marketing initiatives to promote the agency’s services.
Key Skills & Expertise
Bilingual (English & Spanish) – Strong
communication with diverse clientele
Cross-Selling & Upselling – Maximizing client
coverage and increasing revenue
Sales & Lead Generation – Consistently exceeding targets and acquiring new clients
Customer Retention & Relationship Management –
Ensuring long-term policyholder satisfaction
Detail-Oriented & Highly Organized – Managing
multiple policies and deadlines efficiently
Training & Team Leadership – Coaching new agents to enhance performance
Proficiency in Microsoft Office & CRM Software
Contact this candidate