Customer Service Insurance Agent

J O H N E R A M O

Fort Lauderdale, FL 954-***-**** ***********@*****.***

INSURANCE AGENT

Well-accomplished, proactive, and seasoned professional with more than 6 years of successful experience as an Insurance/Finance Agent, with a track record of success providing excellent customer service and meeting customer expectations. Assist clients in making wise and prudent decisions. Proven closer and developing successful business relationships. QUALIFICATIONS

Trustworthy, diligent, extremely organized, highly motivated, disciplined, and goal oriented.

Excellent communication skills demonstrated by the ability to work and interact with various personalities.

Strong written and verbal communication skills; professional presentation.

Strong interpersonal skills, especially telephone demeanor.

Establish and maintain long-term customer relationships, building trust and respect among assigned teams and superiors.

EXPERIENCE

New York Life, Sunrise, FL Mar 2017 - Current

Provided consultative sales and service experience for customers seeking Life Insurance products information.

Handled initial inquiries both by telephone and email.

Maintained strict confidentiality for all data, information, and documentation.

Carefully listened to concerns, identified solutions to problems and provided customers with the products and knowledge for their needs.

Presented and explained recommended products, benefits, features, and alternatives.

Conducted plan comparison and analysis for new or existing members seeking new solutions.

Explained medical underwriting and enrollment processes to set realistic customer expectations.

Initiated telephone follow-up, identified, and resolved client concerns.

Ensured beneficiaries accurately understood the product choices available to them, the enrollment process (eligibility requirements, approval of their enrollment application, etc.

Maintained data integrity and quality with any applicable software on a timely basis. JM Lexus, Margate, FL July 2010 -Dec 2017

Finance and Insurance Manager

Established and maintained strong relations with lenders.

Arranged financing and reviewed required documents to determine approval/rejection.

Established a positive relationship with customers as they are presented F&I products and services.

Determined and verified the customer's need for financing and exploring payment options, presenting additional products offered by the dealership.

Secured and finalized finance and insurance transactions in a legal and ethical manner while maintaining a high level of productivity.

Prepared all federal, state and dealer paperwork related to the transaction in a timely manner and ensuring that all deals are fully compliant with local, state and federal guidelines.

Enhanced customer satisfaction during the entire purchase experience.

Tracked daily sales and generated activity and productivity reports. Sales Manager

Hired new employee as necessary and provided initial training.

Assisted sales team to successfully complete customer transactions.

Established weekly monthly and quarterly sales goals for staff.

Arranged and attended weekly sales meetings.

Ensured that all dealership standards were implemented.

Maintained a database of customer information and generated monthly reports. Federal Express Corporation, Lake Worth, FL Oct 1984 -May 2010 Operation Manager

Responsible for hiring, training and accountability.

Planning; leading organizing and controlling daily activities.

Responsible for ensuring 100% customer satisfaction.

Reviewed and analyzed daily, weekly, and monthly financial reports vs. budgeted.

Established on going meetings with staff to plan objectives & strategies for fiscal year.

Liaised with senior management daily concerning issues, performance and productivity. COMPUTER SKILLS: Microsoft Office, Word, Excel, and PowerPoint REFERENCES: EXCELLENT REFERENCES GLADLY FURNISHED UPON REQUEST

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