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Licensed Insurance Agent /Property and Casualty Insurance Agent Resume Example

Resume Score: 80%

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Stephany
Pelaez
Professional Summary

Licensed, experienced, & bilingual Property and Casualty Agent and Insurance Representative.

Currently hold a 4-40 Resident Customer Service Representative License and a 2-20 General Lines Property and Casualty License for personal and commercial lines of insurance.

Have worked in insurance for 3+ years and I am confident in advising policyholders which insurance policies and endorsements best suit their financial and personal needs, as well as underwriting concerns and policy documentation.

Experience in quoting, writing, binding policies, assisting with underwriting concerns and inspections, assisting with aiding clients in policy inceptions, terminations, endorsements, UW, and general policy servicing.

Skills
  • Licensed 4-40 Insurance Representative
  • Licensed 2-20 Property and Casualty Agent
  • 2-15 Health and Life Insurance (in process)
  • Certified in Word, Powerpoint, Excel, and Quickbooks
  • Exposure to underwriting and underwriting support
  • Knowledge of Zendesk, EZLYNX, Confluence, Outlook
  • Fluent in Spanish
  • Property insurance
  • Underwriting and adjustments
  • Policy renewals
  • Quotes and sales
  • Risk management
Education
Miami Dade College / Tallahassee Community CollegeMiami, FLAssociate of Science: Chemistry
Certifications
Currently hold a 2-20 General Lines / Property Casualty License, & a 4-40 License.
Work History
Kingdom Tree Insurance Group- Licensed Insurance Agent /Property and Casualty Insurance Agent
Miami/Tallahassee, Florida02/2018 - Current
  • (4-40) and (2-20) licensed P&C agent
  • Offer multiple different types of insurance and discussing the financial concerns and needs of prospective customers.
  • Assess multiple insurance policy needs, assist in completing applications, provide continuous policy support.
  • Design and implement effective marketing strategies to sell new insurance contracts Quoting, writing, binding policies, assisting with underwriter concerns.
  • Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
  • Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
SageSure Insurance Managers LLC- Licensed Insurance Representative (4-40)
Tallahassee, FL08/2019 - 02/2020
  • Call center environment handling more than 150 calls as well as email and live chats per shift.
  • Assist agents with writing, binding, and issuing policies.
  • Provide premier customer service to policyholders and producers to maximize business.
  • Educated agents and policyholders on the products and services we offer.
  • Maintained current product knowledge to meet customer needs and increase sales.
  • Provided primary customer support to internal and external customers in fast-paced environment.
  • Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
  • Directed incoming calls to internal personnel and departments, routing to best-qualified department.
  • Responded to customer requests for products, services and company information.
Recharge Smoothies And Supplements- Store Manager
Miami, FL08/2017 - 01/2018
  • Scheduled and led weekly store meetings for all employees to discuss sales promotions and new inventory while providing platform for all to voice concerns.
  • Oversaw receiving and display of incoming products, meeting planned promotions and seasonal rotation for sales events.
  • Demonstrated genuine hospitality while greeting and developing rapport with over 50 guests a day
  • ● Determined if inventory was sufficient for needs; ordered merchandise when necessary
  • Created work schedules according to sales volume and number of employees.
  • Trained and supervised all new associates in grocery, produce and administrative departments.
  • Supervised guests at front counter, answering questions regarding products.
Burger King - Cashier/Server Shift Leader
Miami, FL10/2016 - 07/2017
  • Checked completed orders for accuracy and bagged meals for easy carrying.
  • Maintained clean, sanitized and well-organized food preparation zones.
  • Organized freezers, refrigerators and storage rooms by receiving, recording and moving food and beverage supplies and products.
  • Met sales targets by encouraging customers to buy extra food items such as drinks, desserts and sides.
  • Performed shift change tasks each day to keep store efficient and neat.
  • Assisted customers in choosing menu items by providing food complementing information.
  • Maintained high standards of customer service during high-volume, fast-paced operations
  • Replenished condiments, beverages and supplies while maintaining cleanliness of service areas.
  • Trained and mentored new employees to maximize team performance.
Additional Information

Interest in underwriting, claims, and marketing.

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Resume Overview

Companies Worked For:

  • Kingdom Tree Insurance Group
  • SageSure Insurance Managers LLC
  • Recharge Smoothies And Supplements
  • Burger King

School Attended

  • Miami Dade College / Tallahassee Community College

Job Titles Held:

  • Licensed Insurance Agent /Property and Casualty Insurance Agent
  • Licensed Insurance Representative (4-40)
  • Store Manager
  • Cashier/Server Shift Leader

Degrees

  • Associate of Science : Chemistry

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