Personal Insurance Agent

WORK EXPERIENCE

Insurance Agent
Local Insurance Agency – Florida
December 2020 to Present

• Prepare and execute insurance policies including home, auto, golf cart, boat, liability, umbrella, life, and jewelry policies
• Partner with realtors and mortgage companies to increase sales
• Provide excellent and professional customer service over the phone, email and in person
• Work with Underwriters of insurance companies to validate policies for customers
• Track sales to meet goals set by agency owner
• Follow up on insurance policies to ensure they are not cancelled due to underwriting issues
• Contact potential clients to expand customer base
• Interview prospective clients to get information about their financial situation and discuss existing coverage
• Explain the features of various insurance policies
• Analyze clients’ current policies and suggest additions or other changes
• Customize insurance programs to suit individual clients
• Handle policy sales and renewals
• Assist clients with the insurance claims process
• Maintain client records
• Other duties as assigned

Property Manager
Commercial Real Estate Firm – Florida
June 2019 to December 2020

• Prepared and maintained regular proactive communications with clients and residents
• Understood and answered questions on client and tenant accounting statements/ledgers
• Managed resident delinquencies, collections, and lease compliance
• Provided excellent and professional customer service over the phone, email, and in person
• Approved Property Management invoices and ensured they were paid on time
• Issued appropriate notices such as late payment, eviction notices, and returned payments
• Planned, scheduled, and coordinated general maintenance and major repairs in a timely manner
• Acted as a liaison between tenants and the Company
• Communicated regularly with management regarding tenant issues/complaints, home status, and suggestions for improved property performance
• Performed other duties as assigned

Property Manager
Vacation Home Rental Agency – South Carolina
November 2015 to June 2019

• Managed 13 homes and 47 villas, working directly with property owners to ensure customer satisfaction
• Worked directly with contractors to complete full and partial remodels of homes and villas
• Ensured accuracy of all statements for each owner
• Billed owners for completed work from outside vendors and ensured contracted work was completed
• Represented the company at property management conferences throughout the country
• Was selected to beta test new company software as part of a team to ensure the system performed all necessary tasks
• Trained other employees on new software to achieve a seamless transition
• Reviewed sales cycle reports to track reservations booked for each property and measure established goals
• Monitored communications to ensure guest and owner satisfaction
• Handled emergency phone duties to ensure guest and owner satisfaction after hours
• Prepared reports for meetings, including owner arrivals, VIP arrivals, and work order reports
• Completed rental histories for realtors to show potential owners the performance of homes and villas on the market
• Oversaw the management of properties requiring special pool and spa maintenance and coordinated with the appropriate vendors
• Managed propane refills to ensure pool and spa heating systems worked when requested
• Completed home and villa inspections to ensure properties were in the best shape for owner arrivals
• Managed daily agendas for inspectors and ensured daily duties were completed
• Met directly with owners to review current property performance in comparison to previous years
• Worked with owners on setting individual property goals and creating strategies to achieve agreed-upon revenue targets

Senior Owner / Guest Services Coordinator
Vacation Home Rental Agency – South Carolina
August 2014 to November 2015

• Provided rental histories to realtors to show potential owners how the home/villa performed on the market
• Created inspection schedules to ensure properties were ready for each guest arrival
• Coordinated propane fills to ensure guest satisfaction regarding pool/spa heating
• Created daily work orders for any guest complaints and followed up to correct any problems
• Worked directly with guests and owners to ensure customer satisfaction
• Filed and collected certificates of insurance for vendors
• Coordinated ESA services for homes/villas for quality control on HVAC units
• Completed all tasks assigned by higher management
• Managed the coordination of lost and found items
• Handled billing for previous guests

Guest Services Coordinator
Vacation Home Rental Agency – South Carolina
May 2013 to August 2014

• Created daily work orders to ensure guest satisfaction
• Provided daily codes to vendors to access properties and perform essential tasks for improvement
• Worked directly with guests to ensure complete satisfaction
• Completed tasks assigned by higher management
• Coordinated returning lost and found items to previous guests

EDUCATION

BS in Hotel and Restaurant Management, 2012
State University

CERTIFICATIONS

Active P&C License

COMPUTER SKILLS

Microsoft Office Suite, AMS360