Alexandra T. Rivera
Aibonito
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Goal-oriented Administrator effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering eight-year background generating new business by selling various insurance plans.
Overview
13
13
years of professional experience
Work History
Insurance Agent
Chato Ins. Agent, LLC
Aibonito, Puerto Rico
07.2021 - Current
- Responded to customer inquiries and problems to promote great service.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Analyzed customer needs and provided best options, upselling products and services.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Researched insurance plans to find good options for clients' needs.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Prepared proposals and conducted closing interviews to sell insurance products.
- Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Stayed abreast of industry changes to amend insurance programs for existing and prospective clients.
- Prepared proposals and conducted closing interviews to increase insurance sales.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Developed appropriate quotes based on risk information.
- Sought out new clients and developed clientele by networking to find new customers.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
- Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
- Developed coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
Account Manager - B2B Business Development
Chato Ins. Agent, LLC, Insurance Agent
Aibonito, Puerto Rico
09.2016 - Current
- Plan, develop, organize, provide, and direct administrative guidance and support for insurance applications, bonds, and claims
- Strong team building and solid business relationships
- Conduct communication and B2B with 10+ insurance and finance companies for products, sales, and service, utilizing management skills, analyzing, and compiling account information
- Negotiate with companies to ensure clients best benefits
- Conduct cost and/or price analysis of insurance proposals with best coverage
- Interpersonal skills with both companies and clients
- Ensure each client receives the requested and needed information regarding their needs be it for a property and casualty insurance policy, bond, or life insurance policy
- Analyze and create financial contracts.
- Led sales planning, development and account management to grow existing accounts and establish new sales accounts.
- Enhanced sales volume through skilled support to both new and inactive customers.
Laboratory Technician/Research Assistant
Procter & Gamble
Aibonito, Puerto Rico
05.2012 - 12.2012
- Assisted a technician in preparing materials for a course in quality process and improvement for Raw material, sampling, and Finished Product.
- Collected, labeled and stored lab samples according to laboratory specifications.
- Maintained clean and organized work area with adequate supplies and reagents.
- Obtained samples for testing following standard protocols.
- Collected information and samples in support of staff research.
- Disposed of laboratory materials and samples using well established guidelines and instructions.
- Prepared lab for daily operations by stocking materials and equipment.
- Used time management and adaptability skills to prioritize and run multiple tests.
- Supported cleanliness and health standards to foster safe and effective sample analysis.
Administrative Assistant
Generator Power Solutions
Aibonito, Puerto Rico
01.2011 - 05.2011
- Monitor daily performance on warranty items through the John Deere Warranty System and created invoices for parts and generator sales.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Provided secretarial and office management support while building cooperative working relationships.
- Processed warranty paperwork for accurate documentation, reporting and filing.
- Resubmitted rejected warranty claims and received authorization for write-offs.
- Kept thorough records of service actions and customer information.
- Organized claims paperwork and booked appointments with customers.
Education
MBA - Healthcare Administration
Walden University
Minneapolis03.2020
Bachelor of Science - Biology / Research
University of Puerto Rico
Puerto Rico06.2012
Skills
- Proficient in
- Microsoft Office (Excel, Word, PowerPoint, Teams, Outlook), , Google Suite, Adobe, Premium Billing System (PBS), Digital Marketing Certification (CDMA)
- Risk Mitigation
- Customer Service
- Operations Management
- Account Management
- Client Retention
- Negotiation
- Insurance Sales Strategy
- New Client Acquisition
- Customer Follow-Up
- Policy Renewals
- Business Planning
- Client Relations
- Cold Calling
- Client Account Management
- Lead Development
Languages
Languages
Spanish
First Language
English
Proficient
C2
Timeline
Insurance Agent
Chato Ins. Agent, LLC
07.2021 - Current
Account Manager - B2B Business Development
Chato Ins. Agent, LLC, Insurance Agent
09.2016 - Current
Laboratory Technician/Research Assistant
Procter & Gamble
05.2012 - 12.2012
Administrative Assistant
Generator Power Solutions
01.2011 - 05.2011
MBA - Healthcare Administration
Walden University
Bachelor of Science - Biology / Research
University of Puerto Rico
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