Isaias Fontanez
Fajardo
Summary
Dynamic professional with a proven track record in insurance and sales, notably at PHP Agency Inc., where I aligned financial products with client goals, boosting satisfaction and retention. Expert in CRM software and adept in networking, I excel in sales expertise and time management, consistently surpassing targets through strategic risk assessment and exceptional customer service.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Insurance Broker
PHP Agency Inc.
05.2021 - Current
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Analyzed risk factors to recommend appropriate coverage levels.
- Utilized CRM software to manage client relationships.
- Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
Sales Agent
Avilés Home
08.2024 - Current
- Increased sales revenue by consistently meeting and exceeding sales targets.
- Leveraged CRM software to efficiently track leads, manage contacts, and monitor progress toward goals.
- Negotiated prices, terms of sales and service agreements.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Assisted call-in customers with questions and orders.
Server
Olive Garden Restaurant
05.2023 - 12.2023
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Enhanced customer satisfaction by promptly attending to their needs and providing personalized service.
- Performed opening and closing duties, ensuring the dining area was prepared for seamless service transitions.
Education
Bachelor in Business Administration - Finance & Accounting
University of Puerto Rico - Carolina Campus
Carolina, Puerto Rico05-2026
High School Diploma - General Studies
Academia Cristiana Cohelet
Las Piedras, Puerto Rico05-2021
Skills
- Microsoft Office
- Google Apps
- Networking
- Sales expertise
- CRM software usage
- Time management
- Bilingual
- Computer proficiency
Certification
- Life and Health Insurance License - Florida Department of Insurance.
- Life and Health Insurance License - Puerto Rico Department of Insurance.
- OSHA Certified
Timeline
Sales Agent
Avilés Home
08.2024 - Current
Server
Olive Garden Restaurant
05.2023 - 12.2023
Insurance Broker
PHP Agency Inc.
05.2021 - Current
- Life and Health Insurance License - Florida Department of Insurance.
- Life and Health Insurance License - Puerto Rico Department of Insurance.
- OSHA Certified
Bachelor in Business Administration - Finance & Accounting
University of Puerto Rico - Carolina Campus
High School Diploma - General Studies
Academia Cristiana Cohelet
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