Mauricio Cifuentes
Insurance Agent
Panama City
Summary
Dynamic Insurance Agent with proven expertise at WeDo Insurance&Taxes, excelling in client relations and risk assessment. Enhanced customer satisfaction through proactive follow-up and efficient policy management. Skilled in CRM software and operations management, fostering teamwork and professionalism to drive business success and client retention. Successful and seasoned Administrative Assistant with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
5
5
years of post-secondary education
Work History
Insurance Agent
WeDo Insurance&Taxes Coral Way
Miami, FL
11.2024 - Current
Maintained high standards of customer service by building relationships with clients.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Responded to approximately 75 incoming calls, emails and faxes per day from customers, swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Assistant Manager
VDA SERVICES COMPANY S.A.
11.2024 - Current
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Developed strong working relationships with staff, fostering a positive work environment.
- Promoted teamwork within the workplace by encouraging collaboration among staff members on various project tasks.
Education
J.D. - Law
University of Havana
La Habana, Cuba 09.2008 - 04.2013
Skills
Customer service
Timeline
Insurance Agent
WeDo Insurance&Taxes Coral Way
11.2024 - Current
Assistant Manager
VDA SERVICES COMPANY S.A.
11.2024 - Current
J.D. - Law
University of Havana
09.2008 - 04.2013
Similar Profiles
Mary Dolores HerreraMary Dolores Herrera
Insurance Agent at Texas Taxes & Insurance AgencyInsurance Agent at Texas Taxes & Insurance Agency
Jessica ThomasJessica Thomas
Secretary / Tax Specialist / Training Manager at Phoenix Insurance & TaxesSecretary / Tax Specialist / Training Manager at Phoenix Insurance & Taxes
Gabriela SimianGabriela Simian
Internship in accounting at Wedo accountingInternship in accounting at Wedo accounting