Agency Partner / The Insurance Agency
I obtained my Bachelor’s Degree in International Affairs with a 3.60 GPA, after getting an Associate’s Degree in Law.
Having served as reference person or coordinator in most of my previous positions, I have accumulated collaborative, coordination and managerial experience that I think will be vital in performing this role.
Also, having successfully operated in many technical, financial and customer service [back and front end] settings before, I believe my technical abilities and operational aptitude will be good fits for the requirements of this position.
By way of example; I did, among other things, meticulous case management – utilizing plentiful software tools and CRMs, as well as extensive back and front end account management and top-notch customer service in my roles as Account Executive, International Assistance Coordinator and Operations Manager. These involved regular daily, weekly, quarterly, semi-annual and yearly financial and overall operational analysis and attendant
audits pertaining to individual items and entire business lines. Through which I gained a detail-and-summary understanding of the performance of said items, business lines, the human resources and companies as a whole.
To achieve this, I resorted to financial modeling on spreadsheets, with graphs and other visualization tools and making power-point presentations and other advanced consulting output to relevant stake-holders and gained a considerable amount of trust, following and acclaim in the process.
Some of the good folk I have worked with, we have gone on to become very good friends and share good times together whenever we get a chance to meet whether for work or common hobbies.
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The Insurance Agency made the entire process so easy. I had my auto and home bundled in under an hour — and saved money!
Laura G.
New Jersey
I was shopping around for better rates, but what really sold me was how knowledgeable and responsive their team was. I felt like a priority.
Kevin M.
Pennsylvania
Caleb explained every option without the pressure. I finally feel confident that I have the right coverage for my small business.
Angela R.
Virginia
The Insurance Agency made switching my policy seamless. The personal attention and quick turnaround really stood out.
John D.
Shape G2 reviews
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