Tali L.

Insurance Specialist at PCF Insurance Services
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Contact Information
us****@****om
(386) 825-5501
Location
Hollywood, Florida, United States, US

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Credentials

  • 2-20: Property & Casualty
    Florida Department of Financial Services
    Mar, 2022
    - Nov, 2024
  • 2-15: Life, Health, and Annuities
    Florida Department of Financial Services
    Jan, 2016
    - Nov, 2024

Experience

  • PCF Insurance Services
    • United States
    • Insurance Agencies and Brokerages
    • 200 - 300 Employee
    • Insurance Specialist
      • May 2020 - Present

      - Liaised between clients, carriers, and insurance brokerages to resolve medium to high complexity issues. - Demonstrated punctuality, prioritization, and organization by collecting and unifying data from various stakeholders to effectuate policies in a timely manner. - Managed and grew a diverse book of business, which encompassed both personal and commercial clients, that generated over $750K in annual premiums. - In parallel, I earned my 2-20 General Lines Agent License, which enabled me to work as an independent agent, effectuate contracts, and partner directly with insurance carriers. Show less

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Representative
      • 2016 - Feb 2020

      - Helped hundreds of clients prioritize and establish financial security. - Accountable for direct client onboarding and continuous support, with a track of building sustainable relationships. - Summarized research and analysis in an easy-to-understand and engaging manner, providing insights and personalized recommendations tailored to each client. - Ensured client satisfaction and facilitated up-to-date offensive and defensive financial security strategies through direct quarterly engagement. Show less

  • The Wheatgrass Guy, LLC
    • Columbus, Ohio Area
    • Entrepreneur & Co-Owner
      • 2013 - 2016

      - Developed and led the end-to-end sales cycle of wheatgrass trays and shots to residents and corporate clients across the midwest. - Created and maintained the company's online presence and drove social campaigns and advertisements. - Spearheaded efforts to improve efficiency and reduce costs by A/B testing hydroponic and soil-based growing methods. - Developed and led the end-to-end sales cycle of wheatgrass trays and shots to residents and corporate clients across the midwest. - Created and maintained the company's online presence and drove social campaigns and advertisements. - Spearheaded efforts to improve efficiency and reduce costs by A/B testing hydroponic and soil-based growing methods.

  • X, LLC
    • Law Practice
    • 1 - 100 Employee
    • Legal Assistant
      • 2012 - 2013

      - Prepared, filed, and followed up on pleadings and monitored the status and progress of cases.- Organized exhibits and documents from the clients.- Trained employees in the department's tasks.

    • Compliance & Quality Assurance
      • 2012 - 2013

      - Wrote and revised company's standard operating procedure and policy manuals; created step-by-step guides that detailed processes for both training and compliance purposes.- Audited internal and external phone calls.- Prepared appropriate documentation for clients.

Education

  • BrainStation UX/UI Intensive
    Diploma, User Experience Design Intensive
    2023 - 2023
  • Yeshiva University
    Bachelor of Science (B.S.), Biology/Biological Sciences, General
  • Yeshiva University
    Associate of Arts (A.A.), Jewish/Judaic Studies

Community

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