Experience

Solstice Innovations

• United States
• Insurance
• 1 - 100 Employee

• Software Engineer

  • Aug 2023 - Present

  Tampa, Florida, United States



USAA

• United States
• Financial Services
• 700 & Above Employee

• Life/Health Advisor

  • Jan 2014 - Jul 2023

  17200 Commerce Park Blvd Tampa, Florida Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using basic… Show more Receives inquiry or request for advice or service from current members through various channels, including phone calls, emails, and faxes. Asks questions to discover key information and life events and understand need or problem. Documents relevant information. Recognizes life events, understands and assesses the member's needs, financial situation, and goals. Makes recommendation(s) and motivates member to take action on recommendation(s). Overcomes objections using basic sales techniques and developing persuasion skills and implements recommendation(s). Educates the member on how regulatory changes will impact a product. Articulates benefits and motivates the member to acquire and/or retain various life insurance and health products through inbound and outbound member communications. May provide limited member servicing support. Ensures adherence to company and regulatory practices. Supports enterprise business goals through the achievement of individual referral and product acquisition goals. Demonstrates proficiency in routine life insurance and annuity skills, processes, and products. Other duties as assigned.

• Financial Foundations Specialist Property and Casualty

  • Oct 2014 - May 2015

  Applies listening skills to understand member’s concerns and confidently influence their decisions towards a stronger financial security. Applies expert knowledge of products, services and processes. High proficiency in product acquisition and member service techniques. Setup weekly, monthly and quarterly Member Satisfaction reports for team and district. Seeks guidance from team members to resolve issues and identify appropriate issues for escalation. Consistently exceeding… Show more Applies listening skills to understand member’s concerns and confidently influence their decisions towards a stronger financial security. Applies expert knowledge of products, services and processes. High proficiency in product acquisition and member service techniques. Setup weekly, monthly and quarterly Member Satisfaction reports for team and district. Seeks guidance from team members to resolve issues and identify appropriate issues for escalation. Consistently exceeding expectations in sales, referrals, ERSM, MAS transfers and customer service with a passion for relationship building. High proficiency in referral skills and relationship building with member by understanding life events and knowledge of multi-company product opportunities. Extensive knowledge of auto, renters, valuable personal property and Homeowners policies.

• Financial Foundations Associate Property & Casualty Insurance

  • Jan 2014 - Feb 2015

  Tampa/St. Petersburg, Florida Area Applies listening skills to understand member’s concerns and confidently influence their decisions towards a stronger financial security. Applies expert knowledge of products, services and processes. High proficiency in product acquisition and member service techniques. Setup weekly, monthly and quarterly Member Satisfaction reports for team and district. Seeks guidance from team members to resolve issues and identify appropriate issues for escalation. Consistently exceeding… Show more Applies listening skills to understand member’s concerns and confidently influence their decisions towards a stronger financial security. Applies expert knowledge of products, services and processes. High proficiency in product acquisition and member service techniques. Setup weekly, monthly and quarterly Member Satisfaction reports for team and district. Seeks guidance from team members to resolve issues and identify appropriate issues for escalation. Consistently exceeding expectations in sales, referrals, ERSM, MAS transfers and customer service with a passion for relationship building. High proficiency in referral skills and relationship building with member by understanding life events and knowledge of multi-company product opportunities. Extensive knowledge of auto, renters, valuable personal property and Homeowners policies.



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Senior Teller

  • Aug 2012 - Jan 2014

  Tampa/St. Petersburg, Florida Area Organized weekly ordering for Branch. Custodian for ATM and teller cash dispenser. Organized branch events and campaign activities. Performed cash audits on branch employees and entities. Handled vault custodian duties in the absence of custodian. Lead morning huddles with news and updated procedures. Engaged clients building strong repertoire for future business. Strong referral skills with both new customers and current clients. Performed maintenance on client's… Show more Organized weekly ordering for Branch. Custodian for ATM and teller cash dispenser. Organized branch events and campaign activities. Performed cash audits on branch employees and entities. Handled vault custodian duties in the absence of custodian. Lead morning huddles with news and updated procedures. Engaged clients building strong repertoire for future business. Strong referral skills with both new customers and current clients. Performed maintenance on client's accounts using Customer Assist. Set hourly goals for tellers to ensure deadlines are met efficiently. Actively trained and mentored branch employees on new policies and procedures. Set training standards for audit ready procedures and guidelines throughout the branch. Self sufficient in solving client problems on the spot, meeting with branch manager when needed. Wide knowledge of compliance material using suspicious activity reports, customer transaction report and monetary instrument purchase logs in a daily environment.

• Operations Specialist

  • Jun 2012 - Aug 2012

  Handled the daily operations reports. Created Excel spreadsheets for customer information. Verified accuracy of all customer information through customer assist. Set hourly, daily and weekly goals based upon current performance and team meetings. Built a SharePoint site, increasing speed, quality and quantity of all work within project management. Built databases from tables, queries and forms to create a fluid connection between departments using Microsoft Access.



Publix Super Markets

• United States
• Retail
• 700 & Above Employee

• Deli Clerk

  • Dec 2008 - Jun 2012

  Set financial budgets for inventory orders. Made suggestions to customers; to enhance their shopping experience. Created sales forecasts of the upcoming weeks in response to previous sales. Operated deli machinery with utmost care regarding health and safety. Provided exemplary customer service by greeting customers in the department and ensuring their orders are filled to meet their expectations.