Sergia Victoria Soler, CPIA
Personal Lines Manager- Private Client Account Executive at Flagler Insurance Agency- Claim this Profile
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Bio
Cecilia Espineli MPA, AU, PLCS, AINS
Vickie is a knowledgeable, hardworking individual whom I had the pleasure of working with. She has strong leadership and desire to keep the customer in mind at all times. Any company should be lucky to have her!
Cecilia Espineli MPA, AU, PLCS, AINS
Vickie is a knowledgeable, hardworking individual whom I had the pleasure of working with. She has strong leadership and desire to keep the customer in mind at all times. Any company should be lucky to have her!
Cecilia Espineli MPA, AU, PLCS, AINS
Vickie is a knowledgeable, hardworking individual whom I had the pleasure of working with. She has strong leadership and desire to keep the customer in mind at all times. Any company should be lucky to have her!
Cecilia Espineli MPA, AU, PLCS, AINS
Vickie is a knowledgeable, hardworking individual whom I had the pleasure of working with. She has strong leadership and desire to keep the customer in mind at all times. Any company should be lucky to have her!
Credentials
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Certified Professional Insurance Agent
PIA of Florida, Inc. -
FLA General Lines Agent
Florida Department of Financial Services -
Life and Variable Annuity
Florida Department of Financial Services -
Customer Service Rep
Florida Department of Financial Services -
Bank Certification- Bank Products Specialist
Statefarm Insurance
Experience
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Flagler Insurance Agency
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Insurance
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1 - 100 Employee
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Personal Lines Manager- Private Client Account Executive
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Jun 2022 - - Kini
Marble Arch Insurance agency is now Flagler Insurance Agency! Flagler Insurance Agency is committed to quality and providing comprehensive, reliable insurance policies spanning auto, home and life to health and commercial to proud clients across Florida. We are an Independent Insurance Agency large enough to serve you, yet small enough to care. We do not work for an insurance company; we work for you. We work on your side when you have a loss and follow through to see that you get fair, prompt payment. We represent a carefully selected group of financially sound, reputable insurance companies, and we place your policy with the company offering the best coverage at the best possible price. We thank you for the opportunity to be of service in your insurance needs. Tunjukkan kurang
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Marble Arch Insurance Group
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United States
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Insurance
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Personal Lines/Private Client, Account Executive
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Apr 2022 - Ogos 2022
Insurance Service and Sales Rep Insurance Service and Sales Rep
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Macpherson Insurance Agency
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Coral Gables, FL
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Insurance Sales Agent
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Mac 2019 - Apr 2021
P&C Sales/Service Agent: Responsible for obtaining new business, as well as managing an existing book of business on renewals for the following lines: Auto Homeowners Dwellings Liability Flood Commercial (Liability & BOP's) P&C Sales/Service Agent: Responsible for obtaining new business, as well as managing an existing book of business on renewals for the following lines: Auto Homeowners Dwellings Liability Flood Commercial (Liability & BOP's)
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SeaCoast Underwriters, Inc. is now Risk Placement Services
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United States
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Insurance
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1 - 100 Employee
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Personal Lines Manager/ Senior Underwriter
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Okt 2013 - Mac 2019
Started as an Assistant Underwriter for Flood & Excess Flood and then quickly moved on to assist in all Personal Lines as well. After about a year and half, I become an Underwriter and then after I became a Team Lead for all of personal Lines. Helping with training of new empolyees while also training current emplyees on new products. During my last two years I was promoted to Personal Lines Manager, while still holding the duties of a Senior Underwriter. While with this MGA I had binding authority for our Surplus Lines which included a wide variety of Admitted and Non-Admitted Carriers. I specialized in Underwriting, Servicing, and analyzing Claim's in the following lines: •Homeowners •Dwelling Fire •Dwellings under LLC, Trust and Corp's •Personal Umbrella •Personal Inland Marine •Monoline & Excess Liability •Vacant Dwellings •Auto •Golf Carts, RV's, Motorcycle's, and Boat's As Personal Lines Manager of the department: Analyzed new business, retention, loss, exposure, underwriting and premium trends for state(s) to make corrective actions to improve growth and profitability. Worked first hand on implemented Risk Management, Pricing, Filing, and Product strategies using fact based decisions based upon a knowledge of the market, which included competitors, regulatory and legal environment, claims handling trends, and distribution channel / agent relationships. Worked side by side with HR to hire and train new individuals. Also, worked with Lloyd's of London and Surplus Lines Carriers in mainting aggregates and exposure, as well as responsible for introducing new products to agents. Tunjukkan kurang
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Soler Life Insurance
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Miami, Florida, United States
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Life Insurance Advisor
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Sep 2013 - Mac 2019
Helped clients obtain life insurance based on their needs. Sold: Whole Life Universal Life Term Life Permanent Life Helped clients obtain life insurance based on their needs. Sold: Whole Life Universal Life Term Life Permanent Life
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State Farm Insurance Agency
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9004 SW 152nd ST Miami, FL 33157
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Customer Service and Sales Agent
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Dis 2005 - Okt 2013
Started as a receptionist and moved my way up to a CSR rep and then later a Sales rep. Quoted and Bound: Auto, Life, Personal Lines, Flood, and some Commercial policies. Pivoted State Farm Bank products, such as: Savings, Checkings, CD's, Refinancing homes, Refinancing Car loans and Health Savings. Started as a receptionist and moved my way up to a CSR rep and then later a Sales rep. Quoted and Bound: Auto, Life, Personal Lines, Flood, and some Commercial policies. Pivoted State Farm Bank products, such as: Savings, Checkings, CD's, Refinancing homes, Refinancing Car loans and Health Savings.
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Precision Response Center
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19500 S Dixie Hwy, Cutler Bay, FL 33157
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Telemarketing Services
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Jul 2003 - Nov 2003
Provided service to an electricity company in Texas. Took payments, reviewed accounts, went over bills, updated personal information, and many more services.Took a min of 40 inbound calls daily. Worked on the Spanish and English service team. Always received 100% on my ratings with Quality and Assurance when monitored by them. Provided service to an electricity company in Texas. Took payments, reviewed accounts, went over bills, updated personal information, and many more services.Took a min of 40 inbound calls daily. Worked on the Spanish and English service team. Always received 100% on my ratings with Quality and Assurance when monitored by them.
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