Francelys Rivera
@francelysrivera
Experienced General Lines insurance agent focused on accurate policy management and client retention.
United StatesWhat I'm looking for
I am a detail-oriented General Lines insurance professional with 8+ years supporting policy administration, client accounts, and sales operations in a busy agency environment. I specialize in policy review, compliance with underwriting guidelines, high-volume account management, and resolving complex escalations to preserve client relationships.
I consistently deliver precise documentation and compassionate client service that drives retention and referrals. I hold a 2-20 Property and Casualty General Lines agent license and Notary Public certification, and I adapt quickly to new systems and regulatory changes while maintaining strong data accuracy and CRM proficiency.
Experience
Work history, roles, and key accomplishments
General Lines Agent
Heather Baker Agency
Oct 2023 - Present (2 years 2 months)
Provide comprehensive property and casualty insurance solutions, resolve escalated client issues, and maintain accurate policy and client records, contributing to strong retention and repeat business.
Customer Service Representative
Heather Baker Agency
Jul 2017 - Oct 2023 (6 years 3 months)
Supported agents with administrative and sales processes, reviewed policy information to identify discrepancies, and managed high-volume client accounts to improve retention and satisfaction.
Education
Degrees, certifications, and relevant coursework
Apopka High School
High School Diploma, General Education
High school diploma from Apopka High School.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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