Eli Rivera
Ocala,FL
Summary
Throughout my three years within the company I have gained ample knowledge of industry practices/regulations, software management/protocols, and how to uphold the culture that The Auto Club Group strives for. One of the most notable resources offered by our company that has allowed me to expand my knowledge of business operations and the insurance career field as a whole has been CPCU. This is one of the many designation courses offered at our company; I have been studying for the last year and a half. I am expected to finish in July 2025. Having this course alongside my established career has given me the foundation to cultivate a personalized experience for every customer.
Overview
4
4
years of professional experience
Work History
Insurance Sales and Service Agent
The Auto Club Group - AAA
03.2021 - Current
- Investigated and resolved customer inquiries and complaints quickly.
- Responded proactively and positively to rapid change.
- Handled challenging situations calmly and professionally, finding effective solutions under pressure without compromising quality of service delivery.
- Managed high call volumes while maintaining excellent customer service standards for prompt issue resolution.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Identified and resolved discrepancies and errors in customer accounts.
- Provided exceptional post-sale support, addressing claims, policy adjustments, and customer inquiries to ensure satisfaction and retention.
- Educated clients on policy coverage, underwriting processes, and financial protection, helping them make informed decisions.
- Developed and implemented personalized strategies to upsell additional coverage options, increasing overall revenue.
- Processed policy applications, handle renewals, and managed premium collections efficiently in compliance with state and company regulations.
Education
CPCU - Insurance And Risk Management
The Institutes Knowledge Group
720 Providence Rd, Malvern, PA 1935507.2025
The Institutes Knowledge Group
Skills
Personal Lines Agent (2044)
Life INCL VAR Annuity and Health (0215)
Client Relationship Management
Conflict Resolution
Risk Assessment
Insurance Policy Expertise
Regulatory Compliance
CRM Software Proficiency
Team Collaboration ( The Family Call Flow Project)
Timeline
Insurance Sales and Service Agent
The Auto Club Group - AAA
03.2021 - Current
CPCU - Insurance And Risk Management
The Institutes Knowledge Group
The Institutes Knowledge Group
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