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Insurance Agent

Loxahatchee, FL


To be a team player with a great work ethic while professionally representing any position to which I receive to its fullest potential and to be a contributing force to the overall success of the employer.

Work Experience


Kokomo's Island Grill, Loxahatchee, FL

Aug 2011Current

Currently server for an Island Grill. Able to serve multiple tables and have been recently tended bar as needed and closed restaurant with managerial function.

Insurance Agent

Financial Advantage Services, Inc, Jupiter, FL

Feb 2011Current

FL 33458 Antonio Oliva, Supervisor 561-578-6288 Financial Advantage Services, Inc., Insurance Sales, Life, Health, Medicare, Long-Term-Care, Retirement Planning. Independent Agent Licensed with the State of Florida.

Insurance Agent

Life Insurance, North Palm Beach, FL

Sep 2010Jan 2011

FL Anita Goldberry, Supervisor 561-400-6580 Great American Senior Benefits, Insurance Sales of Senior Products, Life Insurance, Medicare and Annuities will multiple companies. Independent Agent Licensed with the State of Florida.

Insurance Agent

Bankers Life & Casualty Co, Palm Beach Gardens, FL

Sep 2009Sep 2010

FL, Anthony Alvarez, Supervisor 561-514-7264 Bankers Life & Casualty Co., Captive Agent in Insurance Sales mainly dealing with retirees and Medicare recipients. Life insurance, Annuities and Long term care insurance also. Deal directly with potential clients thru cold calls as well as referrals.

Vacation Ownership Representative

The Berkley Group, Vacation Village, Weston, FL

Jul 2009Sep 2009

in Weston, FL, Representative for the sale of Timeshare in Weston Florida. Toured and informed Clients visiting the Village of the advantages of timeshare and the value of owning at the Vacation Village in Weston, FL. Have current Real Estate License.

Administrative Assistant

J.W. Cheatham LLC, Heavy Road Construction Company, West Palm Beach, FL

Dec 2006Nov 2008

FL Sherry Brown, CFO 561-471-4100 J.W. Cheatham LLC, Heavy Road Construction Company. 
Accounts payable, accounts receivable, payroll posting using AS400, Use of database programs to track equipment, time, expenses and usage., preparation of tax forms ex. uct-6, 940, 941, month end closing for the Asphalt Division. Organizing filing and maintaining records on computer based system. Business Tax licensing required for the state, counties, cities and municipalities. All front desk responsibilities. Assisted Estimating Department with subcontracts, purchase orders, change orders & billing. Reviewed and documented credit applications as well as maintained credit worthiness and delinquency collection on a monthly basis. In charge of all incoming phone calls, all secretarial duties as assigned by the CFO and Estimating Departments.

Senior Associate/Financial Advisor

First Financial Services,

Apr 2004Apr 2008

World Leadership Group/First Financial Services/Global Equity Lending/Global Realty Marketing. Worked with clients to improve current financial position by helping them buy/sell or refinance their homes. Mortgage Loan Originator. Maintained private records, organizing of loan paperwork, both manual and computer based. Follow up with e-mails with Lenders and Clients to speed processes. Provided multiple loan options for clients and reviewed processes. Counsel clients on the home buying process, the best way to handle debt and the best loan available. Provided options for the best investment vehicles. Listed & Sold Real Estate as well as all that was involved in a real estate transaction. Assisted in the collection of information needed to make financial decisions for clients. Loan Origination including truth in Lending Disclosure and Good Faith Estimates.


Strategic Real Estate Corp, Loxahatchee, FL

Feb 2000Oct 2006

Real Estate Company. 
Listed & Sold Real Estate. Took buyers and sellers thru process from Contract to Closing. Completed internal bookkeeping for tax records. Maintained client records and confidentiality as required by law. Created Listing presentations and Comparative Market Analysis to obtain listings.

Administrative Office Manager

Adorno Pressure Cleaning, Loxahatchee, FL

Jan 1994Oct 2006

Full-Service Pressure Cleaning Company 
All Front Office responsibilities including: scheduling, collections, banking, invoicing and filing. Responsible for all record keeping and bookkeeping all the way through tax preparation. Responsible for monthly bank reconciliation and recording of all purchases in monthly record book. Scheduled and collection of payments from clients. Controlled all banking and tax filing functions. Created database for follow-up with clients and for cost estimating.

Revenue Specialist II

Strategic Real Estate Corp,

Jan 2004Oct 2005

Florida Department of Revenue, WPB, FL, State Agency for the Collection of Taxes. 
Continuous contact with taxpayers to resolve tax issues. Maintained computer based records of taxpayers and the information attained in skip searches. Was instrumental in creating and implementing internal Employee Recognition. Involved in all phases of collection for the purpose of collecting delinquent sales, solid waste, communications service, corporate taxes, unemployment taxes and late fees. Examination of tax returns to resolve errors. Provide educations to taxpayers to understand Florida Statutes, and Florida Law regarding filing of Sales and Use tax returns. Trained new agents on the SAP System


Associates in Accounting

Immaculata College, Immaculata, PA



Knowledge of many operating systems and software including Microsoft works, word, powerpoint, money. Past experience working with different types of cash registers.

Additional Information

Knowledge of many operating systems and software including Microsoft works, word, powerpoint, money. Past experience working with different types of cash registers. 
Extremely fluent in web browsing and skip tracing as well as website manipulation. 
SAP, AS400 Using Microsoft office, Word, Works, Excel, Power Point, Quickbooks, Microsoft Money, Outlook and others. Typing speed 50-60 wpm. Expert at 10 key calculator. Also other previous experience to include multiple years of Banking experience both in the service center as well as in corporate headquarters. Multiple years of Collections experience as well as Loan Origination and Cross Selling of products.
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