Melissa Rizo

Melissa Rizo Email and Phone Number

Licensed Insurance Agent and Financial Advisor @ Unity Financial Network
United States
Melissa Rizo's Location
Miami, Florida, United States, United States
Melissa Rizo's Contact Details

Melissa Rizo work email

Melissa Rizo personal email

n/a
About Melissa Rizo

As a Life Insurance Underwriting Manager at Acosta Insurance Group, I lead a dynamic team that streamlines the end-to-end underwriting process, from case submission to approval. I have a proven track record of optimizing underwriting processes and exceeding performance targets, such as reducing turnaround time by 35% and increasing approval rate by 20%.I am also a licensed insurance agent and a professional financial advisor, specializing in life and health insurance, financial advising, retirement planning, estate planning, Medicare, and Obamacare. I work with multiple insurance providers across the nation, delivering exemplary client service and closing new business with existing account base. I am proficient in outbound sales, Salesforce Lightning, and CRM. I am passionate about securing and protecting the lives of individuals from all walks of life, and I am fluent in Spanish and English.

Melissa Rizo's Current Company Details
Unity Financial Network

Unity Financial Network

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Licensed Insurance Agent and Financial Advisor
United States
Employees:
11
Melissa Rizo Work Experience Details
  • Unity Financial Network
    Licensed Insurance Agent And Financial Advisor
    Unity Financial Network
    United States
  • Acosta Insurance Group
    Life Insurance Underwriter Operations Manager
    Acosta Insurance Group Aug 2023 - Present
    Miami, Fl, Us
    Dedicated and results-driven Life Insurance Underwriting Operations Manager with a proven track record of optimizing underwriting processes and exceeding performance targets. Leading a dynamic team, I am committed to streamlining the end-to-end underwriting process, from case submission to approval. My expertise lies in analyzing complex cases, collaborating with sales agents, and implementing innovative solutions that enhance efficiency and customer satisfaction
  • Acosta Insurance Group
    Licensed Insurance Agent And Financial Advisor
    Acosta Insurance Group Aug 2020 - Present
    Miami, Fl, Us
    Your specialist in Life and Health Insurance, Financial Advising, Retirement Planning, Estate Planning, Medicare and Obamacare.
  • Sprint
    Business Account Executive
    Sprint Feb 2020 - Aug 2020
    Overland Park, Kansas, Us
    Exceeded quota by delivering exemplary client service, creating urgency within sales pipeline, and closing new business with existing account base.
  • Advanced Recovery Systems, Llc
    Referral Coordinator
    Advanced Recovery Systems, Llc Jun 2018 - Nov 2019
    Fort Lauderdale, Fl, Us
    Orchestrated intake inquiries from individuals and their loved ones struggling with substance abuse resulting in support referrals and inpatient or outpatient care. Showed outstanding written and oral communication skills with attention to detail and accuracy to create relationships and rapport with clients resulting in strong referral base.
  • Acosta Insurance Group
    Office Administrative Assistant
    Acosta Insurance Group Feb 2015 - Jun 2018
    Miami, Fl, Us
    Evaluated and prioritized incoming telephone calls. Set appointments, entered, compiled and filed data. Kept client information confidential including all files and documentation.

Melissa Rizo Skills

Salesforce Lightning Skilled Multi Tasker Salesforce.com Insurance Quotas Sales Data Entry Crm Databases Client Services Finance Bilingual Microsoft Office Microsoft Word Business To Business Microsoft Excel Multitasking Time Management Microsoft Outlook Customer Service Enterprise Software Phone Etiquette Written Communication Google Drive Spanish

Frequently Asked Questions about Melissa Rizo

What company does Melissa Rizo work for?

Melissa Rizo works for Unity Financial Network

What is Melissa Rizo's role at the current company?

Melissa Rizo's current role is Licensed Insurance Agent and Financial Advisor.

What is Melissa Rizo's email address?

Melissa Rizo's email address is me****@****ork.com

What skills is Melissa Rizo known for?

Melissa Rizo has skills like Salesforce Lightning, Skilled Multi Tasker, Salesforce.com, Insurance, Quotas, Sales, Data Entry, Crm Databases, Client Services, Finance, Bilingual, Microsoft Office.

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