Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Sofia Apolinario De Souza

Baltimore

Summary

Proficient insurance agent with strengths in customer service and multitasking. Experienced in managing client consultations and executing efficient recordkeeping. Prepared to contribute to team success through effective communication and problem-solving skills.

Overview

3
3
years of professional experience

Work History

Insurance Agent

Rider Insurance Agency
Towson
07.2024 - Current
  • Delivered personalized consultations to address client insurance needs.
  • Managed outbound lead calls, quoting, and policy-binding processes efficiently.
  • Organized comprehensive records and documentation for all clients.
  • Maintained accurate client records within agency databases to ensure compliance.
  • Prepared documents such as applications, endorsements, renewals, and cancellations.

Office Secretary

Rider Insurance Agency
Towson
02.2024 - 07.2024
  • Processed policy endorsements, cancellations, and reinstatements.
  • Entered and updated client information in digital and paper filing systems.
  • Supported agents with quotes, and gathered the required information.
  • Handled billing questions, processed payments, and issued receipts.
  • Assisted with daily office schedules and general administrative tasks.

Secretary Manager

Cozzy Home Services
Baltimore
09.2022 - 05.2024
  • Managed scheduling and appointments for team members and clients.
  • Handled incoming calls and responded to client inquiries promptly.
  • Trained new staff on administrative processes and company policies.
  • Maintained office supplies inventory and ordered replacements as needed.
  • Performed basic bookkeeping duties such as reconciling accounts payable and receivable statements.

Education

High School Diploma -

Oakland Mills High School
Columbia, MD
06-2021

Skills

  • Time management
  • Customer service
  • Data entry and recordkeeping
  • Multitasking
  • Problem solving
  • Scheduling and calendar management
  • Microsoft Office / Google Workspace
  • Effective communication
  • Staff training

Languages

Portuguese
Native/ Bilingual
English
Professional
Spanish
Limited

Timeline

Insurance Agent

Rider Insurance Agency
07.2024 - Current

Office Secretary

Rider Insurance Agency
02.2024 - 07.2024

Secretary Manager

Cozzy Home Services
09.2022 - 05.2024

High School Diploma -

Oakland Mills High School
Sofia Apolinario De Souza