J ord an
M.
Laza re
C ora l
Sprin gs,
FL
• la zare jo rd an 1@ gm ail.c o m
• 954-4 94-3 121
E xp erie n ce
B R IG HTW AY
IN SU RANCE
Boca
Rato n,
FL
A gen cy
Sale s
Man ager
Sep te m ber
2025
– Curre n t
● Led ,
co ach ed ,
an d
men to re d
a te am
of
pro duce rs
to
ach ie v e
an d
ex ceed
in div id ual
an d
te am
sa le s
ta rg ets .
● Dev elo ped
an d
im ple m en te d
str a te g ic
sa le s
pla n s
fo cu se d
on
re d ucin g
han dle
tim e
an d
in cre a sin g
re v en ue
while
main ta in in g
str o ng
carrie r
re la tio nsh ip s.
● Ach ie v ed
re co rd
sa le s
an d
hig her
co nvers io n
while
cu ttin g
opera ti o nal
overh ead
in
under
th re e
month s.
● Conducte d
perfo rm an ce
an aly sis ,
one-o n -o ne
co ach in g,
an d
sa le s
tr a in in g
se ssio ns
to
driv e
im pro vem en t
an d
co nsis te n cy.
● Colla b ora te d
with
Mark etin g
to
ex ecu te
le ad -g en era tio n
an d
fo llo w
up
ca m paig ns.
● Ensu re d
re g ula to ry
co m plia n ce
with
all
in su ra n ce
poli c ie s
writte n .
M ARBLEPA Y
|
TH E
ZEBR A
( Acq uir e d
Marb le p ay
Aug
2024)
Austi n ,
TX
(H ybrid )
I n su ra n ce
Opera tio n s
Man ager
| Man ager,
Dig it a l
August
2022
– August
2025
● Built
a dig ita l
in su ra n ce
ag en cy
fro m
th e
gro und
up,
se cu rin g
partn ers h ip s
with
NFP,
Valo n,
VIU
by
HUB,
Matic ,
an d
oth ers
while
im ple m en tin g
EZ
Lynx
an d
Monday
CRM
to
sc ale
quotin g
to
over
2,0 00
per
month .
● Str e am lin ed
th e
bin d
an d
pay m en t
pro cess
th ro ugh
Basis T heo ry
an d
work flo w
au to m atio n,
driv in g
70
perc en t
co m ple tio n
in
90
day s
an d
re d ucin g
daily
work lo ad
fo r
ag en ts
an d
su pport
te a m s.
● Red esig ned
th e
en d
to
en d
sh oppin g
ex p erie n ce
with
ch at
to
bin d
flo w s,
re al
ti m e
co vera g e
re cap s,
an d
billin g
su m marie s,
re m ovin g
phone
call s
an d
in cre a sin g
co nvers io n.
● Led
a te am
of
22
lic en se d
dig ita l
sa le s
ad vis o rs
an d
main ta in ed
KPI
dash board s
th at
deliv ere d
daily
in sig hts
to
le ad ers h ip ,
co ntr ib utin g
to
re c o rd
sa le s
an d
re d uced
opera ti o nal
overh ead
in
under
th re e
month s.
B ETTER
MORTG AG E
| BETTER
CO VER
IN SU RA NCE
New
York ,
NY
(H ybrid )
T ea m
Lea d
In su ra n ce
Exp ert
Dece m ber
2020
– August
2022
● Built
work flo w s
an d
tr a in in g
pro gra m s
th at
sta n dard iz ed
how
in su ra n ce
was
in tr o du ced
durin g
th e
mortg ag e
pro cess,
im pro vin g
cu sto m er
cla rity
an d
re d ucin g
clo se
dela y s.
● Partn ere d
clo se ly
with
lo an
off ic ers
an d
pro cess o rs
to
id en tif y
co vera g e
nee d s
early ,
boostin g
cro ss-te am
alig nm en t
an d
in cre asin g
polic y
atta ch m en t
ra te s.
● Man ag ed
daily
perfo rm an ce,
co ach in g,
an d
QA
fo r
a 12
pers o n
in su ra n ce
te am
to
str e n gth en
co m plia n ce,
accu ra cy,
an d
overa ll
sa le s
ex ecu tio n.
● Overs a w
carrie r
re la tio nsh ip s
to
en su re
co m petit iv e
quoti n g,
sm ooth
underw ritin g,
an d
co nsis te n t
se rv ic e
acro ss
31
plu s
sta te s.
● Analy zed
cu sto m er
an d
polic y
data
to
im pro ve
quoti n g
eff ic ie n cy,
fo llo w
ups,
an d
op era tio nal
han doff s ,
driv in g
hig her
bin d
ra te s.
A DDIT IO NAL
EX PE R IE N CE:
UNIVERSAL PROPERTY
| CLOVERED Fort Lauderdale, FL
Insurance Agent September 2019 – December 2020
ST ATE
FARM
Fort Lauderdale, FL
Account Executive August 2018 – August 2019
BASS UNDER WRITERS
Plantation, FL
Underwriter Assistant | Call Center October 2016 – August 2018
2-20 Florida Property
& Casualty License #W515749
J ord an
M.
Laza re
C ora l
Sprin gs,
FL
• la zare jo rd an 1@ gm ail.c o m
• 954-4 94-3 121
E duca tio n
F L O RID A
AT LA NTIC
UNIV ER SIT Y
Boca
Rato n,
FL
B ach elo rs
of
Arts
| 2017
B R O W ARD
CO LLEG E
Dav ie ,
FL
A sso cia te s
of
Arts
| 2015
S T O NEM AN
DO UG LA S
Park la n d,
FL
H ig h
Sch ool
Dip lo m a
| 2013
S kills
& In te re sts
T ech nic a l:
Mic ro so ft
Off ic e
Suite ,
Adobe
Cre a tiv e
Suite ,
AM S
360,
EZ Lynx,
Looker,
SQ L,
HEX ,
Google
S heets ,
Dja n go,C an opyC onnect,
ChatG PT,
Zen desk ,
Gen esy s,
Can va,
Sale sfo rc e,
Excel
an d
more
L an gu age:
Englis h
S kills :
● In su rte ch
in novatio n
an d
dig ita l
in su ra n ce
pla tf o rm s
● Custo m er
ex perie n ce
optim iz atio n
an d
co nvers io n
str a te g y
● Data
an aly tic s
an d
KPI-d riv en
perfo rm an ce
man ag em en t
● Auto m atio n,
work flo w
eff ic ie n cy,
an d
CRM
in te g ra tio n
● UX/U I
desig n
fo r
onlin e
fin an cia l
se rv ic es
● Str a te g ic
partn ers h ip s
an d
B2B
gro w th
in itia tiv es
● Team
build in g
an d
co ach in g
& tr a in in g
hig h-p erfo rm in g
re m ote /i n -o ff ic e
te am s
● Cro ss-fu nctio nal
co lla b ora tio n
with
Pro duct,
Mark etin g,
an d
Engin ee rin g
● Perfo rm an ce
man ag em en t
an d
em plo yee
dev elo pm en t
● Pro cess
optim iz atio n
an d
opera tio nal
eff ic ie n cy
2-20 Florida Property
& Casualty License #W515749
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