Insurance Professional bringing a motivated and forward-thinking approach to driving business growth and building productive customer relationships. Licensed in California and eager to apply knowledge and experience to a new growth-oriented position.
Skills
Knowledgeable in FSC Rating System /Applied Epic
Personal and Commercial Lines Experience
Bilingual: Fluent in Spanish
Account Management / Accounting Procedures
MS Office
Telephone Etiquette
Intuit QuickBooks Experienced
Supervision
Self-Motivated Professional
Dependable and Resourceful
Problem Solver
Leadership Abilities
Education
University of PhoenixSacramento, CA, Expected in 05/2013 – –Bachelor of Science Degree:Business Administration/ Accounting - GPA:
Heald CollegeRoseville, CA, Expected in 02/2010 – –Associate of Arts And Sciences:Business Administration/Accounting - GPA:
Member of Phi Theta Kappa Honor Society
Certifications
Property & Casualty License: 0F58593
Insurance Designation: CRIS
Work History
Columbia University - Advisor New York, NY, 01/2020 - Current
Manage 750+ customers yearly while maintaining average renewal retention of 94% or more monthly.
Contacted current customers for cross sale efforts and to recommend additional insurance policies.
Sought out new clients and developed client relationships through direct referrals and agency generated leads.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Customized existing insurance policies to suit individual client needs by analyzing specific requirements.
Sold various commercial insurance products to business owners mainly contractor related businesses for California and several non-resident States using consultative selling techniques.
Reviewed quotes and renewal offers for errors and liaised with underwriters to facilitate quick completion of corrections.
Negotiated rates with underwriters when competitive price is warranted based on customer's clean loss history and reputable industry experience.
Finalized application for sale of policy and collected necessary deposit for account manager to bind coverage including completing all follow up required.
Brown & Brown, Inc. - Sales Producer Orlando, FL, 04/2019 - 01/2020
Managed book of business with 94% or higher renewal retention.
Identified and solicited sales prospects in agency databases for cross sale efforts.
Approached potential clients by using direct marketing mailings and phone contacts.
Collected premiums on or before effective date of coverage.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Developed advanced understanding of products and services to react to customer objections, competitive questions and other FAQs.
Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
Responded to customer calls swiftly to resolve issues and answer questions.
Obtained underwriting approval by completing application for coverage.
Finalized sales and collected necessary deposits.
Skyles Insurance Agency Inc. - Sales Agent / Agent Assistant /Customer Service Representative City, STATE, 04/2010 - 04/2019
Obtained book of business of 750+ customers to offer renewals, service and cross sale additional policy needs.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Recommended products to customers, thoroughly explaining details.
Answered constant flow of customer calls with minimal wait times.
Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
Endorsed changes to client policies and issued certificates of insurance at client’s request.
Manage all receiving email correspondence related to policy and invoices and forward to accounting department accordingly.
Sort all appropriate paperwork in policy for filing.
Assist agents with customer changes and collect any additional premiums prior to processing changes.
Processed renewal, new and returning business policies including payment and data recording.
Baja Insurance Services, Inc - Office Manager/Sales Agent/Customer Service City, STATE, 12/2005 - 04/2010
Introduced personal lines insurance products and premiums to potential clients.
Completed all documentation and executed new projects and marketing events (job fairs, farmers markets, and festivals).
Translated radio commercials from English to Spanish.
Utilized QuickBooks to complete bi-weekly and monthly payroll for employees and assist with payroll taxes.
Coordinated office employee hours and schedules to maintain hours of operation.
Performed hiring, training, and discharge measures in accordance with CEO.
Implemented organizational structures for data entry and record keeping methods.
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School Attended
University of Phoenix
Heald College
Job Titles Held:
Advisor
Sales Producer
Sales Agent / Agent Assistant /Customer Service Representative
