(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

Focused Bilingual Insurance Sales Agent, talented at directing business development and customer base expansion efforts. Talents include relationship building, training and sales presentations.

Currently Group 1 license Life & Health Plus Property & Casualty.

  • Casualty auto insurance
  • Client relations expert
  • Active Property and Casualty Insurance License withExcellent communication skills
  • Sales presentations
  • Active Property and Casualty Life and Health Insurance License with Texas Department of Insurance

  • Property and casualty products
  • Customer advocate
  • Complaint handling and resolution
  • Cold calling
  • Self-motivated
  • Excellent communication skills
Crystal City High School Crystal City, TX Expected in 1989 High School Diploma : General Studies - GPA :

Student government representative


Qualified for 3 quarterly sales bonuses by exceeding sales target by 120%.

Earned trips to Cancun, Bahamas & Jamaica for sales excellence.

AFLAC / Colonial Life / Security Nat'l Life / Trans America / 5 Star - Independent Insurance Agent
City, STATE, 05/2008 - Current

Processed applications, payments, corrections, endorsements and cancellations. Promoted agency products to customers in person, on the telephone and in writing. Compiled coverage and rating information in an accessible format. Prepared necessary paperwork to process insurance sales and renewals. Followed up with potential clients regarding online information requests. Presented and clearly explained insurance policy options to clients based on their needs and goals. Developed productive working relationships with owners, individuals and other business partners in the community. Researched coverage and premium options and supplied clients with the best coverage available. Developed life insurance and commercial insurance leads to meet monthly sales targets. Presented account proposals in a professional and timely manner.

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School Attended

  • Crystal City High School

Job Titles Held:

  • Independent Insurance Agent


  • High School Diploma

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