Bilingual Insurance Sales Agent talented at directing business development and customer base expansion efforts. Natural leader willing to go the extra mile to achieve sales targets and agency goals.Tech-savvy Insurance Sales Agent well-versed in a wide range of financial and accounting systems and tax software programs. Former underwriter with great analytical and problem solving abilities.
Interviewed prospective clients to learn about their automobile needs and to discuss any existing coverage.Processed applications, payments, corrections, endorsements and cancellations.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 car dealers, loan processors and other business partners in the community.
Trained all sales staff for store location on product. Monitored customer preferences to determine focus of sales efforts.Generated monthly and annual sales reports.Resolved customer complaints by exchanging merchandise, refunding money and adjusting bills.Wrote sales slips and sales contracts.Shared product knowledge with customers while making personal recommendations.Maintained friendly and professional customer interactions.
Counseled customers on market current status for residential and land markets.Guided homebuyers and sellers through the process of short sales.Generated lists of properties that were compatible with buyers' needs and financial resources.Maintained high referral rates and exceptional feedback from previous clients.Created realtor and buyer incentives and strategies with agents, builders and buyers.Educated clients on the current real estate market and answered any questions they had.Created and maintained a large client base by meeting needs and providing exceptional customer service.Negotiated contracts and coordinate with lenders, attorneys and inspectors.Advertised properties to the general public via networking, brochures, ads and multiple listing services to maximize exposure.
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