I am willing to relocate for the right job. Depending on the distance, I would appreciate the opportunity to discuss with my family.
Qualified Insurance Sale and Underwriting Representative with eight years in fast-paced customer service and call center environments. Personable and professional under pressure.
Fluent in Spanish
Dependable and reliable
MS Office proficient
Currently working on learning financial plans for retirees or soon-to-be retirees. Responsibilities include; handling paperwork for new clients, making follow-up calls to prospects, making and confirming appointments, conducting a first appointment with new clients to obtain their information and run the appropriate reports for them to meet with the Senior Advisor, and make suggestions for clients to the Senior Advisor. Currently working on my Series 65 license which will be completed by November of 2015.
I issued fire policies (such as homeowners, renters, condo, personal articles, boat owners and manufacture homes) based on the underwriting guidelines set up by the company. I also processed policy changes from agents office around the country. In my first 6 months, I was promoted to the Quality Improvement Team. I was responsible for surveying 10 files for about 50 people each month to make sure they were following the correct processes and providing quality work to our business partners. As part of the team, I was also responsible for meeting with the five Underwriting teams that were based out of Bloomington and helping them identify the biggest mistakes and ways to improve their quality scores. I also on-boarded all five teams on the process for them to review their quality scores and monitor their progress. With my monthly meetings and ability to help team managers identify trends within their teams, all five teams were able to increase their quality results between 5-10%. Two of the five teams were ranked top 5 throughout the enterprise.
I was responsible for all the marketing and raw new business in the office. I was self-managed to achieve my own personal monthly sales goals along with achieving the team goals. After the year, I constructed my own business proposal for the agent for a new pay structure that promoted more sales in the office. I was also responsible for all the Spanish speaking customer and prospects. Being bilingual I was able to develop a trusting relationship with those clients and was able to grow that book by 10%. I also implemented a social media site for the office to promote special events in our community and be able to get our name out there. We also would recognize our clients children that were feature in the local newspaper on the site. In addition, I hired an intern that was a direct report under me, to assist me with the cold-calling and appointment setting. This allowed me to have more time for sales appointments and prospecting when they were interested. After 4 months, the intern accepted a part time position as a sales representative in the office, so I was the one to in charge of training him and showing him the sales process. Along with the intern, I also trained 4 additional employees. All employees that I was responsible for, went on to be promoted on the corporate side after a year with the agent. In addition to sales and marketing, I assisted the corporate technology department by helping test out new products that corporate was wanting to implement to agents' offices throughout the nation. I tested everything from printer and computers, to different software and applications to help customers communicate better with their agents. I was able to provide effective feedback on the products and services and helped roll out those that were implemented by collaborating with the field trainers on best practices for others. As a sales associate, I sold over 500 auto policies, 300 fire policies, 50 life policies, 20 bank products and 5 health policies.
I was an after hour call center sales representative. I obtained my property and casualty insurance producer license when I started. I handled calls from 13 different states, in which I held non-residence insurance producer licenses in, and assisted agents' offices obtain new business while they were closed. I was awarded Top Producer of the month multiple times while in the department. I helped mentor associates who were struggling with sales by having them shadow me and then me giving them feedback on their sales process. By helping them overcome objections and giving them pointers to make their calls more streamline, they were able to improve their sales by 10 additional policies a month.
- CPCU Organization
- Business Leaders of America
- Hispanic Leaders
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