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.
Client-focused Insurance Sales Agent successful at developing leads and analyzing market trends to increase revenue and meet sales goals.
Licensed broker offering over 5 years in automobile, home and life insurance and a record of success in retaining and growing customer bases.
Cultivated relationships with customers by displaying how products and services can benefit them. Sell insurance product to customers by making and receiving telephone calls. Offering knowledge of products to existing clients in an effort to upgrade or cross sell additional products. Review and analyzes sales reports to monitored progress toward targets. Processed applications, payments, corrections, endorsements and cancellations. Responds to client inquires and resolves problems professionally, accurately, and on timely matter to the satisfaction of them and the company.
Prepared necessary paperwork to process insurance sales and renewals. Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage. Efficiently retaining policy holders and closing sales. Assisting customers who may have complaints or issues with billing, as well as customers who requires products or services to be changed to best fit their needs.
Receive and count working cash at beginning of shift. Validate cash and checks, and accept for deposit, and check accuracy of deposit slip. Process cash withdrawals. Opened new customer accounts, including checking, savings and lines of credit. Established new customer accounts including checking, savings, lines of credit and loans. Researched and resolved customer issues on personal savings, checking and lines of credit accounts. Delivered prompt, accurate and excellent customer service. Balanced daily cash deposits and bank vault inventory with a zero error rate.
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