Ramon Ramirez
Insurance Broker
San Rafael,CA
Summary
Currently a driven Insurance Broker with 9 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving sales goals. Knowledgeable and dedicated customer service professional with extensive experience in the industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
13
13
years of professional experience
1
1
year of post-secondary education
1
1
Certification
2
2
Languages
Work History
Insurance Broker
Wise Insurance Agency
San Rafael, CA
11.2013 - Current
- Acquire new clients and win accounts against competitors
- Assist prospective clients with filling out forms, communicating with the company, finding the best plans and strategies, and negotiating the final deals
- Understand the provisions of each policy and communicate this information to the customer
- Share client information with insurance carriers to determine which products are best to recommend
- Building and maintaining business relationships with clients
- Preparing reports for insurance underwriters
- Research insurance trends, policies and products
Associate/Certified Notary Public
UPS Store
San Rafael , CA
07.2008 - 06.2013
Maintain working knowledge of all profit centers copier functionality, scanning, printing, notary, live scan services, mailbox services, document finishing, packing & shipping services, develop and use selling skills.
Education
High School Diploma -
San Rafael High School
San Rafael, CA 08.2018 - 06.2019
Skills
Property insurance
Policy expertise
Underwriting knowledge
Driven
Commission-based sales
Talented salesperson
Proactive team player
Policy coverage expert
Home and recreational insurance sales
Warm and cold leads development
Underwriting experience
Top-rated sales performance
Endorsed enhancements
Relationship building and management
Maximizing profitability
Team leadership and coaching
Order management
POS systems
Staff Management
Opening and closing procedures
Customer Response
Sales expertise
Strategic thinker
Goals and performance
Operations
Accurate money handling
Training and mentoring
Store displays
Certification
Property and Casualty Lisence
Timeline
High School Diploma -
San Rafael High School
08.2018 - 06.2019
Insurance Broker
Wise Insurance Agency
11.2013 - Current
Associate/Certified Notary Public
UPS Store
07.2008 - 06.2013