Adam Maldonado
Sherman Oaks,CA
Summary
My mission is to be the go-to insurance agent. Compassion coupled with strong communication, I aim to win the peace of mind of every client. With nearly a decade of insurance experience, I pride myself on not being the quickest solution, but the correct one.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Insurance Advisor
Covered Insurance Solutions (fka Blend Insurance)
06.2021 - Current
- Consistently exceed sales goals, supplemented by cross-sale opportunities built on client trust.
- Easily collaborate with cross-functional teams, including underwriters, claims specialists, and customer service representatives, all to ensure a streamlined policy purchase and issuance.
- Experience with comparative raters successfully obtaining quotes from over 30 carriers across the United States.
Account Manager
State Farm Insurance Agent
04.2018 - 06.2021
- Learned basic B2B and B2C sales strategies.
- Tasked with running a new sales office, from servicing, to sales, to routine office management.
- Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
Education
Bachelor of Arts - BA - Political Science
University of California, Santa Barbara
06-2017
Skills
- Problem Solver
- Goal-Oriented
- Reliable character
- Coachable
Certification
Property & Casualty License CA DOI April 2018
Life and Health License CA DOI December 2018
# 0M29135
Software
Salesforce CRM
Microsoft Office Suite , G-Suite
Timeline
Insurance Advisor
Covered Insurance Solutions (fka Blend Insurance)
06.2021 - Current
Account Manager
State Farm Insurance Agent
04.2018 - 06.2021
Bachelor of Arts - BA - Political Science
University of California, Santa Barbara
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