Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Abigail Montez

Greeley,CO

Summary

Experienced Licensed Insurance Producer with strong background in sales, client service, and policy management. Proficient in cultivating relationships with clients and creating personalized insurance plans to meet varied needs. Demonstrated strengths include product knowledge, customer satisfaction, and regulatory compliance. Made significant impact in previous roles through tailored approach to client service, enhancing retention rates and fostering business growth.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Licensed Insurance Producer

Allstate Corp
Brighton, CO
12.2024 - Current
  • Completed day-to-day duties accurately and efficiently.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Identified needs of customers promptly and efficiently.
  • Managed inventory and supplies to ensure materials were available when needed.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.

Licensed Insurance Producer

Fred Loya Insurance
Greeley, CO
05.2024 - 12.2025
  • Analyzed customer needs and recommended suitable insurance policies for them.
  • Presented customers with different options for their needs.
  • Quoted customers on their vehicle coverages and options.
  • Responded to customer inquiries and problems to promote great service.
  • Performed administrative tasks such as maintaining records, filing paperwork.
  • Followed up with existing customers to ensure satisfaction and renewals of policies.
  • Updated customer profiles with current information regarding contact details or policy changes.
  • Sought out new clients and developed clientele by networking to find new customers.

Sales Associate

Metro by T-Mobile
Aurora, CO
09.2023 - 01.2024
  • Attended weekly team meetings to review performance goals and objectives.
  • Developed trusting relationships with customers by making personal connections.
  • Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
  • Assisted customers with product selection, sizing and styling.
  • Assisted teammates with sales-processing tasks to meet daily sales goals.
  • Engaged customers in friendly, professional dialogue to determine needs.
  • Unboxed new merchandise and restocked shelves in appealing and organized arrangements to promote items.
  • Maintained knowledge of sales and promotions, return policies and security practices.
  • Set up and informed customers of the way to be able to use the products being sold

Sales Floor Associate

Lowes Hardware
Greeley, CO
06.2023 - 08.2023
  • Recommended, selected and located merchandise based on customer desires.
  • Built and maintained relationships with peers and upper management to drive team success.
  • Maintained knowledge of current promotions, policies regarding payment and exchanges, as well as security practices.
  • Managed time effectively between tasks such as restocking shelves and assisting customers with purchases.

Education

High School Diploma -

Greeley Central Highscool
Greeley, CO
05-2023

Some College (No Degree) -

IBMC
Greeley CO

Skills

  • Customer service
  • Policy analysis
  • Risk assessment
  • Sales strategies
  • Data analysis
  • Client relationship management
  • Follow-up communications
  • Problem solving
  • Quote generation
  • Auto insurance
  • Microsoft Excel
  • Software navigation
  • Paperwork processing
  • Scheduling
  • Communication skills

Certification

  • Personal Lines Certificate

Languages

English
Full Professional
Spanish
Native/ Bilingual

Timeline

Licensed Insurance Producer

Allstate Corp
12.2024 - Current

Licensed Insurance Producer

Fred Loya Insurance
05.2024 - 12.2025

Sales Associate

Metro by T-Mobile
09.2023 - 01.2024

Sales Floor Associate

Lowes Hardware
06.2023 - 08.2023

High School Diploma -

Greeley Central Highscool

Some College (No Degree) -

IBMC

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