Ada Cardosa
Visalia,CA
Summary
Experienced Insurance Specialist successful at managing high caseloads in fast-paced environments. Organized, driven and adaptable with excellent planning and problem-solving abilities. Offering 7 years of experience and willingness to take on any challenge.
Overview
8
8
years of professional experience
Work History
Insurance Producer
Allstate
09.2023 - Current
- Generated leads through cold-calling, networking and other outreach methods.
- Calculated quotes and educated potential clients on insurance options.
- Provided coverage option information to assist clients in protecting assets.
- Upsold additional products and services after identifying customer needs and requirements.
Insurance Broker
Primos Insurance
01.2023 - 09.2023
- Met with prospective customers and business owners in homes, businesses and other settings.
- Handled approximately 250 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Sold auto and home, pup insurance policies to new and existing customers.
- Calculated quotes and educated potential clients on insurance options.
Insurance Producer
Allstate Insurance Co
06.2018 - 08.2022
- Worked in high-volume, competitive sales environment.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Cross-sold insurance products to existing clients to reach sales targets.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
- Generated leads through cold-calling, networking and other outreach methods.
- Exceeded corporate quotas for monthly policy sales.
Insurance Broker
Su Casa Valley Insurance
01.2016 - 06.2018
- Sold auto and home insurance policies to new and existing customers.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Handled approximately 300 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Closed average of 40 new sales per week after implementing new brokerage program.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Cross-sold insurance products to existing clients to reach sales targets.
- Created detailed reports for management to track performance and sales.
- Educated clients on insurance policies and procedures.
Education
Associate of Arts -
Reedley College
Reedley, CA06.2015
Skills
- Customer Follow-Up
- Quotes and Sales
- Marketing Management
- Outbound Calls
- Outbound and Inbound Calls
- Product Sales
- Prospecting Skills
- Auto Dialers
- Lead Generation
Languages
Spanish
Native or Bilingual
Timeline
Insurance Producer
Allstate
09.2023 - Current
Insurance Broker
Primos Insurance
01.2023 - 09.2023
Insurance Producer
Allstate Insurance Co
06.2018 - 08.2022
Insurance Broker
Su Casa Valley Insurance
01.2016 - 06.2018
Associate of Arts -
Reedley College