Dynamic Licensed Insurance Agent with Trusted Senior Specialists, skilled in developing personalized insurance plans and enhancing client retention. Bilingual in English and Spanish, I leverage my expertise in insurance products and client relationship management to drive sales and establish trust, ensuring clients receive optimal coverage tailored to their needs. With over 16 years of experience.
Overview
17
17
years of professional experience
Work History
Licensed Insurance Agent
Trusted Senior Specialists an Integrity Marketing Company
05.2009 - 12.2025
Educated clients on insurance product options and benefits.
Assisted clients with claims processing and policy inquiries.
Developed personalized insurance plans to meet client needs.
Maintained up-to-date knowledge of industry regulations and trends.
Calculated quotes and educated potential clients on insurance options.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
Education
High School Diploma -
Alief Taylor High School
Houston
05.2006
Skills
Insurance sales expertise
Bilingual- English and Spanish
Insurance product expertise
Client relationship management
Client account management
Client retention
Client service
Sales strategy development
Languages
Spanish
Native or Bilingual
Timeline
Licensed Insurance Agent
Trusted Senior Specialists an Integrity Marketing Company
Brand Marketing Field Representative at Promo Social/Trusted Herd Various Marketing FirmsBrand Marketing Field Representative at Promo Social/Trusted Herd Various Marketing Firms