ALEXIS HUITZIL
Bronx,United States
Summary
Talented Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills. Very goal-orientated individual who strives to get the task at hand done. Successfully establishes good rapport and relationships with clients. Dependable individual who is able to handle multiple priorities with a positive attitude. Ready to help achieve team and company goals.
Overview
7
7
years of professional experience
Work History
Life Insurance Sales Agent
National Income Life Insurance Company
07.2021 - 08.2022
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Registered customer information on database to enable tracking history and maintain accurate records.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Generated quotes and proposals for clients to match individual needs.
- Developed strong referral network in community to raise awareness and increase sales opportunities.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
- Calculated premiums and established payment methods for sales.
- Analyzed risk factors to recommend appropriate coverage levels.
- Managed over 100 customer calls per day to increase sales by 20%.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Server Captain
F&J Pine Restaurant
10.2015 - 03.2021
- Maintained all safe food handling guidelines to ensure cleanliness, sanitation, and safety.
- Maintained and modeled high standard of efficient customer service to server staff.
- Handled cash and credit card transactions accurately, maintaining knowledge of accepted payment methods.
- Quickly addressed and resolved customer concerns, working with management to fix advanced issues.
- Prepared checks that itemize and total meal costs and sales taxes
- Answered customer menu questions and offered suggestions based on individual preferences.
- Collected payment from customers.
- Took orders from patrons for food and beverages.
- Cultivated warm relationships with regular customers.
- Oversaw daily operations of service team, delegated tasks, and trained new staff.
Education
High School Diploma -
Mott Hall V
Bronx, NY06.2015
No Degree - Business Administration
City College of New York of The City University of New York, The
New York, NYSkills
- Client Account Management
- Professional Development
- Team Training
- Life Insurance Industry Knowledge
- Developing Rapport with Guests
- Strength and Conditioning
Languages
Spanish
Native or Bilingual
Timeline
Life Insurance Sales Agent
National Income Life Insurance Company
07.2021 - 08.2022
Server Captain
F&J Pine Restaurant
10.2015 - 03.2021
High School Diploma -
Mott Hall V
No Degree - Business Administration
City College of New York of The City University of New York, The
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