Alexis Ibanez
Weslaco,TX
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
7
7
years of professional experience
Work History
Licensed Insurance Agent
Sentinel Integra Insurance
09.2021 - Current
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
- Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
- Streamlined the claims process for clients, ensuring prompt resolution and payment of claims.
- Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.
- Expanded referral network through proactive relationship building with community partners, such as real estate agents and financial planners.
Insurance Sales Agent
State Farm - Mike Frantz
02.2020 - 02.2021
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Quoted and calculated premium rates for policies, using rate book, ECRM and calculator.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
Insurance Sales Agent
Allstate - Hector Dominguez
09.2018 - 02.2020
- Handled outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Sold auto, home, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Customer Service
State Farm - Juan Cazares
04.2017 - 09.2018
- Handled outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
- Quoted and calculated premium rates for policies, using rate book, and calculator.
Education
High School Diploma -
Business Education Technology Academy
Edinburg,Tx4 2012
Skills
- Organization and Time management
- Conflict resolution
- Good listening skills
- Customer service
- New Agent Training
- Team Training and Development
- Email Marketing
- Marketing Initiatives
- Insurance Sales Expertise
- Client Relationship Management
Timeline
Licensed Insurance Agent
Sentinel Integra Insurance
09.2021 - Current
Insurance Sales Agent
State Farm - Mike Frantz
02.2020 - 02.2021
Insurance Sales Agent
Allstate - Hector Dominguez
09.2018 - 02.2020
Customer Service
State Farm - Juan Cazares
04.2017 - 09.2018
High School Diploma -
Business Education Technology Academy
Similar Profiles
REBECA HERNANDEZREBECA HERNANDEZ
Customer Service Specialist at Integra Insurance Services InsuranceCustomer Service Specialist at Integra Insurance Services Insurance
Sonya AtsiayaSonya Atsiaya
Reservations, Logistics and Social Media Manager at SENTINEL SAFARIS AND SENTINEL MARA CAMPReservations, Logistics and Social Media Manager at SENTINEL SAFARIS AND SENTINEL MARA CAMP
Alexa McDowellAlexa McDowell
Sourcing Specialist at Sentinel Field ServicesSourcing Specialist at Sentinel Field Services
Juan AyalaJuan Ayala
911 Emergency Dispatcher at City Of Weslaco911 Emergency Dispatcher at City Of Weslaco
Magdalena OlivaMagdalena Oliva
Customer Service Representative at CVS HEALTH AETNACustomer Service Representative at CVS HEALTH AETNA