Results-driven insurance professional with proven expertise in client acquisition, relationship management, and exceeding sales targets. Committed to delivering exceptional service and tailored solutions for diverse client needs.
Overview
3
3
Languages
1
1
Certification
8
8
years of professional experience
Work History
Insurance Agent
Weinsure
07.2025 - Current
Provided accurate quotes and policy recommendations based on client assessments.
Educated clients on policy options, coverage details, and risk management strategies.
Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
Built and maintained relationships with clients to understand insurance needs.
Assisted clients in navigating claims processes, ensuring timely resolutions.
Handled renewals, cancellations, and underwriting issues to keep policies active.
Insurance Agent
Lemonade
01.2022 - 07.2025
Analyzed market trends to identify new opportunities for sales growth.
Conducted regular follow-ups to ensure client satisfaction and retention.
Collaborated with team members to enhance service delivery and operational efficiency.
Implemented best practices for documentation and client record management.
Early sales team for Lemonade, made a lot of warm and cold leads to expand the name's brand and services.
Insurance Agent
Travelers
10.2018 - 07.2022
Improved client retention rates with exceptional service and timely follow-up on policy inquiries and adjustments.
Analyzed market trends to identify new opportunities for sales growth.
Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
Reduced policy lapses by establishing a proactive communication strategy to educate clients on the importance of continuous coverage.
Utilized CRM software, such as EPIC, to manage client relationships.
Education
Bachelor of Science - Business
The University of Texas At Austin
Austin, TX
11-2012
Skills
Licensed: General Lines - Property & Casualty G289942