Alriza Escamilla
Kent
Summary
Dynamic Insurance Agent with AO Globe Life American Income Life, excelling in client relationship management and data analysis. Achieved sales targets through strategic presentations and effective follow-up, while enhancing processes and customer satisfaction. Committed to continuous professional development, leveraging statistical software to drive informed decision-making and improve service delivery.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Agent
AO Globe Life American Income Life
Kent
01.2015 - Current
- Performed administrative tasks such as filing paperwork or updating databases.
- Created reports on sales activities, customer feedback, and other relevant data.
- Attended educational seminars and conferences to stay up-to-date on industry trends.
- Identified areas of improvement within the company's processes and procedures.
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Collaborated with other departments such as underwriting or claims processing teams.
- Resolved customer issues in a timely manner while providing excellent customer service.
- Maintained records of client information, including policies and payment history.
- Pursued continued professional development through insurance workshops, course and webinars.
- Achieved sales targets through effective client presentations and follow-up.
- Stayed current with life insurance market trends and regulatory changes.
- Participated in professional development opportunities to enhance insurance knowledge and sales skills.
- Developed prospects from current commercial customers, referral leads or sales or trade meetings.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Assisted clients with claims processes, providing guidance and support.
Education
Bachelor of Science - Psychology
Franklin University
Columbus, OHSkills
- Data analysis
- Research methodology
- Statistical software
- Client relationship management
- Project management
- Report writing
Affiliations
- CrossFit and Hyrox competitions
Accomplishments
- 2019 Employee of the Year, Altig American Income Life
- Caller of the Quarter Award, Altig American Income Life
- Supervisor, Add-ons Department Altig American Income Life (2016-2024)
- Manager, Add-ons Department Altig American Income Life (2017-2018)
Certification
- Licensed Insurance Agent
Languages
Tagalog
Native/ Bilingual
Custom
I am always energetic and eager to learn new skills. I am able to handle multiple tasks on a daily basis and have experience working as part of a team and individually. I am motivated and always coming up with innovative ideas.
References
References available upon request.
Timeline
Insurance Agent
AO Globe Life American Income Life
01.2015 - Current
Bachelor of Science - Psychology
Franklin University
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