Ana Salazar
Nederland,Tx
Summary
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Agency Producer
Farmers Insurance Agency
07.2024 - Current
- Managed multiple projects simultaneously, ensuring deadlines were met and budgets were maintained.
- Improved client retention rates by providing exceptional customer service and addressing concerns promptly.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Met with customers to provide information about available products and policies.
- Calculated premiums and established payment methods for sales.
- Collected premiums on or before effective date of coverage.
- Finalized sales and collected necessary deposits.
- Analyzed risk factors to recommend appropriate coverage levels.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Assisted customers with returns, refunds and resolving transaction issues.
- Handled sensitive information securely while processing payments through various methods including cash, checks, money orders, cashiers checks and credit/debit cards.
- Resolved customer complaints professionally, leading to improved customer relations and loyalty.
- Processed customer orders and accurately handled payment transactions.
Receptionist
5 Point Credit Union
09.2023 - 06.2024
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Kept reception area clean and neat to give visitors positive first impression.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
- Corresponded with clients through email, telephone, or postal mail.
- Handled sensitive information with discretion while maintaining strict confidentiality standards.
- Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory.
- Maintained visitor log for entering and leaving facility for security purposes.
- Assisted foreign language-speaking clients with inquiries.
Insurance Agent
Farmers Insurance Company
Port Arthur TX, Texas
01.2015 - 11.2019
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Streamlined renewal process, making it easier for clients to update and maintain their policies.
- 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.
- Finalized sales and collected necessary deposits.
- Collected premiums on or before effective date of coverage.
- Generated quotes and proposals for clients to match individual needs.
- Effectively managed multiple accounts simultaneously, prioritizing tasks based on urgency and importance.
Education
High School Diploma -
West Point Beemer High School
West Point, NE05-2009
Skills
- Customer service
- Financial administration
- Teamwork and collaboration
- Problem-solving
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking Abilities
- Excellent communication
- Organizational skills
- Professionalism
- Billing inquiries
Certification
- General Lines Agent
Property and Casualty, Life, Accident, Health & HMO
- License Number 1988937
- Issued 03/20/2015- Present
Languages
Spanish
Native or Bilingual
Timeline
Agency Producer
Farmers Insurance Agency
07.2024 - Current
Receptionist
5 Point Credit Union
09.2023 - 06.2024
Insurance Agent
Farmers Insurance Company
01.2015 - 11.2019
High School Diploma -
West Point Beemer High School
Similar Profiles
Tina ReedTina Reed
Licensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCYLicensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCY
Gretchen McFaddenGretchen McFadden
Customer Service Representative Assistant at Farmers Insurance - Skipper Insurance AgencyCustomer Service Representative Assistant at Farmers Insurance - Skipper Insurance Agency
Joey RembiszJoey Rembisz
Insurance Producer at Farmers Insurance AgencyInsurance Producer at Farmers Insurance Agency
Jackie CreverJackie Crever
Insurance Agency Owner at Farmers Insurance AgencyInsurance Agency Owner at Farmers Insurance Agency
Siloe R. MartinezSiloe R. Martinez
Scaffold Assistant / Office Support at Brown & RootScaffold Assistant / Office Support at Brown & Root