ANA VILLA
Austin,TX
Summary
Dynamic insurance agent with expertise in client relations and tailored insurance solutions. Proven track record in negotiation and account management, driving client retention and satisfaction.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Insurance Agent
Pronto Insurance Company
Austin, TX
07.2025 - Current
- Developed tailored insurance solutions to meet diverse client needs.
- Conducted thorough policy reviews to ensure compliance and accuracy.
- Facilitated client education on coverage options and claims processes.
- Analyzed market trends to identify opportunities for product enhancements.
- Led initiatives to improve client retention through personalized follow-ups and support.
- Collaborated with underwriting teams to assess risk and determine appropriate coverage levels.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Cross-sold insurance products to existing clients to reach sales targets.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Loan Officer Assistant
Texas Car Title And Payday Loan Services
Round Rock, TX
01.2022 - 07.2024
- Assisted loan officers in processing applications and ensuring compliance with regulations.
- Coordinated communication between clients and financial institutions to expedite loan approvals.
- Maintained accurate records of client interactions and loan documentation for auditing purposes.
- Reviewed loan applications for completeness and flagged discrepancies for resolution.
- Streamlined workflow processes, reducing turnaround time on loan approvals by improving document management.
- Answered inquiries and provided superior customer service to clients.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Set up files using loan officer checklist and submitted on-time for processing.
- Managed customer relations, ensuring timely communication of loan status updates for increased client retention.
Assistant Manager
Leslie's Pool Supplies
Austin, TX
09.2019 - 09.2021
- Supervised daily operations to ensure optimal customer service and product availability.
- Trained and mentored staff in sales techniques and product knowledge to enhance team performance.
- Streamlined inventory management processes, reducing discrepancies and improving stock accuracy.
- Developed promotional strategies that increased seasonal sales through targeted marketing efforts.
- Analyzed sales data to identify trends, informing inventory purchasing decisions for improved profitability.
- Collaborated with management to implement operational improvements, enhancing overall store efficiency.
- Resolved customer complaints effectively, fostering a positive shopping experience and increasing customer loyalty.
CSR, Sales
Maximus Call Center
Austin, TX
06.2018 - 09.2019
- Managed inbound customer inquiries, providing accurate product information and resolving issues effectively.
- Contributed to team objectives in fast-paced environment.
- Utilized CRM software to track customer interactions and streamline follow-up processes.
- Maintained comprehensive knowledge of company products to deliver informed support to clients.
- Educated customers on product features, benefits, pricing options, warranties, promotions, financing structures available during purchase decision-making process.
Education
High School Diploma -
DEL VALLE HIGH SCHOOL
Del Valle, TX03-2017
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Client relations
- Account management
- Client needs analysis
- Upselling
- Negotiation
- Marketing management
- HIPAA compliance
- Leads prospecting
- Marketing strategies
- Cold calling
- Critical thinking
- Data entry
- Billing procedures
- Document control
- Sales reporting
Certification
LIMITED LINES AGENT
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Insurance Agent
Pronto Insurance Company
07.2025 - Current
Loan Officer Assistant
Texas Car Title And Payday Loan Services
01.2022 - 07.2024
Assistant Manager
Leslie's Pool Supplies
09.2019 - 09.2021
CSR, Sales
Maximus Call Center
06.2018 - 09.2019
High School Diploma -
DEL VALLE HIGH SCHOOL