Animal lover
Hiker
Lover of arts and nature
Ana Zamora
Denver,CO
Summary
Successful and seasoned Insurance Agent with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Agency Principal
Zamora Insurance Agency
01.2020 - Current
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Promoted products and services using upselling and other sales strategies.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Cross-sold insurance products to existing clients to reach sales targets.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Insurance Sales Agent
Horace Mann Insurance Company
02.2013 - 01.2020
- Personal lines insurance sales- including home, auto, life and commercial policies specializing in the educator market
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- 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.
Insurance Sales Agent
MDC Holdings Inc
04.2010 - 01.2013
- Responsible for contacting homebuyers followed by closing the sale and finally issuing the policy
- Maintaining a large buyer database
- Excellent customer service skills are essential to daily operations; in addition, building relationships with mortgage and title companies is fundamental to reach agency sales goals
- The main objective of this position is to capture as many policies as possible
- Analyzed risk factors to recommend appropriate coverage levels.
Medical Interpreter
One World Translations
10.2009 - 04.2010
- Provide highest level of professionalism in interpretation and translation services to Spanish speaking patients
- Act as a liaison between medical staff and patients to assure quality care
- Explained hospital policies and procedures to provide assistance to patients with limited English proficiency.
- Translated procedural information to facilitate understanding between doctors and patients.
- Translated documents about treatment directions and helped non-English speaking patients fill out medical forms.
- Interpreted conversations simultaneously to help both parties conduct business, handle medical needs or manage personal concerns.
Producer and Member Services Specialist
USAA-United Services Automobile Association
01.2009 - 07.2009
- Company Overview: USAA is a company awarded for its world class service and is recognized for the rigorous training the company offers to its employees
- Provided initial response to all service requests of existing Auto and Property policies
- Educated members on the benefits of the company’s personal lines insurance products
- Performed underwriting analysis to evaluate risk acceptability and determine appropriate product pricing for adjustments to and renewals of existing policies
- Generated new business by identifying member’s needs and gaps in coverage
- USAA is a company awarded for its world class service and is recognized for the rigorous training the company offers to its employees
Insurance Sales Agent
MDC Holdings Inc
01.2002 - 01.2008
- Responsible for making contact with homebuyers followed by closing the sale and finally issuing the policy
- Followed up promptly with interested clients to close sales.
- Negotiated contracts and terms of sale with potential customers.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Broker Associate
Dick Weaver and Associates
01.2001 - 01.2002
- Real Estate Sales
- Arranged for inspections and surveys of sold properties.
- Prepared contracts and related documentation according to strict standards.
- Recorded supporting documentation for phone calls and written correspondence.
- Achieved consistent sales by promoting properties through advertisements, open houses and listing services.
Loan Originator
Santa Fe Mortgage
01.2001 - 01.2002
- Contacted prospect homebuyers and organized customized loan packages based on qualifications and underwriting guidelines
- Service the loans until fully closed
- Prioritized and organized workflow
- Increased loan closings within a diverse market
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
Licensed Insurance Producer
American Family Insurance
01.1999 - 01.2002
- Serviced and maintained an immense client base by tracking customer complaints, payments, billing questions or customer concerns
- Report daily to the office manager to keep strong communication between customers, office staff and the company’s administration
- Provided coverage option information to assist clients in protecting assets.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Exceeded corporate quotas for monthly policy sales.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Fraud Prevention Specialist
Travelers Express
01.1996 - 01.1999
- Specialized in Latin America money wire transactions
- Solved problems and complaints from agents and clients from international locations.
- Conducted research and interviews with relevant stakeholders to gather evidence and build case files.
- Contacted customers directly to notify of fraudulent activity and minimize impacts.
- Reviewed transactions and receipts to identify any suspicious activity.
Education
AAB -
University of Phoenix
Phoenix, AZ12.2013
Skills
- Detail oriented
- Top-rated sales performance
- Bilingual fluency in Spanish
- Client retention
- Product knowledge
- Social media savvy
- Relationship building and networking
- Operations management
Certification
- Colorado Property and Casualty Insurance Producer License
- Life and Health Insurance License - Colorado Department of Insurance.
Interests
Timeline
Agency Principal
Zamora Insurance Agency
01.2020 - Current
Insurance Sales Agent
Horace Mann Insurance Company
02.2013 - 01.2020
Insurance Sales Agent
MDC Holdings Inc
04.2010 - 01.2013
Medical Interpreter
One World Translations
10.2009 - 04.2010
Producer and Member Services Specialist
USAA-United Services Automobile Association
01.2009 - 07.2009
Insurance Sales Agent
MDC Holdings Inc
01.2002 - 01.2008
Broker Associate
Dick Weaver and Associates
01.2001 - 01.2002
Loan Originator
Santa Fe Mortgage
01.2001 - 01.2002
Licensed Insurance Producer
American Family Insurance
01.1999 - 01.2002
Fraud Prevention Specialist
Travelers Express
01.1996 - 01.1999
AAB -
University of Phoenix
Similar Profiles
Phillip VigilPhillip Vigil
Agency Principal at Zamora Insurance and Financial ServicesAgency Principal at Zamora Insurance and Financial Services
Anne Marie HuffAnne Marie Huff
Client Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance AgencyClient Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance Agency
Dawn LongoDawn Longo
Commercial Account Executive at Risman Insurance Agency/Hurley Insurance AgencyCommercial Account Executive at Risman Insurance Agency/Hurley Insurance Agency