Professional insurance consultant with proven experience in delivering tailored insurance solutions. Skilled in risk assessment, policy analysis, and client advisory services. Strong focus on team collaboration and achieving results. Adaptable to changing needs, with reputation for reliability and effective communication.
Overview
11
11
years of professional experience
Work History
Insurance Consultant
Automatic Data Processing, ADP
05.2022 - Current
Conducted thorough policy reviews for existing clients, identifying gaps in coverage and recommending appropriate solutions.
Mentored newly hired consultants, providing guidance on best practices for client relations and policy analysis.
Oversaw account management activities including billing inquiries, policy adjustments, and renewals to maintain high levels of client satisfaction.
Educated clients on insurance policies and procedures.
Educated clients on self-service options using ADP payroll platforms such a RUN and WorkForce Now.
Guided clients through carrier workers compensation audits and reviewed results with them to provide understanding
Sales Agency Producer
GEICO INSURANCE - PINON AGENCY
02.2021 - 05.2022
Improved client retention rates by providing exceptional customer service and addressing concerns promptly.
Analyzed risk factors to recommend appropriate coverage levels.
Generated leads through cold-calling, networking and other outreach methods.
Developed strong relationships with clients through clear communication and understanding of their objectives, resulting in repeat business.
Achieved consistent sales targets by utilizing effective prospecting techniques and maintaining a strong pipeline of potential clients.
Sales Manager
ALLSTATE INSURANCE - ZENIA CHAVEZ
08.2019 - 01.2021
Handled customer relations issues, enabling quick resolution, and client satisfaction.
Increased sales revenue by developing and implementing effective sales strategies.
Built long-lasting client relationships through excellent customer service and consistent followups.
Led a successful sales team by providing motivational coaching and performance-based incentives.
Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
Provided ongoing training and mentorship for junior sales staff, fostering professional development and career growth.
Attended industry events and conventions to expand sales opportunities.
Assisted in recruiting top talent for the sales team, contributing to a high-performing work environment.
Exceeded sales targets consistently, through strategic planning and execution of targeted sales initiatives.
Enhanced sales team morale and cohesion, organizing team-building activities and maintaining open communication channels.
Sales Agency Producer
ALLSTATE INSURANCE - ELSA HERNANDEZ
02.2018 - 08.2019
Secured new business opportunities by presenting compelling pitches that demonstrated the agency''s capabilities and expertise.
Met with customers to provide information about available products and policies.
Generated leads through cold-calling, networking and other outreach methods.
Improved client retention rates by providing exceptional customer service and addressing concerns promptly.
Developed strong relationships with clients through clear communication and understanding of their objectives, resulting in repeat business.
Generated additional sales opportunities with upselling and cross-selling techniques.
Lead Agency Producer
ALLSTATE INSURANCE ZENIA CHAVEZ
03.2014 - 02.2018
Developed strong relationships with clients through clear communication and understanding of their objectives, resulting in repeat business.
Analyzed customer needs to provide customized insurance solutions.
Generated leads through cold-calling, networking and other outreach methods.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Education
EL PASO COMMUNITY COLLEGE VALLE VERDE
El Paso, TX
09.2015
Diploma -
MONTWOOD HIGH SCHOOL
El Paso, TX
Skills
P&C Licensed
Life, Accident, & Health HMO Licensed
Proficient in Microsoft Office
Goal Oriented
Independent
Clerical Skills
Organized
Communication Skills
Fast-learner
Leadership Experience
ST. MARKS CATHOLIC CHURCH, Youth Group Member
Timeline
Insurance Consultant
Automatic Data Processing, ADP
05.2022 - Current
Sales Agency Producer
GEICO INSURANCE - PINON AGENCY
02.2021 - 05.2022
Sales Manager
ALLSTATE INSURANCE - ZENIA CHAVEZ
08.2019 - 01.2021
Sales Agency Producer
ALLSTATE INSURANCE - ELSA HERNANDEZ
02.2018 - 08.2019
Lead Agency Producer
ALLSTATE INSURANCE ZENIA CHAVEZ
03.2014 - 02.2018
Diploma -
MONTWOOD HIGH SCHOOL
EL PASO COMMUNITY COLLEGE VALLE VERDE
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