Andrea Lopez
Tyler
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
25
25
years of professional experience
Work History
Licensed Insurance Agent/Seasonal Trainer
Health Plan One
07.2021 - Current
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Provided coverage option information to assist clients in protecting assets.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Utilized CRM software to manage client relationships.
- Created detailed reports for management to track performance and sales.
Seasonal Trainer
Health Plan One
07.2021 - Current
- Mentored new hires, resulting in stronger staff development and increased productivity.
- Monitored and reported trainee progress, introducing new learning tools to address individual needs.
- Analyzed team performance and identified opportunities for additional training.
- Delivered instructional presentations on equipment use, focusing on efficiency and safety.
- Monitored participant workflow and behaviors throughout training process.
- Tracked attendance and evaluated progress for assigned trainees.
- Developed individualized training plans to achieve staff readiness.
- Educated clients on proper use of products and systems.
- Implemented diverse instructional methods, optimizing trainee engagement.
- Introduced standardized training for cohesive learning environments.
- Performed continuous evaluations of content and plans to enhance delivery and improve effectiveness.
- Supported productivity increase and business growth through new hire training and mentoring.
Branch Manager
CitiFinancial
12.1998 - 07.2009
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
- Complied with regulatory guidelines and requirements.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Resolved various issues impacting sales management and business operations.
- Generated financial and operational reports to assist management with business strategy.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Implemented service improvements to enhance sales cycle.
- Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
- Examined customer loan applications for loan approvals and denials.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
- Evaluated project applications and verified with outline specifications to approve, reject and recommend adjustments.
Skills
- Policy Management Expertise
- Insurance Coverage Review
- Annual Reviews
- Client Service
- Customer Service and Assistance
- Claims Reporting Systems
- Business Planning
- New Agent Training
- Team Training
- Operational Efficiency
- Consultative Selling Techniques
- Quotes and Sales
- Insurance Industry Knowledge
- Insurance Eligibility
- Consultative Sales Approach
- Policy Writing
- Medicare Compliance
- Licensing Requirements
- Benefits Explanations
- Team Meetings
- Policy Feature Explanations
- Form Completion and Submission
Timeline
Licensed Insurance Agent/Seasonal Trainer
Health Plan One
07.2021 - Current
Seasonal Trainer
Health Plan One
07.2021 - Current
Branch Manager
CitiFinancial
12.1998 - 07.2009