ANGELA OCHOA
Summary
Seeking a position to succeed in a stimulating and challenging environment. Building the success of the company while I experience advancement opportunities. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
7
7
years of professional experience
Work History
Personal Lines Account Manager II
USAA Insurance
09.2023 - Current
- Collaborated with sales team to cross-sell additional products, resulting in expanded portfolio offerings and increased revenue.
- Finalized sales and collected necessary deposits.
- Calculated premiums and established payment methods for sales.
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
Quality Control Customer Service Representative
Blend Insurance Agency
07.2020 - 06.2023
- Process customer and carrier change requests via email or by calling the call center in a timely & professional manner to complete the changes
- Provide expanded account service for customers including policy changes, endorsements, cancellations, reinstatements withing the agency and insurance companies' system
- Document and audit files for each customer's policy along with notating each customer file to make sure all information is correctly inputted on the database system.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
Insurance Agent • Customer Service Representative
Allstate
09.2019 - 07.2020
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Provided assistance to customer by responding to inquiries regarding insurance availability, eligibility, policy coverage changes, and billing clarification.
- Developed leads, schedule appointments, identify customer needs, and market appropriate products and services
- Sold auto, home, Earthquake, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Insurance Agent • Customer Service Representative
Fred Loya Insurance
01.2017 - 09.2019
- Followed up with customers on quotes, renewals and cancellations. Processed payments, endorsements and sold automobile policies on a daily basis
- Generated leads through cold-calling, networking and other outreach methods.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
Education
High School Diploma -
Miguel Contreras Learning Complex
Los Angeles, CA06.2012
Skills
- Bilingual- English and Spanish Speaker
- Great Communication Skills
- Fast Learner, Team Player with Reliability
- Skilled with Microsoft Word, familiar with Salesforce and Ezlynx
- CRM Software
- Relationship Building
- Client Retention
Awards
- Highest retention at 93% retaining the book of business
- Active Property and Casualty License
References
Available upon request.
Timeline
Personal Lines Account Manager II
USAA Insurance
09.2023 - Current
Quality Control Customer Service Representative
Blend Insurance Agency
07.2020 - 06.2023
Insurance Agent • Customer Service Representative
Allstate
09.2019 - 07.2020
Insurance Agent • Customer Service Representative
Fred Loya Insurance
01.2017 - 09.2019
High School Diploma -
Miguel Contreras Learning Complex