ANGELA ROCHA
Sacramento,CA
Summary
Motivated and driven professional seeking new challenges to further enhance skills and contribute to company success. Demonstrates a strong work ethic, adaptability, and exceptional interpersonal skills. Proven ability to work autonomously and quickly acquire new skills. Committed to meeting company needs through consistent and organized practices. Thrives in high-pressure environments and excels at adapting to new situations and challenges to strengthen the organizational brand.
Overview
21
21
years of professional experience
Work History
Multi-Line Insurance Agent/Office Manager
State Farm Insurance Inc
07.2018 - Current
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Utilized CRM software to manage client relationships.
- Maintained high standards of customer service by building relationships with clients.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
Multi-Line Insurance Agent
State Farm Insurance Inc
07.2017 - 07.2018
- Generated quotes and proposals for clients to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Medicare Sales Agent/Pharmacy Customer Service Representative
CareZone Medicare Sales
07.2015 - 07.2017
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Finalized sales and collected necessary deposits.
- Established and maintained patient profiles, updating organizational database with current information.
- Verified prescription information prior to entry in pharmacy computer system.
- Assisted pharmacist by filling prescriptions for customers and responding to patient questions regarding prescription and medication-specific issues.
Multi-Line Insurance Agent/Office Manager
State Farm Insurance Inc
01.2003 - 07.2015
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
Education
Insurance & Financial Services - Insurance
AD Banker
Sacramento, CA07-2003
High School Diploma -
American Legion High School
Sacramento, CA02-1995
Skills
- Goal-Oriented
- Efficient in Salesforce, Microsoft Office, Slack, Zoom, Toggle and Google Drive
- Works efficient remotely and independently
- Experience in both, a customer facing role and non-face to face role
- Underwriting Knowledge
- Ethical Conduct
- Self-Motivation
- Account Management
- Insurance Sales Expertise
- Negotiation and Persuasion
Timeline
Multi-Line Insurance Agent/Office Manager
State Farm Insurance Inc
07.2018 - Current
Multi-Line Insurance Agent
State Farm Insurance Inc
07.2017 - 07.2018
Medicare Sales Agent/Pharmacy Customer Service Representative
CareZone Medicare Sales
07.2015 - 07.2017
Multi-Line Insurance Agent/Office Manager
State Farm Insurance Inc
01.2003 - 07.2015
Insurance & Financial Services - Insurance
AD Banker
High School Diploma -
American Legion High School
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