Angela Valencia
Miami,FL
Summary
Driven insurance professional with a proven track record at New York Life Insurance Co, excelling in insurance policy sales and building strong client relationships. Demonstrated success in exceeding sales targets through in-depth product knowledge and exceptional client service. Skilled in analyzing financial situations to tailor insurance solutions, significantly enhancing client satisfaction and retention.
Overview
10
10
years of professional experience
Work History
Life Insurance Agent
New York Life Insurance Co
2020.03 - 2022.11
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
Licensed Health Insurance Agent
Suramericana De Seguros
2012.09 - 2018.10
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
- Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
- Managed a diverse portfolio of health insurance accounts while consistently meeting sales targets and exceeding performance expectations.
- Verified insurance coverage by telephone and online to guarantee proper reimbursement of benefits and estimate patients' financial responsibilities.
Education
Diseño De La Comunicacion Grafica - Especialista En Comunicacion Organizacional
Universidad Autonoma De Occidente
Colombia06.2007
Skills
- Insurance Policy Sales
- In-depth product knowledge
- Building Relationships
- Client Service
- Prospecting clients
- Call Center Customer Service
Timeline
Life Insurance Agent
New York Life Insurance Co
2020.03 - 2022.11
Licensed Health Insurance Agent
Suramericana De Seguros
2012.09 - 2018.10
Diseño De La Comunicacion Grafica - Especialista En Comunicacion Organizacional
Universidad Autonoma De Occidente
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