Angela Villafranco
Houston
Summary
Dynamic insurance agent with Allstate Insurance Co, skilled in client relationship management and risk assessment. Proven track record in preparing customized insurance proposals and nurturing leads, resulting in increased client satisfaction. Adept at effective communication and negotiation, ensuring clients receive tailored coverage that meets their unique needs.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Insurance Agent
Allstate Insurance Co
Houston
01.2024 - Current
- Answer and manage incoming client calls with professionalism and efficiency
- Conduct timely follow-ups with prospective clients to nurture leads
- Gather and document client feedback to improve service delivery
- Schedule and coordinate client meetings
- Develop and maintain detailed client profiles
- Prepare and present customized insurance proposals
- Establish rapport with clients to understand their insurance needs fully
- Recommend appropriate insurance coverage based on individual risk assessments
- Research property details using the County Appraisal District databases
- Review and verify home information through online resources such as Google
- Clearly explain insurance coverages, terms, and deductibles to help clients make informed decisions
- Guide clients through the final steps of the insurance sales process to ensure successful onboarding
Realtor
Walzel Properties
Houston
12.2014 - Current
- Seek out potential clients through various methods like networking, marketing, advertising, and referrals.
- Understand their specific requirements, preferences, and financial situations.
- Assist through the entire transaction process, from offer to closing, ensuring all legal requirements are met.
- Research available properties and match them with the client's needs, providing detailed information about locations, home features, and market conditions.
- Have open houses and submit reports of the traffic to the client.
- Create offers for the client, negotiating offers, counteroffers, and other terms of sale.
- Advise the client on placing property in the market based on comparable properties.
- Provide reports of the market or current areas.
- Maintain a professional relationship with clients and colleagues.
- Provide closing details and ensure the client has completed the loan process.
- Attend closing with clients.
Account Executive | Loan Signing Agent
Monarch Title, Inc.
Fulshear
06.2017 - 08.2019
- Executed an outbound calling strategy to warm leads, establish connections with new customers to acquire new orders, and cultivate long-term.
- Be proactive in communicating and responding promptly to current and prospective customers
- Record notes into the RamQuest system and ensure that they provide clear.
- Modify the location and closing time on the schedule to accommodate the closing requirements of both the seller(s) and buyer(s).
- Organize networking events, develop and deliver presentations and classes to potential clients, groups, and targeted customers
Education
Real Estate License
Real Estate
Champions School Of Real Estate12-2014
High School Diploma -
Bellaire High School
Houston05-1999
Management
Business Administration
Houston Community CollegeSkills
- Client relationship management
- Insurance policy analysis
- Risk assessment
- Insurance proposal preparation
- Property research
- Market analysis
- Customer service
- Negotiation skills
- Effective communication
- Sales strategy development
- Financial analysis software
- Problem solving
- Attention to detail
- Lead development
- Licensed insurance agent
- Estimator
Languages
Spanish
Native/ Bilingual
Certification
- Real Estate
- Insurance Agent
Timeline
Insurance Agent
Allstate Insurance Co
01.2024 - Current
Account Executive | Loan Signing Agent
Monarch Title, Inc.
06.2017 - 08.2019
Realtor
Walzel Properties
12.2014 - Current
Real Estate License
Real Estate
High School Diploma -
Bellaire High School
Management
Business Administration