Antonio Vasquez
Brentwood,NY
Summary
Detail-oriented Insurance Sales Agent aiming to leverage 7 years of team development and client retention support growth and client satisfaction. Excellent history of increasing revenue while protecting client assets by delivering individualized policy and product recommendations. Dynamic and decisive leader with excellent planning and problem-solving abilities. Ready to pursue new professional challenges and career advancement with growing company. 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. To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Hardworking and driven to work quickly and effectively on projects in all types of environments.
Overview
10
10
years of professional experience
Work History
Independent Insurance Agent
PRIMERICA FINANCIAL SERVICES
Hauppauge, NY
01.2015 - Current
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Sold auto, home, life and other various insurance products to individuals and groups.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Personal Secretary
Jade Physical Therapy And Chiro.
Huntington, NY
03.2016 - 05.2017
- Drafted professional memos, letters and marketing copy to support business objectives and growth.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Received and routed business correspondence to correct departments and staff members.
- Monitored premises, screened visitors, updated logs and issued passes to maintain security.
- Responded to inquiries from callers seeking information.
- Provided clerical support to company employees by copying, faxing and filing documents.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
- Maximized clerical staff productivity by reorganizing training program and effectively supervising 5 employees.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Completed forms, reports, logs and records to quickly handle all documentation for human resources.
- Used Word,Excel to prepare various correspondence, reports and other written material.
Education
Central Islip Senior High School
Central Islip, NYFinancial Services
PFSU
Atlanta, GA05.2015
Skills
- Client needs analysis
- Quote information
- Quotes and sales
- Underwriting and adjustments
- Policy renewals
- Life insurance
- Auto insurance
- Account management
- Knowledgeable in all systems
- Risk mitigation
- Stop-loss policies
- Business planning
- Negotiation
- Operations management
- Cultural Awareness
- Spanish translation
Timeline
Personal Secretary
Jade Physical Therapy And Chiro.
03.2016 - 05.2017
Independent Insurance Agent
PRIMERICA FINANCIAL SERVICES
01.2015 - Current
Central Islip Senior High School
Financial Services
PFSU