Aquilina Estrada Valdez
Granada Hills,California
Summary
Accomplished Licensed Insurance Agent with a proven track record at Politi Insurance Agents & Brokers Inc, adept at policy management and client retention. Leveraging exceptional sales skills and customer service, I excel in analyzing customer needs to upsell effectively, achieving a significant increase in insurance sales. Fluent in Spanish, my leadership and CRM software proficiency ensure optimal service and team collaboration.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Politi Insurance Agents & Brokers Inc
Chatsworth, CA
02.2020 - Current
- Monitored renewals of existing policies and followed up with customers prior to expiration dates.
- Participated in training sessions designed to keep staff up-to-date on current developments in the field.
- Maintained pleasant and cordial attitude, remaining calm when issues arose.
- Fulfilled requests for title documentation, letters of permission and insurance claims.
- Responded to customer inquiries and problems to promote great service.
- Analyzed customer needs and provided best options, upselling products and services.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Prepared proposals and conducted closing interviews to increase insurance sales.
Front Office Manager
Brilliant Business Insurance Inc.
Chatsworth, CA
10.2014 - 05.2019
- Maintained the office tidy.
- Preparing payroll.
- Maintained all the Insurance companies Contact Skills Currently information update it.
- Maintained Management System updates it as well as all computers, printers,and scanners.
- Receive,distribute and answer the mail.
- Review the new and renewed policies that are complete in the file.
- Deposit checks to the bank.
- Issue Trust checks to pay the insurance companies. for insurance premiums and endorsements of the active policies.
- Issue Certificates of Insurance for Insured.
- Issue Endorsement for Insured.
- Sale Personal and Commercial policies.
- Mail cancellation letters, Non-renew or any document Languages to Insured.
- Provide anything the office agents need.
- Support in everything the agents need.
- Send the insured Thanks letter for their business.
Customer Service Agent
GM Insurance Services.
Burbank, CA
02.2012 - 09.2014
- Sell a variety of insurance products.
- Make an endorsement to active policies.
- Explain the features of policies and both the advantages and disadvantages of various policies.
- Review policies and ensure all brokers follow insurance company guidelines
Education
GED -
Pacoima Skills Center
Pacoima, CA02.2008
Skills
- Excellent Customer Service and relation skills
- Exceptional sales skills
- Able to work with a team
- Capable of problems solving
- Strong leadership and organizational skills
- Computer Skills
- Spanish Speaker
- Client Service
- Client Retention
- Policy Adjustment Knowledge
- Policy Management
- Account Management
- Policy Renewals
- Client Relations
- CRM Software
Certification
- Property & Casualty Broker-Agent. California Department of Insurance
Languages
Spanish
Professional
Affiliations
- Spanish Health Promoter. Providence Health & Services.
Timeline
Licensed Insurance Agent
Politi Insurance Agents & Brokers Inc
02.2020 - Current
Front Office Manager
Brilliant Business Insurance Inc.
10.2014 - 05.2019
Customer Service Agent
GM Insurance Services.
02.2012 - 09.2014
GED -
Pacoima Skills Center
- Property & Casualty Broker-Agent. California Department of Insurance
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