Results-driven insurance agent with proven expertise in client retention and policy renewals. Committed to enhancing customer satisfaction through exceptional service and effective issue resolution.
Overview
1
1
Language
7
7
years of professional experience
Work History
Insurance Agent
PGI-Gutierrez Financial Inc.
Aurora, CO
02.2022 - Current
Managed client accounts, providing ongoing support and addressing inquiries efficiently.
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Trained new agents on best practices in sales techniques and client relationship management.
Customer Service Representative
Unique Home Designs LLC
Aurora, CO
01.2020 - 02.2022
Organized materials and tools, enhancing workflow efficiency for construction teams.
Loaded, unloaded, and moved materials to and from storage and production areas.
Developed and maintained filing systems for improved document retrieval and organization.
Managed filing system, entered data and completed other clerical tasks.