Arianna Delgadillo
Everquote
San Antonio,United States
1
Language
1
Certification
7
years of professional experience
Professional insurance sales expert with significant experience and preparedness for this role. Demonstrates strong focus on team collaboration and achieving results, adapting smoothly to changing needs. Skilled in client relationship management, policy analysis, and effective communication. Known for reliability, integrity, and strategic problem-solving.
Work History
Licensed Insurance Sales Professional
2 Years 10 Months- Developed tailored insurance solutions to meet client needs and maximize policyholder satisfaction.
- Conducted comprehensive risk assessments to identify coverage gaps and recommend appropriate products.
- Led training sessions for new team members on product knowledge and sales techniques.
- Collaborated with underwriting teams to ensure accurate evaluation of client applications and claims processing.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Licensed Insurance Producer
4 Years 5 Months- Assessed customer needs and recommended tailored products to fulfill specific requirements.
- Identified customers' needs and suggested targeted products to meet requirements.
- Prospected leads and contacted potential customers to build connections and book appointments.
- Established strong relationships to retain existing customers and find new prospects.
- Cultivated relationships to enhance customer retention and identify new business opportunities.
- Analyzed products, pricing, and policy features to effectively address customer inquiries and needs.
Transfer Agent
4 Months- Consulted with customers on fluctuations in securities plans and account values, enhancing their understanding and decision-making.
- Guided clients in developing personalized financial plans to meet their goals.
Front Desk Receptionist/Insurance
8 Months- Monitored company emails, responded to customer inquiries, and directed messages to relevant staff.
- Monitored company emails, replied to customers, and forwarded messages to appropriate parties.
- Cleaned and organized lobby and reception areas to ensure a welcoming environment for guests. lobby and reception areas to maximize guest comfort.
- Approached all encounters with guests and associates in a friendly and service-oriented manner.
- Cleaned and organized lobby and reception areas to maximize guest comfort.
- Executed copying, faxing, and printing tasks to streamline document organization and distribution.
Medical Assistant
1 Year 9 Months- Cleaned, prepared, and maintained examination rooms and treatment areas to ensure readiness for patient care.
- Interviewed patients to obtain medical information and document vital signs.
- Interviewed patients to obtain medical information and accurately document vital signs, enhancing patient records for clinical use.
- Maintained and updated patient information and vital signs in electronic medical records or hospital databases.
- Cleaned, prepared, and maintained examination rooms and treatment areas.
- Executed diverse administrative tasks in a fast-paced medical environment., including maintaining files, verifying insurance claims on behalf of patients, and scanning documents.
Education
High School Diploma
No Degree - Marine Biology
Skills
Licensed insurance agent
Sales quota achievement
Cold calling
Client relationship building
Client documentation
Risk assessment
Performance tracking
Organization
Time management
Problem-solving
Task prioritization
Certification
- P&C License - 01/19/2022
Languages
Spanish, Bilingual
Timeline
Licensed Insurance Sales Professional
USAA Federal Savings Bank
10.2023 - CurrentRead More
Licensed Insurance Producer
Everquote
03.2022 - CurrentRead More
Transfer Agent
Everquote
11.2021 - 03.2022Read More
Front Desk Receptionist/Insurance
Juan Carlos Garza Family Practice
01.2021 - 09.2021Read More
Medical Assistant
Juan Carlos Garza Family Practice
12.2019 - 09.2021Read More
Oliver Wendell Holmes
High School Diploma
Read More
Texas A&M University Galveston
No Degree from Marine Biology
Read More