Ashley Torres
Rialto,CA
Summary
Accomplished Office Manager at Barajas Insurance Agency, Allstate Insurance, adept in office administration and customer relations, enhanced team productivity, and consistently exceeded sales quotas. Leveraged organizational skills and a commitment to exceptional service to expand client base and foster loyalty. Cultivated a positive work environment, driving employee retention and client satisfaction.
Overview
9
9
years of professional experience
Work History
Office Manager
Barajas Insurance Agency, Allstate Insurance
01.2016 - Current
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Managed compliance to keep organization operating within legal and regulatory guidelines.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Designed presentations and marketing materials to promote insurance products.
- Conducted research and identified market trends to develop better strategies for sales.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Negotiated contracts and terms of sale with potential customers.
- Monitored customer feedback and identified areas of improvement.
- Identified and solicited sales prospects in agency databases.
- Conducted annual reviews of existing policies to update information.
- Collected premiums on or before effective date of coverage.
- Finalized sales and collected necessary deposits.
- Generated leads through cold-calling, networking and other outreach methods.
- Analyzed risk factors to recommend appropriate coverage levels.
- Calculated premiums and established payment methods for sales.
- Met with customers to provide information about available products and policies.
- Analyzed customer needs to provide customized insurance solutions.
- Educated clients on insurance policies and procedures.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Streamlined office operations by implementing efficient filing systems and organizational strategies.
- 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 high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Researched and identified potential new markets.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Utilized CRM software to manage client relationships.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Education
GED -
MIRA LOMA CHRISTIAN SCHOOL
Riverside, CA01.2009
Skills
- Customer Service
- Office Management
- Organizational Skills
- Office Administration
- Excellent multi-tasking ability
- Customer Relations
- Billing
- Clear oral/written communication
- Data Entry
- Staff Management
- Employee Supervision
- Employee Training
Languages
Spanish
Native or Bilingual
Timeline
Office Manager
Barajas Insurance Agency, Allstate Insurance
01.2016 - Current
GED -
MIRA LOMA CHRISTIAN SCHOOL
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