Audrey Hernandez
Insurance Sales Agent
Meridian,Idaho
Summary
Detail-oriented Insurance Sales Agent eager to utilize an aptitude for client satisfaction and retention to contribute to the World Financial Group's mission. Bringing 3 years of asset protection expertise and policy adjustment knowledge to add value to an insurance agent's role. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
20
20
years of professional experience
Work History
Licensed Insurance Educator
World Financial Group, Inc.
03.2022 - Current
- Pursued continued professional development through insurance workshops, course and webinars.
- Upsold products to policyholders and potential new clients.
- Delivered individualized support and broad knowledge of company services to individuals with varying needs.
- Coordinated appointments and consultations with clients to identify individual needs and gain better understanding of overall financial situations.
- Products to bring targeted
Agent
Bankers Life Insurance Company
02.2021 - 05.2021
- Upsold products to policyholders and potential new clients.
- Professional development through insurance Licensed Insurance and management to promote asset protection.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Analyzed customer needs and provided best options, upselling products and services.
- Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- IDPursued continued Agentworkshops, course and webinars.
Administrative Assistant
Investment Resources of America
06.2016 - 10.2019
- Developed administrative processes to achieve organizational objectives.
- Physical and digital files, monitored spreadsheets and updated materials.
- And improve office efficiency.
Temporary Agency Employee
Adecco Staffing Agency
03.2013 - 06.2016
- Directed customer communication to appropriate department personnel.
- Assisted coworkers with special projects to learn new tasks while gaining additional responsibilities.
- Prepare orders.
- Monitored product inventory levels to support completion of order requests and audits.
- Inventoried items with daily cycle counts and monthly audits and investigated discrepancies to maximize data accuracy.
- Rotated date-sensitive [Type] stock to front of rack and removed outdated inventory.
- Employed first-in-first-out protocols to reduce waste.
Teacher's Aide
Riverside County Office of Education
09.2006 - 12.2012
- Assisted instructional staff with implementing lessons and activities for full classes and small groups.
- Supported classroom teachers by managing files, preparing materials and updating records.
- Supervised children on field trips to maintain safety and foster cultural learning experiences.
- Sorted and shelved books to help manage materials and free up teachers for more important work.
- Instructed and monitored students in use and care of school equipment and materials to prevent injuries and damage.
- Observed student performance and recorded relevant data to assess progress.
- Enforced rules for behavior and procedures to maintain order among classes.
- Supervised children and participated with children in activities.
Education
Some College (No Degree) - Accounting And Business Management
Chaffey College
Rancho Cucamonga, CAHigh School Diploma - undefined
Fontana High School
Fontana, CA01-1978
Skills
Team development and training
Renewal of policies
Strategic insurance sales
Marketing via email
Interviewing clients effectively
Analyzing insurance programs
Management of time resources
Information gathering for claims processing
Written and verbal communication skills
Clear policy feature explanations
Critical thinking skills in practice
Service-oriented mindset
Assessment of financial needs
Timeline
Licensed Insurance Educator
World Financial Group, Inc.
03.2022 - Current
Agent
Bankers Life Insurance Company
02.2021 - 05.2021
Administrative Assistant
Investment Resources of America
06.2016 - 10.2019
Temporary Agency Employee
Adecco Staffing Agency
03.2013 - 06.2016
Teacher's Aide
Riverside County Office of Education
09.2006 - 12.2012
High School Diploma - undefined
Fontana High School
Some College (No Degree) - Accounting And Business Management
Chaffey College