Accomplished Licensed Sales Broker adept at growing business through deep knowledge of Property & Casualty and Commercial Insuance with strong relationship-building abilities. Leveraging over 15 years of experience to generate profits and dividends.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Licensed Sales Producer Broker
Compass Insurance Agency - Brokerage -
11.2022 - Current
Educated clients on insurance policies and procedures.
Analyzed customer needs to provide customized insurance solutions.
Generated leads through cold-calling, networking and other outreach methods.
Evaluated competitors' products and services to gain competitive advantage.
Researched and identified potential new markets.
Developed and implemented promotional strategies to increase customer base.
LSP (Licensed Sales Producer) /Manager
Allstate State Insurance Mauricio Alvarado Agency
01.2020 - Current
Maintained friendly and professional customer interactions.
Assessed employee performance and developed improvement plans.
Met deadlines by proactively managing individual and team tasks and streamlining processes.
Engaged employees in business processes with positive motivational techniques.
Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Launched new training program to boost employee skills and staff retention rate.
LSP (Licensed Sales Producer)
Allstate Insurance Steve Robertson Agency
10.2018 - 01.2020
Managed customer accounts to secure customer satisfaction and repeat business.
Trained and mentored new sales representatives.
Retained excellent client satisfaction ratings through outstanding service delivery.
Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
Developed and implemented sales strategies to increase profits.
Generated new leads through networking and attending industry events.
Education
Bachelor of Science - Early Childhood Education
Universidad Latina De Costa Rica
Panama City Of Panama
10.1993
Skills
Policy Adjustment Knowledge
Profit Maximization
Insurance Eligibility
Property and Casualty Insurance Sales
Insurance Product Expertise
Administrative Support
Underwriter Collaboration
Certification
Property & Casualty CA License - Current
Life CA License- Current
Languages
Spanish
Native or Bilingual
Timeline
Licensed Sales Producer Broker
Compass Insurance Agency - Brokerage -
11.2022 - Current
LSP (Licensed Sales Producer) /Manager
Allstate State Insurance Mauricio Alvarado Agency
01.2020 - Current
LSP (Licensed Sales Producer)
Allstate Insurance Steve Robertson Agency
10.2018 - 01.2020
Bachelor of Science - Early Childhood Education
Universidad Latina De Costa Rica
Property & Casualty CA License - Current
Life CA License- Current
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