BLANCA HIGUERA
CA,CA
Summary
Dedicated, hard working and professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Highly motivated and personable professional with strong interpersonal and communication skills. Possesses essential industry knowledge in life insurance products and policy underwriting, coupled with proficiency in client needs analysis and sales techniques. Dedicated to helping clients secure their financial future and achieve peace of mind through tailored insurance solutions.
Offering excellent communication and interpersonal skills with natural ability to build rapport and trust. Brings capacity to quickly understand life insurance products and regulatory requirements while mastering policy sales and client management. Ready to use and develop skills in customer relationship building and policy explanation in customer service role.
Overview
1
1
year of professional experience
Work History
Licensed Life Insurance Agent
Primerica
04.2024 - Current
- Company Overview: Life Insurance
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants
- Prepared documents for underwriting by verifying client income, credit reports and other information
- Life Insurance
- Developed targeted marketing strategies to attract new clientele and expand overall business growth.
- Streamlined the application process for clients, ensuring timely submission and approval of life insurance policies.
- Educated clients on the importance of life insurance as part of their overall financial planning strategy.
- Exceeded sales targets consistently, contributing to the overall success of the agency or firm.;
- Maintained detailed records of client interactions and policy updates, ensuring accurate documentation at all times.
- Maintained high standards of customer service by building relationships with clients.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Educated clients on insurance policies and procedures.
Authorized Dealer
Brinks Home Security
01.2024 - 03.2024
- Selling product or services to customers, and representing the brand
- Asking questions to pinpoint the best offerings, giving demos or presentations, and maintaining customer relationships
- Reaching out to potential leads through a variety of channels, such as email, phone, text and social media
- Boosted customer satisfaction by providing exceptional product knowledge and personalized service to clients.
- Increased client retention rates by offering timely follow-up services and troubleshooting assistance when needed.
- Implemented improvement initiatives to enhance sales performance and meet targets and objectives.
Education
Associate In Engineering - Technology: Architectural Drafting Technology
National Education Center
Commerce, CA06.1994
High School Diploma -
Lynwood High School
Lynwood, CA06.1991
NIA - Accounting Technology And Bookkeeping
Cerritos High School
Cerritos, CA06.1991
Skills
- Mathematical Calculation
- Problem Anticipation and Resolution
- Teamwork and Collaboration
- Good Telephone Etiquette
- MS Office
- Data Entry
- Workflow coordination
- Recordkeeping skills
- Databook preparation
- Loan File Maintenance
- Income Evaluation
- Loan File Review
- Application Review
- Oral and Written Comprehension
- Problem Solving
- Customer Relations
- Sorting Support
- Strong salesmanship
- Follow-up skills
- Social media proficiency
- Policy analysis
- Upselling strategies
- Financial planning
- Closing deals
- Insurance sales expertise
- Building relationships
- Insurance policy sales
- Client relationship management;
- Client service'
- Client relationship management
- Client service
- Appointment scheduling
- Team training and development
- Client education
- New agent training
- Email marketing
- Teamwork
- Teamwork and collaboration
- Customer service
- Problem-solving
- Quotes and sales/
- Public speaking
Additional Information
Two years of experience in processing modifications loans., Help some BK7., One year of experience in working with a real brokers., One year of experience in working with real estate agents., Training in filling out loan applications.
Languages
Spanish
Native or Bilingual
Timeline
Licensed Life Insurance Agent
Primerica
04.2024 - Current
Authorized Dealer
Brinks Home Security
01.2024 - 03.2024
High School Diploma -
Lynwood High School
NIA - Accounting Technology And Bookkeeping
Cerritos High School
Associate In Engineering - Technology: Architectural Drafting Technology
National Education Center
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