Brenda Belmontes-Castro
Dalton,GA
Summary
Customer-focused and proactive customer service representative with 13+ years of experience in handling customer inquiries, resolving issues, and ensuring customer satisfaction. Skilled in managing high call volumes and proficient in customer service software tools. Able to maintain composure under pressure and provide personalized customer service. Seeking a customer service representative position in a customer-centric organization where I can utilize my skills and contribute to costumer success.
Overview
14
14
years of professional experience
Work History
Managing Agent
Acceptance Insurance
07.2010 - Current
- Increased client satisfaction by implementing efficient property management strategies and maintaining excellent communication with clients.
- Streamlined property maintenance tasks for cost savings, improved efficiency, and faster turnaround times on repairs.
- Negotiated favorable contract terms with vendors, resulting in reduced expenses and increased service quality.
- Developed comprehensive tenant screening processes to ensure a high-quality pool of residents for managed properties.
- Implemented innovative marketing strategies to attract new clients to grow book of business.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Streamlined administrative tasks, improving overall office efficiency and productivity.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Mentored junior agents, sharing industry insights and best practices for success in the field.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
- Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Negotiated favorable terms on behalf of clients by leveraging industry knowledge during interactions with carriers.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Collected premiums on or before effective date of coverage.
- Met with customers to provide information about available products and policies.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
- Generated leads through cold-calling, networking and other outreach methods.
- Conducted annual reviews of existing policies to update information.
- Analyzed risk factors to recommend appropriate coverage levels.
- Monitored customer feedback and identified areas of improvement.
Education
Dalton High School
Dalton, GASkills
- Leads Prospecting
- Client Relations
- Account Management
- CRM Software
- Client Retention
- Lead Development
- Policy Renewals
- Customer Service
- Customer follow-up
- Property insurance
- Quotes and sales
- Regulatory Compliance
- Client Account Management
- Policy writing
- Marketing Strategies
- Policy Knowledge
- Deductible Expense Identification
- Business Planning
- Licensed Insurance Agent
- Auto insurance
- Operations Management
- Marketing Management
- Upselling
- Revenue Generation
- Client needs analysis
- Life Insurance
- Professionalism and Ethics
- Industry Regulations
- Asset Protection
- Direct Marketing
- Policyholder Communication
- Customer Engagement
- Client Prospecting
- Customer Billing
- Written Communication
- Teamwork and Collaboration
- Billing Procedures
- Excellent Communication
- Team building
- Continuous Improvement
- Critical Thinking
- Life Insurance Sales
- Customer Referrals
- Group Presentations
- Multitasking
- Organizational Skills
- Insurance Coverage Verification
- Adaptability
- Self Motivation
- Insurance Practices
- Insurance Policy Sales
- Property and Casualty Insurance
- New Agent Training
- Time management abilities
- Records Maintenance
- Persuasive Negotiation
- Professionalism
- Relationship Building
Licensed in P&C, and LIFE in both GA and TN.
Licenses up to date in both Georgia and TN.
Timeline
Managing Agent
Acceptance Insurance
07.2010 - Current
Dalton High School
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