Brenda Montiel
License Insurance Agent
Dallas,TX
Summary
Licensed Insurance Agent with extensive experience at AAA Texas Headquarters, specializing in risk assessment and customer service. Proven ability to upsell customized insurance solutions, resulting in high client retention rates. Strong focus on regulatory compliance and excellence in policy management and client satisfaction.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Auto Club Services, LLC
Coppell, Texas
09.2024 - Current
- Educated clients on insurance products and coverage options to enhance understanding.
- Assisted customers with inquiries, claims processing, and billing issues.
- Conducted needs assessments to recommend tailored insurance solutions.
- Maintained accurate client records in company database for compliance and efficiency.
- Processed policy changes, renewals, cancellations, and claims accurately and timely.
- Advised clients on insurance needs, ensuring alignment with individual requirements.
- Upsold additional policies through effective communication and relationship building.
- Achieved repeat business and referrals by providing exceptional customer service.
Licensed Insurance Agent
AAA Texas Headquarters
Coppell, TX
09.2016 - 09.2024
- Educated clients on insurance products and coverage options to enhance understanding.
- Assisted customers with inquiries and claims processing to ensure timely resolution.
- Conducted needs assessments to recommend personalized insurance solutions.
- Maintained accurate client records in company database for compliance purposes.
- Processed policy changes, renewals, cancellations, and claims efficiently and accurately.
- Advised clients on insurance needs to align with individual requirements.
- Upsold additional policies through effective communication and relationship building.
- Achieved repeat business and referrals by delivering exceptional customer service.
Education
Associate of Applied Science - Undeclared
Dallas College
Dallas, TX05-2023
High School Diploma -
Azusa High School
Azusa, CA06-2001
Skills
- Risk assessment
- Customer service
- Product education
- Data entry accuracy
- Problem solving
- Effective communication
- Negotiation skills
- Team collaboration
- Regulatory compliance
- Asset protection expertise
- Insurance sales expertise
- Policy management expertise
- Insurance product expertise
- Upselling
- Licensed insurance agent
- Auto insurance
- Cold calling
- Property insurance
- Leads prospecting
- Policy writing
- Deductible expense identification
Accomplishments
- Obtained a certificate for Leadership Development.
Certification
- Property and Casualty Insurance License.
- Life and Health Insurance License.
- Insurance Adjuster License.
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
A look into Brenda
As a single mother of 3, managing various adversities, one of my biggest accomplishments and sense of pride was obtaining my associates degree. It was a goal I had because I wanted to demonstrate to my older children that it doesn't matter where you are in life, but where you will be as long as you persevere and commit.
References
References available upon request.
Timeline
Licensed Insurance Agent
Auto Club Services, LLC
09.2024 - Current
Licensed Insurance Agent
AAA Texas Headquarters
09.2016 - 09.2024
Associate of Applied Science - Undeclared
Dallas College
High School Diploma -
Azusa High School
Similar Profiles
Manuel GarciaManuel Garcia
Auto Detailer at A&W Auto Services LLCAuto Detailer at A&W Auto Services LLC
Rahul PremakumarRahul Premakumar
Senior Sales Executive -Service Marketing at Dynatrade Auto Services Center LLCSenior Sales Executive -Service Marketing at Dynatrade Auto Services Center LLC
Haig KeverianHaig Keverian
Head of Marketing at The Gearbox Auto Services LLCHead of Marketing at The Gearbox Auto Services LLC
Charmagne N. GelseyCharmagne N. Gelsey
Payroll Conversion Consultant at EmpowerPayroll Conversion Consultant at Empower
Hope RodriguezHope Rodriguez
Claims Adjuster at GEICOClaims Adjuster at GEICO