Driven Insurance Agent with almost two years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.
Overview
17
17
years of professional experience
1
1
Certificate
Work History
Insurance Agent
Parkway Insurance Group, Inc.
Houston, TX
05.2020 - Current
Maintained high standards of customer service by building relationships with clients.
Responded to customer calls swiftly to resolve issues and answer questions.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Collected premiums on or before effective date of coverage.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Calculated premiums and established payment methods for sales.
Finalized sales and collected necessary deposits.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Caregiver
Private
Houston, TX
06.2019 - 06.2022
Assisted with dressing guidance, grooming, meal preparation and medication reminders.
Assisted clients with daily living needs to maintain self-esteem and general wellness.
Built strong relationships with clients to deliver emotional support and companionship.
Cleaned house, ran errands, managed laundry and completed weekly grocery shopping.
Engaged patients in meaningful conversation, socialization and activity while providing personal care assistance.
Maintained clean personal areas and prepared healthy meals to support client nutritional needs.
Assisted patients with self-administered medications.
Provided safe mobility support to help patients move around personal and public spaces.
Monitored client vital signs, administered medications and tracked behaviors to keep healthcare supervisor well-informed.
Recognized and reported abnormalities or changes in patients' health status to case manager.
Documented residents' mental status, sleep and eating patterns in medical record books.
Paraprofessional Aide
Cypress-Fairbanks ISD
Houston, TX
08.2007 - 06.2019
Delivered personalized educational, behavioral and emotional support to individual students to enable positive learning outcomes.
Oversaw students in classroom and common areas to monitor, enforce rules and support lead teacher.
Instructed small groups of students in basic concepts such as alphabet, shapes and color recognition.
Assisted classroom teacher in supervising snack time and indoor and outdoor play.
Encouraged dynamic and pleasant educational environment by promoting both gentle discipline and cooperation.
Answered central telephone system and directed calls accordingly.
Provided clerical support by copying, faxing and filing documents.
Scheduled and confirmed appointments and meetings for administrative team.