Open To Work
Candy Lopez-Garcia
Evans,Co.
Work Preference
Summary
Qualified Insurance Agent with documented history of meeting and exceeding sales goals. Known for strong relationship-building skills and commitment to maintaining loyal customers. Excellent record of expanding market share, retaining customers and promoting new initiatives.
Overview
28
28
years of professional experience
Work History
Agent/Acct Manager
Mountain Plains Agency
Grly/Lngmt/FOCO, Co
09.2019 - 04.2026
- Increased book of business by 13% annually through strategic engagement and cross sales.
- Cultivated new business opportunities through targeted networking and referrals, driving sales growth.
- Conducted policy reviews and renewals ensuring client satisfaction and retention.
- Maintained accurate up-to-date client files of approximately 350+.
Sales Coordinator
Sun Homes Inc.
Evans, Co
05.2015 - 05.2019
- Facilitated sales/lease process for new and used manufactured homes, enhancing customer experience and satisfaction.
- Reviewed and prepared budgets, projections, and binding loans to ensure financial accuracy and compliance.
- Coordinated contractor bids and managed repairs to streamline project completion and maintain quality standards.
- Executed title transfers and ensured accurate recording of property documents with county authorities.
HR Coordinator
JBS, Swift Co
Greeley, Co
09.2012 - 06.2014
- Tracked attendance for 3500+ employees, ensuring accuracy of workforce data for effective HR decision-making.
- Coordinated onboarding sessions for new employees, enhancing their integration into the company culture.
- Processed PTO and medical leave requests to support employee well-being and operational continuity.
- Issued written warnings for supervisors, reinforcing adherence to employee conduct policies.
Office Manager/Sales Agent
Nationwide Insurance dba Mountain Plains Agency
Fort Collins, Colorado
05.2005 - 08.2010
- Managed daily office operations and ensured efficient workflow. Wrote new walk in business.
- Developed and implemented office policies to enhance productivity.
- Supported remote and local sales agents to empower achievement of sales and professional goals.
- Trained new agents on office procedures, software tools and provided update assistance.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
Education
Coursework in Business Marketing and Management -
University of Phoenix
OnlineCoursework in Business Management/Basic Accounting -
Aims Community College
Greeley, COProducer License - Resident Agent Producer Continuing Education
AD Banker
Denver, COProducer License - Producer Continuing Education
Web CE
OnlineSkills
- Strong work-Ethic
- Highly motivated
- Sales Driven
- Digital marketing
- Bilingual - Spanish
- Excellent communication skills
Certification
- Licensed Insurance Producer - Property/Casualty, Life and Health - (CO, TX, KS ) Issue Date: 07/28/2003 - Expiration Date: 12/31/2027
- Notary Public - State of Colorado - 09/05/2023-09/05/2027
Timeline
Agent/Acct Manager
Mountain Plains Agency
09.2019 - 04.2026
Sales Coordinator
Sun Homes Inc.
05.2015 - 05.2019
HR Coordinator
JBS, Swift Co
09.2012 - 06.2014
Office Manager/Sales Agent
Nationwide Insurance dba Mountain Plains Agency
05.2005 - 08.2010
Coursework in Business Marketing and Management -
University of Phoenix
Coursework in Business Management/Basic Accounting -
Aims Community College
Producer License - Resident Agent Producer Continuing Education
AD Banker
Producer License - Producer Continuing Education
Web CE
Qualifications And Experience
- 23+ Years experience in property, casualty, life and emphasis on business insurance sales and service.
- Developed and managed long-term customer relationships.
- Analyzed and identified clients need to offer products tailored to their specific circumstances.
- Meticulous in thorough review, analysis and preparation of documents and applications.
- Proficient in client software and Microsoft Office (Windows, Word, Excel and Outlook).
- Strong work-ethic, highly motivated and sales driven.
Licenses, Certificats And Awards
- Producer license in property/casualty, life and health insurance (CO,TX,KS)
- Notary Public – State of Colorado
- Nationwide CSR of The Year
- Sun Elite Sales Award Winner
Qualifications And Experience
- 23+ Years experience in property, casualty, life and emphasis on business insurance sales and service.
- Developed and managed long-term customer relationships.
- Analyzed and identified clients need to offer products tailored to their specific circumstances.
- Meticulous in thorough review, analysis and preparation of documents and applications.
- Proficient in client software and Microsoft Office (Windows, Word, Excel and Outlook).