Carina Carrera
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
12
12
years of professional experience
Work History
Licensed Insurance Agent
Walmart Insurance Services
1025 W Trinity Mills Rd Carrollton, Tx 75006
08.2020 - Current
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Licensed Insurance Agent
TTEC
Work From Home
10.2014 - 07.2020
- Calculated quotes and educated potential clients on insurance options.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Office Manager
State Farm
4301 Lakeview Parkway, Suite 500
11.2011 - 10.2014
- Maintained computer and physical filing systems.
- Created, maintained and updated filing systems for paper and electronic documents.
- Updated reports, managed accounts, and generated reports for company database.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Monitored employees sale events and sales and help accomplished office sale goals.
- Manage balanced and deposits daily, payroll, marketing.
Education
Bachelor of Science - Business Administration
Southern New Hampshire University
Hooksett, NH06.2026
Skills
- Vision and Dental Insurance
- Sell Policies
- Quotes and Sales
- Client Retention
- Client Needs Analysis
- Customer Service and Assistance
- Benefits Explanations
- Medicare Compliance
- Customer Follow-Up
- Cross-Promote Products
- Quote Information
- Fixed Asset Accounting
Timeline
Licensed Insurance Agent
Walmart Insurance Services
08.2020 - Current
Licensed Insurance Agent
TTEC
10.2014 - 07.2020
Office Manager
State Farm
11.2011 - 10.2014
Bachelor of Science - Business Administration
Southern New Hampshire University