Carli Olvera
San Antonio,TX
Summary
Service-oriented insurance agent delivers high-quality customer service by accurately assessing client needs and recommending most useful policies and products. Empathetic agent with deep knowledge of available insurance products. Supportive listener that gathers information to resolve issues presented by potential clients.
Overview
10
10
years of professional experience
Work History
Medicare Insurance Agent
Texas Medicare Solutions
04.2021 - Current
- Provided personalized insurance solutions tailored to individual needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options and enrollment periods.
- Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
- Contributed to company growth through participation in company events, conferences, and seminars promoting our services.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact plan benefits.
- Expanded the brokerage client base through effective networking and relationship-building strategies.
- Enhanced customer loyalty by delivering timely and accurate policy updates and renewal information.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Organized regular check-ins with clients to review coverage limits and ensure adequate protection as their life circumstances changed.
- Participated in ongoing professional development, staying current with insurance best practices.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Property Manager
Campos Construction
01.2014 - Current
- Increased property occupancy rates by effectively marketing available units and conducting thorough tenant screenings.
- Maintained positive landlord-tenant relationships, ensuring clear communication and prompt resolution of any disputes.
- Maintained accurate financial records, including rent collection, budgeting, and expense reports.
- Increased rental income through strategic pricing adjustments based on market trends and competitor analysis.
- Oversaw tenant move-ins and move-outs, ensuring smooth transitions while minimizing vacancies.
- Coordinated with legal counsel on lease agreements, evictions, and other property-related matters as needed.
- Conducted thorough background checks on prospective tenants to mitigate risks associated with non-payment or damage to the property.
Education
General Lines-Life, Accident, & Health License
Texas Department of Insurance
AHIP - Medicare + Fraud, Waste, And Abuse
Certification
High School Diploma -
Thomas A Edison High School
San Antonio, TXSkills
- Sales Presentations
- Warm and Cold Leads Development
- Policy Analysis
- Problem-solving abilities
- Regulatory compliance
- Health Policy Coverage Expert
- Proactive Team Player
Timeline
Medicare Insurance Agent
Texas Medicare Solutions
04.2021 - Current
Property Manager
Campos Construction
01.2014 - Current
General Lines-Life, Accident, & Health License
Texas Department of Insurance
AHIP - Medicare + Fraud, Waste, And Abuse
Certification
High School Diploma -
Thomas A Edison High School
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