CARLOS CHAVEZ
EL PASO
Summary
At Homestate Insurance Agency, I excelled in client retention and sales, boosting customer satisfaction through expert relationship management and strategic contract negotiations. Leveraging skills in regulatory compliance and effective communication, I led my team to surpass sales forecasts, demonstrating a keen ability to solve problems and motivate employees.
Overview
9
9
years of professional experience
Work History
SALES/RETENTION MANAGER
HOMESTATE INSURANCE AGENCY
EL PASO
08.2016 - Current
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Developed appropriate quotes based on risk information.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Negotiated contracts between insurers and insured parties in order to obtain favorable terms for both sides.
- Responded to customer inquiries and problems to promote great service.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Strengthened traceability by developing organization systems for keeping records, reports, and agendas.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Processed payments received from clients promptly according to established procedures.
- Maintained accurate records of all insurance transactions using computer software systems.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Provided customers with information regarding plan features, pricing, and availability.
- Achieved repeat business and referrals through personalized services.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Education
High School Diploma -
BEL AIR HIGH SCHOOL
EL PASO06-2008
Skills
- Customer relationship management
- Regulatory compliance
- Contract negotiation
- Insurance underwriting
- Sales forecasting
- Data analysis
- Lead generation
- Client retention
- Customer service
- Effective communication
- Team collaboration
- Problem solving
- Attention to detail
- Employee motivation
Languages
English
Professional
Spanish
Professional
Timeline
SALES/RETENTION MANAGER
HOMESTATE INSURANCE AGENCY
08.2016 - Current
High School Diploma -
BEL AIR HIGH SCHOOL
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