Carlos Chavez
El Paso
Summary
Experienced insurance professional with a demonstrated track record of building and maintaining strong client relationships, consistently exceeding sales goals, and efficiently managing policy administration. Adept at utilizing CRM systems and providing comprehensive insurance solutions. Seeking an inside insurance agent position to utilize my expertise in a dynamic and supportive team environment.
Overview
9
9
years of professional experience
Work History
Sales / Customer Retention Agent
HOMESTATE INSURANCE AGENCY
08.2016 - 03.2025
- Expertly assessed individual client needs, recommending and implementing comprehensive auto insurance policies that maximized coverage and minimized risk.
- Proficient in utilizing CRM software, Ezylnx to track client interactions, manage policy renewals, and optimize sales pipelines.
- Demonstrated strong negotiation skills in resolving complex claims and addressing client concerns, resulting in high client satisfaction and retention rates.
- Cultivated and maintained a robust network of referral partners, including auto dealerships and existing customers, to drive new business.
- Proactively communicated with clients regarding policy renewals, potential coverage gaps, and new product offerings, ensuring optimal customer satisfaction and retention.
- Collaborated with underwriting and claims departments to efficiently resolve client inquiries and disputes, fostering a seamless communication flow and enhancing the overall customer experience.
- Efficiently processed and managed a high volume of policy applications and claims, maintaining accuracy and adherence to deadlines in a fast-paced, high-pressure environment.
Education
Associate of Arts -
El Paso Community College
El Paso, TX05-2010
Skills
- Sales & Negotiation
- Customer Relationship Management
- Risk assessment & Underwriting
- Effective Communication
- Detailed oriented
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Sales / Customer Retention Agent
HOMESTATE INSURANCE AGENCY
08.2016 - 03.2025
Associate of Arts -
El Paso Community College
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