Carlos Mejia
Sacramento ,CA
Summary
Diligent Auto Insurance Agent with proven track record in providing clients with comprehensive coverage and personalized service. Demonstrated success in resolving claims efficiently and ensuring customer satisfaction. Exhibited strong analytical skills and effective communication to foster client relationships and drive policy renewals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
DMV Agent
Bolt Insurance Servicess
05.2020 - 08.2024
- Helped customers with DMV transactions such as;
- Title Transfer, Registration renewals, out of state transfer and Dealership title transfers.
- Created a marketing strategy to help bring more DMV business into the bussiness.
Insurance Agent
Bolt Insurance Services
09.2018 - 08.2024
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Collected premiums on or before effective date of coverage.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Designed presentations and marketing materials to promote insurance products.
Education
Bachelor of Science - Health Administration
California State University, Chico
Chico, CA05-2018
High School Diploma -
Antelope High School
Antelope, CA05-2013
Skills
- Problem-solving skills
- Positive attitude
- Customer service and care
- Problem-solving
- Relationship building
- Organizational skills
- Goal-oriented mindset
- Microsoft Word and Excel Proficient
- Quickfile and FSC Rater proficient
- Docusign
- Bilingual
Certification
- Licensed Insurance Agent "Limited Lines Auto - California Department of Insurance.
Languages
Spanish
Full Professional
english
Full Professional
Timeline
DMV Agent
Bolt Insurance Servicess
05.2020 - 08.2024
Insurance Agent
Bolt Insurance Services
09.2018 - 08.2024
Bachelor of Science - Health Administration
California State University, Chico
High School Diploma -
Antelope High School
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