Summary
Overview
Work History
Education
Skills
Timeline
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Catalina Martinez

Tucson,AZ

Summary

Accomplished Blended Insurance Agent and General Manager with a proven track record at Progressive, adept in client assessment and operations management. Leveraged expertise in insurance sales strategy and professionalism to exceed sales goals and enhance client satisfaction. Skilled in crafting tailored insurance solutions, demonstrating a significant impact on business growth and customer loyalty.

Overview

6
6
years of professional experience

Work History

Blended Insurance Agent

Progressive
Tucson, AZ
08.2022 - Current
  • Gathered detailed information from customers prior to offering quotes or making recommendations.
  • Negotiated contracts between insurers and insured parties in order to obtain favorable terms for both sides.
  • Generated reports detailing sales activities, client interactions, and progress towards goals.
  • Responded quickly and accurately to inquiries from clients regarding their coverage plans.
  • Advised customers on the best ways to minimize risks associated with their assets.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
  • Educated customers on the importance of maintaining adequate insurance coverage.
  • Resolved customer complaints in a timely manner to maintain high satisfaction levels.
  • Provided customers with information regarding plan features, pricing, and availability.
  • Assessed customer risk levels and recommended appropriate coverage options.
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.
  • Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.

General Manager

Chipotle Mexican Grill
Tucson, AZ
07.2019 - 08.2022
  • Performed routine audits of internal controls in order to maintain accuracy of financial records.
  • Monitored progress by establishing plans, budgets and measuring results.
  • Tracked monthly sales to generate reports for business development planning.
  • Implemented employee recognition programs to motivate staff members towards achieving organizational goals.
  • Trained employees on duties, policies and procedures.
  • Built and maintained loyal, long-term customer relationships through effective account management.
  • Prepared staff work schedules and assigned team members to specific duties.
  • Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
  • Assisted in the recruitment process by interviewing potential candidates for open positions.
  • Created effective business plans to focus strategic decisions on long-term objectives.

Education

Architecture

University of Arizona
Tucson, AZ
05-2022

Skills

  • Customer follow-up
  • Client assessment
  • Policy adjustment
  • Business planning
  • Cold calling
  • Claims reporting systems
  • Operations management
  • Account management
  • Insurance program management
  • Insurance sales strategy
  • Licensed insurance agent
  • Policy writing
  • Client account management
  • Professionalism and ethics

Timeline

Blended Insurance Agent

Progressive
08.2022 - Current

General Manager

Chipotle Mexican Grill
07.2019 - 08.2022

Architecture

University of Arizona

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Catalina Martinez