Cecilia Castrejon
Rohnert Park,CA
Summary
Proven Insurance Agent with a track record of exceeding sales targets by leveraging client retention strategies and upselling techniques at AAA Insurance Company. Skilled in policy writing and delivering exceptional customer service, adept at nurturing client relationships and driving revenue growth. Achieved consistent client satisfaction, contributing to a significant increase in policy renewals. Results-driven Insurance Agent accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style.
Overview
25
25
years of professional experience
Work History
Insurance Agent
AAA Insurance Company
07.2014 - Current
- Maintained high standards of customer service by building relationships with clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Generated leads through cold-calling, networking and other outreach methods.
Data Entry Clerk
Petaluma Farms
03.2013 - 07.2014
- Sorted documents and maintained organized filing process.
- Organized, sorted, and checked input data against original documents.
- Completed data entry tasks with accuracy and efficiency.
- Scanned documents and saved in database to keep records of essential organizational information.
- Entered data into various computer systems accurately using Microsoft Office Suite.
- Kept optimal quality levels to prevent critical errors and support team performance targets.
Insurance Broker
Cost U Less Inc.
01.2000 - 09.2012
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold Auto and Home insurance policies to new and existing customers.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Maintained high standards of customer service by building relationships with clients.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Adhered to health and prescription insurance products, delivery systems, and claims systems.
Education
High School Diploma -
El Colegio De Bachilleres, Plantel 70 Tumbiscatfo,
Michoacan, Mexico07.2001
Skills
- Account Management
- Leads Prospecting
- Client Retention
- Customer Service
- Policy Renewals
- Policy writing
- Upselling
- Quotes and sales
- Auto insurance
- Property insurance
- Licensed Insurance Agent
- Customer follow-up
Languages
Spanish
Native or Bilingual
Timeline
Insurance Agent
AAA Insurance Company
07.2014 - Current
Data Entry Clerk
Petaluma Farms
03.2013 - 07.2014
Insurance Broker
Cost U Less Inc.
01.2000 - 09.2012
High School Diploma -
El Colegio De Bachilleres, Plantel 70 Tumbiscatfo,
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