Christina Fidalgo
Insurance Agent
Cibolo,TX
Summary
Accountable Insurance Agent with excellent communication skills. A highly dependable team player with a strong understanding of the insurance industry. Adept at building relationships with clients, brokers, and other stakeholders while delivering outstanding service. Organized and detail-oriented with a strong ability to identify potential risks and develop solutions.
Overview
14
14
years of professional experience
2
2
Certification
Work History
Project Manager
Porch Group
San Antonio, TX
07.2022 - 01.2024
- Provided guidance to team members regarding tasks assigned to them.
- Prepared cost estimates for projects of varying sizes.
- Identified project needs by reviewing project objectives and schedules.
- Identified risks associated with each project and developed strategies for mitigating those risks.
- Led meetings with internal stock holder, consultants and contractors.
- Managed contracts with vendors and suppliers by assigning tasks and communicating expected deliverables.
- Analyzed data from various sources such as surveys, interviews, focus groups. to inform decision-making related to projects.
- Submitted budget estimates, progress reports and cost tracking reports.
- Reviewed project risks and devised proactive strategies to avoid potential roadblocks.
Marketing Coordinator
Porch Group
San Antonio, TX
10.2021 - 07.2022
- Performed administrative tasks such as maintaining records of expenses incurred during campaigns.
- Cultivated business partnerships to build lasting relationships with internal and external parties.
- Conducted research to determine ideal markets for products and services.
- Assessed projects against budgets and timelines, keeping team and assignments on task.
- Developed internal and external marketing communication and collateral pieces to support localized initiatives.
- Assisted in developing content for websites, blogs, and social media platforms.
- Evaluated success of campaigns by tracking relevant KPIs and metrics.
- Delivered administrative support services to improve marketing efforts.
Insurance Sales Agent
Porch Group
San Antonio, TX
08.2020 - 10.2021
- Exceeded company sales goals for new policies.
- Processed applications and paperwork related to policy issuance or renewal.
- Upsold products to policyholders and potential new clients.
- Ensured that all required documents are properly filled out before submission.
- Maintained accurate records of client information in CRM software system.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Negotiated with underwriters to obtain competitive rates for customers.
- Developed a customer service strategy to ensure the highest level of satisfaction.
- Followed up with clients regularly to ensure satisfaction with services provided.
Licensed Sales Producer
Robertson Insurance Group
San Antonio, TX
01.2020 - 03.2020
- Upsold products to policyholders and potential new clients.
- Pursued continued professional development through insurance
workshops, course and webinars. - Exceeded company sales goals for new policies.
- Met with division leaders and consultants to discuss strategies to increase sales.
Office Manager
Allstate Insurance Co
San Antonio, TX
03.2019 - 01.2020
- Resolve customer complaints regarding sales and service.
- Plan and direct training for employees.
- Review performance evaluations to develop and control sales and service programs.
- Monitor employee preferences to determine focus on sales reports.
- Direct, coordinate, and review activities in sales and service accounting
and record keeping, and in receiving and shipping operations. - Represent company at trade association meetings to promote products.
Licensed Sales Producer
Allstate Insurance Co
San Antonio, TX
10.2017 - 01.2019
- Seek out new clients and develop clientele by networking new customers
and generate lists of prospective clients. - Customize insurance programs to suit individual customers, often
covering a variety of risks. - Calculate premiums and establish payment method. Explain features,
advantages and disadvantages of various policies to promote sale of
insurance plans. - Perform administrative tasks, such as maintaining records and handling
policy renewals. Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical
assistance in developing new accounts.
Insurance Advocate
SWBC
San Antonio, TX
12.2015 - 10.2017
- Interview clients and take their calls to provide customer service and
obtain information on claims. - Process and record new insurance policies and claims.
- Correspond with insured or agent to obtain information or inform them
account status or changes. - Review and verify data, such as age, name, address, and principal sum
and value of property on insurance applications and policies. - Collect initial premiums and issue receipts.
- Organize and work with detailed personal information.
- Compare information from application to criteria for policy reinstatement
and approve reinstatement when criteria are met.
Member Care Representative II
Nationwide
San Antonio, TX
03.2014 - 12.2015
- Answers complex inbound phone calls from policyholders, claims
adjusters, agents, third parties, and business partners who are inquiring
about insurance products. Reduces member call backs by creating a
simple, hassle-free interaction for the caller and de- escalates members
with issues. Responsible for effectively using all available resources to
make policy changes, answer policy and billing questions, take payments,
and provide requested documentation. - Completes and processes all necessary forms.
- Follows up for necessary documents in order to process requested
changes. - Participates in technical and customer service skills training to stay aware
of current and best business practices. - Diagnoses member issues to provide solutions, and uses a structured
thought process to achieve results while balancing members' needs with
company guidelines.
AUTO PILOT SERVICES COLLECTION COUNSELOR
SWBC
San Antonio, TX
10.2010 - 03.2014
- Provided 300+ payment reminders per night by phone calls to members of
various credit unions and third parties. - Negotiated 100+ payment arrangements per month by rapport building to
prevent charge-o on seriously delinquent accounts Located 50+ members
per month via various skip tracing tools and investigative skills. - Offered opportunities for customers to consume Verizon's services.
- Answered inbound phone calls to reduce customer complaints and
de-escalate the situation. - Increased customer retention by resolving billing discrepancies.
Sales and Customer Support
Afni
San Antonio, TX
06.2010 - 10.2010
- Offered opportunities for customers to consume Verizon's services
- Answered inbound phone calls to reduce customer complaints and
de-escalate the situation. - Increased customer retention by resolving billing discrepancies.
Education
High School Diploma -
Southwest High School
San Antonio, TX06-2010
Skills
- Customer Service
- Client Retention
- Customer follow-up
- Client Relations
- Upselling
- Insurance sales strategy
- Financial Administration
- Budgeting and Forecasting
- Contract Development
- Interpersonal Communication
- Mentoring and coaching
- Email Marketing
- Contract Negotiation
- Software Implementation and training
- Systems Implementation
- Project Management
Certification
- General Lines Property and Casualty License 05/18/2016 - License Number 2091874
- Life, Accident, Health and HMO License 12/18/2019 - License Number 2091874
Timeline
Project Manager
Porch Group
07.2022 - 01.2024
Marketing Coordinator
Porch Group
10.2021 - 07.2022
Insurance Sales Agent
Porch Group
08.2020 - 10.2021
Licensed Sales Producer
Robertson Insurance Group
01.2020 - 03.2020
Office Manager
Allstate Insurance Co
03.2019 - 01.2020
Licensed Sales Producer
Allstate Insurance Co
10.2017 - 01.2019
Insurance Advocate
SWBC
12.2015 - 10.2017
Member Care Representative II
Nationwide
03.2014 - 12.2015
AUTO PILOT SERVICES COLLECTION COUNSELOR
SWBC
10.2010 - 03.2014
Sales and Customer Support
Afni
06.2010 - 10.2010
High School Diploma -
Southwest High School
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