Christina Marquez
Roanoke,TX
Summary
Experienced in the insurance industry, skilled communicator and dependable team player. Expertise lies in building strong relationships with clients, brokers, and other stakeholders for exceptional service delivery. Keen eye for detail and excellent organizational skills excel at identifying potential risks and developing effective solutions.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Insurance Agent
Goosehead Insurance Agency
10.2022 - 09.2024
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Calculated quotes and educated potential clients on insurance options.
- Evaluated accuracy and quality of data entered into agency management system.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Called potential clients to set up appointments according to mutual availability.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
Licensed Insurance Agent
Tara Simmons Insurance Agency
01.2015 - 08.2022
- Sales of Auto, Home, Life insurance, and some commercial Policies through different carriers
- Pulling Cancellation reports and calling on cancellations, taking inbound and outbound calls for service of our insureds, including taking payments, making changes, and rewriting policies
- Entering customer information and policy information in our management system AMS360
- Providing monthly reports for production
- Working with several different carriers to provide the best fit for the insured and making sure they have the correct coverages needed and explained and cross-selling products as needed
- Carriers worked with include Nationwide, Progressive, Safeco, Kemper, Infinity, Kemper, Bristol West, American Strategic, American Risk, Texas Fair Plan, Tower Hill, Mercury, Travelers, National General, and Texas Security.
ADMIN ASST
R, BLOWOUT TOOLS INC
08.2012 - 01.2015
- A/R, verify information on delivery tickets, email salesman to get delivery tickets signed and ready to bill, bill invoices in RTMS and electronically invoice signed returned invoices through ADP, Cortex and Oildex
- Cross Training in A/P through Great Plains, coding invoices with correct G/L codes and entering batches, helping with payroll
- Meeting monthly revenue deadlines, completed quarterly safety training and other courses required.
INSURANCE AGENT
HOUSTON & LISA COPELAND INSURANCE
05.2011 - 08.2012
- Licensed Insurance Agent, Licensed P/C and Life & Health, customer service, issuing auto/home policy's, taking payments, meeting customer needs, cross selling insurance products.
Accounts Payable Specialist
ACCOUNTEMPS
12.2008 - 03.2009
- Entering, receiving & matching invoices from vendors, taking vendor phone calls, creating purchase orders, mailing checks, creating monthly fuel expense reports, coding invoices with correct ledger codes.
Education
Business Administration/Accounting -
YUBA COLLEGE
YUBA, CASkills
- Customer Service
- Accounts Payable
- Life and health insurance
- Property insurance
- Data Entry
- Data Collection
- Tax Return Preparation
Personal Information
Title: Insurance Agent
Additionalinformation
Microsoft Office 365 (Word, Excel, PowerPoint) QuickBooks, Great Plains, Crosslink, Sap, RTMS, Oildex, Cortex, ADP, coping, faxes, e-mails, multi-line telephones, customer service, cashier, data entry, sorting incoming and outgoing mail, filing, cash deposits, reservations, tax preparation, A/R, A/P, payroll, Licensed Insurance Agent, Notary of Texas, salesforce
Certification
- Licensed Property & Casualty Insurance
- Licensed Life, Accident, Health, and HMO Insurance
Languages
Spanish
Native or Bilingual
Timeline
Insurance Agent
Goosehead Insurance Agency
10.2022 - 09.2024
Licensed Insurance Agent
Tara Simmons Insurance Agency
01.2015 - 08.2022
ADMIN ASST
R, BLOWOUT TOOLS INC
08.2012 - 01.2015
INSURANCE AGENT
HOUSTON & LISA COPELAND INSURANCE
05.2011 - 08.2012
Accounts Payable Specialist
ACCOUNTEMPS
12.2008 - 03.2009
Business Administration/Accounting -
YUBA COLLEGE
- Licensed Property & Casualty Insurance and Life and Health Insurance
Similar Profiles
Christopher Diamond OlivaresChristopher Diamond Olivares
NA at Goosehead Insurance AgencyNA at Goosehead Insurance Agency
Mikyla CanoMikyla Cano
Service Coach at Goosehead Insurance AgencyService Coach at Goosehead Insurance Agency
Gian Michael LopezGian Michael Lopez
Service Agent - DE at Goosehead Insurance AgencyService Agent - DE at Goosehead Insurance Agency