Hi, I’m
Claudia Sanchez
San Antonio,TX
Summary
Seasoned Insurance Agent an extensive background serving community and meeting financial needs of clients. Excellent communication and influencing skills. Listen to client to identify needs and present solutions. Build substantial client base by delivering superior service, retaining customers, and obtaining referrals.
Overview
9
years of professional experience
Work History
State Farm
Insurance and Finance Service Agent
12.2022 - Current
Job overview
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Reviewed and adjusted customer coverage levels to address, identify and resolve customer conflicts.
- Responded to customer requests for products, services and company information.
- Provided primary customer support to internal and external customers.
- Maintained current product knowledge to meet customer needs and increase sales.
- Adhered to underwriting, rating and compliance criteria and guidelines to determine associated financial risks.
- Incorporated cross-selling and upselling techniques to generate sales and profits and increase referral retention rates
- Encouraged policyholders to submit referrals to increase client base.
- Carried out administrative tasks by communicating with clients, distributing mail and scanning documents.
- Reviewed outstanding requests and redirected workloads to complete projects on time.
- Presented insurance options to customers in order to close sales on new policies.
- Collected premiums and issued accurate receipts.
Kemper Life
Life Insurance Agent
08.2022 - 09.2022
Job overview
- Maintained high standards of customer service by building relationships with clients.
- Provided coverage option information to assist clients in protecting assets.
- Explained advantages, features and disadvantages of various policies to promote sale of plans.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Met with customers to provide information about available products and policies.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Finalized sales and collected necessary deposits.
- Calculated premiums and established payment methods for sales.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Direct Auto Insurance
Senior Lead Agent
07.2020 - 07.2022
Job overview
- Renewals
- Update Records, Kept sales leads high by continuously prospecting and scheduling new client appointments per week
- Improved team performance by training employees in new techniques and monitoring daily activities
- Increased revenue by seeking out and capitalizing on new sales opportunities
- Set up clients with new policies, including calculating premiums and establishing payment methods
- Informed clients of policies and procedures.
Amax Auto insurance
Agent Manager
09.2013 - 07.2020
Job overview
- Assisted with tasks and work duties during slow periods to maintain team productivity
- Enhanced customer satisfaction with fast, knowledgeable service
- Resolved customer concerns using strong communication and conflict management skills
- Networking Skills
- Communicating With Clients
- Educated customers on promotions to enhance sales
- Resolved customer complaints and answered customers' questions regarding policies and procedures
- Updated office files daily and kept records organized
- Established improvement plans based on regular evaluations and forward-thinking approaches
- Attend yearly retraining, including workplace behavior and safety courses online
- Brought in new customers by prospecting local businesses
- Built customer loyalty by assisting with needs at any stage of sales process
- Achieved financial targets with excellent customer acquisition and retention strategies
- Sold various insurance policies to customers basked on risk tolerance
- Trained and monitored new agents on prospecting and selling techniques
- Worked with the underwriter to complete forms and obtain coverage
- Calculated premiums and set up clients with automated payment options for discounts
- Continuously classified and filed records to keep the systems efficient and all information organized
- Gained an exceptional knowledge of all insurance products offered to customize plans and meet needs of different customers.
Education
Positive Solutions Charter SchoolSan Antonio, TX
GED
05.2007
Skills
- Communication and influencing skills
- Listen to client to identify needs and present solutions
- Build substantial client base by delivering superior service, retaining customers, and obtaining referrals
- Bilingual
- Policy writing
- Marketing
- Critical thinking
- Quote Information
- Insurance Policy Sales
- Marketing Strategy Development
- Streamlining Processes
- Email Marketing
- Insurance Industry Knowledge
- Persuasive Negotiations
- New Agent Training
- Binder Coverage
Additional Information
- GED , San Antonio College | San Antonio, Texas ·
- General Lines Life And Health License
- General Lines Property and Casualty license
Timeline
Insurance and Finance Service Agent
State Farm
12.2022 - Current
Life Insurance Agent
Kemper Life
08.2022 - 09.2022
Senior Lead Agent
Direct Auto Insurance
07.2020 - 07.2022
Agent Manager
Amax Auto insurance
09.2013 - 07.2020
Positive Solutions Charter School
GED
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