CONSUELO ACOSTA
San Antonio,US
Summary
Detail-oriented professional offering 4 years of experience as an insurance agent. Current Texas property and casualty license, success handling commercial and personal accounts. Expert at identifying, cultivating, and maintaining relationships with buyers and providing outstanding, efficient customer service. Actively seeking a role within a reputable, customer-focused agency.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Commercial insurance Agent
Bancorp Insurance
Remote
11.2022 - Current
- Explain features, advantages and disadvantages of various policies to promote sale of insurance plans
- Customize insurance programs to suit individual customers, often covering a variety of risks.
- Offered detailed information about products and binding coverage.
- Demonstrated exceptional problem-solving skills while handling challenging negotiation situations with carriers or clients.
- Collaborated with underwriters to negotiate favorable policy terms and pricing for clients, ensuring comprehensive coverage at competitive rates.
- Strengthened client relationships with timely follow-up and excellent customer service, leading to increased retention rates.
Health Benefits Specialist
My Plan Advocate
07.2022 - 09.2022
- Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes
- Customize insurance programs to suit individual customers, often covering a variety of risks
- Calculate premiums and establish payment method.
Licensed Insurance Agent
USAA
San Antonio, TX
12.2021 - 07.2022
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
- Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
Licensed Insurance Agent
State Farm
San Antonio, TX
02.2021 - 11.2021
- 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.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
Engagement Specialist
Carenet
San Antonio, TX
01.2021 - 03.2021
- As a secretary for this company I did the following: Scheduled meetings, Took payments over the phone, quotes and invoices, Payroll, Answered emails
Secretary
Hernandez metal technologies
San Antonio, TX
01.2018 - 11.2020
- Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
- Answered multi-line phone system and enthusiastically greeted callers.
- Maintained daily report documents, memos and invoices.
- Scheduled appointments and conducted follow-up calls to clients.
- Prepared professional correspondence, including memos, letters, and emails, ensuring accuracy and timeliness.
- Entered data into system and updated customer contacts with information to keep records current.
Education
High school diploma -
Southside High School
06.2015
Skills
Underwriting knowledge
Policy analysis
Teamwork and Collaboration
Customer Service
Time Management
Multitasking Abilities
Quotes and sales
Call Center Customer Service
Team Collaboration
Certification
- Licensed Insurance Agent
- Property and Casualty License
Additional Information
ECRM
AMS360
Languages
Spanish
Native or Bilingual
Timeline
Commercial insurance Agent
Bancorp Insurance
11.2022 - Current
Health Benefits Specialist
My Plan Advocate
07.2022 - 09.2022
Licensed Insurance Agent
USAA
12.2021 - 07.2022
Licensed Insurance Agent
State Farm
02.2021 - 11.2021
Engagement Specialist
Carenet
01.2021 - 03.2021
Secretary
Hernandez metal technologies
01.2018 - 11.2020
High school diploma -
Southside High School