Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
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Cristian Lopez

Johnson City,TN

Summary

Aiming to further pursue and expand my experience while strengthening my skillset in the Insurance field, I am striving towards a career where I can professionally advance, push for company growth, and exceed individual expectations. I am passionate about maintaining excellent client satisfaction and I am very committed to work as hard as possible until my dreams become a reality. I take great pride in being the absolute best version of myself and I wish to have a positive yet lasting impression with anyone that I encounter.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Store Manager

Confie Insurance Group
12.2023 - 04.2024
  • In-office environment from a local Acceptance Insurance agency, transferring from Johnson City to Kingsport, TN.
  • Improved customer satisfaction through staff training in customer service and carrier/product knowledge.
  • Maximized sales and walk-in traffic by creating innovative visual merchandising displays and store layouts.
  • Seamlessly adapted to a fast-paced call center environment once the company acquisition was completed.
  • Created advertisements to grow our Hispanic/Spanish-speaking clientele.
  • Managed daily operations to ensure smooth functioning of the store, maintaining a clean, warm, safe environment for customers and employees.
  • Conducted regular performance reviews for staff members, personal coaching sessions, providing constructive feedback and opportunities for growth.
  • Addressed escalated customer complaints promptly, respectfully, and professionally in order to resolve issues and maintain positive, healthy relationships with clientele.
  • Assisted with hiring, training and mentoring new staff members.
  • Promoted team collaboration, performance, and efficiency by fostering healthy work environments focused on mutual success.
  • Oversaw individual and store KPI's on a daily basis, including customer reviews.
  • Controlled over 25 inbound/outbound calls, emails, and walk-in clients per day.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs and budgets.
  • Developed strong relationships with clients through consistent communication and exceptional, friendly customer service.

Sales Producer

Karen Teske Allstate Agency
04.2023 - 09.2023
  • In-office environment from a local Allstate agency.
  • Established relationships with prospects and clients to promote product understanding and drive sales growth.
  • Developed and maintained positive relationships with active and former clients.
  • Used multiple programs to manage sensitive client information and update existing and new client profiles.
  • Handled walk-in clients with a warm, friendly greeting.
  • Managed over 50 inbound/outbound dials per day.
  • Created successful strategies for identifying and converting prospective clients to happy, long-term customers.
  • Learned advanced understanding of products and services to react to customer objections, competitive questions, and other FAQs.
  • Actively worked on warm-lead quotes sent in by service team.
  • Sticked to the follow-up process implemented by managers by calling, texting, e-mailing, or sending hand-written letters to mailbox.
  • Passed the state Property & Casualty Insurance exams on first try.

Field Underwriter

Symmetry Financial Group
08.2022 - 04.2023
  • Remote work experience.
  • Documented underwriting decisions and provided evidence of compliance to follow applicable regulations.
  • Built strong relationships with carriers and clients for constructive communications.
  • Analyzed credit, income, and health documents during underwriting process to determine risk factor with carrier.
  • Educated clients on insurance policies and procedures to ensure peace of mind.
  • Maintained excellent standards of customer service by building relationships with clients.
  • Utilized CRM software to manage client profiles and update key documents.
  • Primarily sold final expense products.
  • Passed the state Accident, Life and Health Insurance exams on first try.

Customer Service Representative

Dial America
06.2022 - 11.2022
  • Call center environment.
  • Handled customer inquiries and suggestions courteously and with a professional yet friendly tone.
  • Actively understood and listened to customers, handled concerns quickly, and escalated major issues to supervisor.
  • Updated account information to maintain customer records.
  • Responded to customer requests for products, services, and company information.
  • Answered fast flow of customer calls with a profound energy and with minimal wait times.
  • Managed over 60 customer calls per day.
  • Scheduled home appointments for Dial America's partner, HomeServe USA.
  • Cross-sold HomeServe USA products to active clients.
  • First job opportunity in a new city and state, after freshly transitioning from Miami, FL to Johnson City, TN.

Customer Service Representative

Insight Global, LLC
03.2021 - 05.2021
  • Remote call center experience due to the COVID-19 pandemic.
  • Assigned to Insight Global's partner, Molina Health Insurance.
  • Answered constant flow of inbound dials with an energetic yet happy tone, and with as little of a wait time as possible.
  • Handled client inquiries with a caring attitude.
  • Confirmed each client's insurance eligibility and benefits that they were entitled to.
  • Explained the costs and breakdowns of certain procedures to clients.

Passenger Service Agent

Swissport International Ltd
09.2017 - 05.2021
  • Provided my services for the Deutsche Lufthansa Air Group and Air Italy at Miami International Airport.
  • Assisted passengers with check-in and boarding processes, enforcing compliance with airline policies.
  • Provided exceptional customer service to passengers, addressing concerns and resolving issues to make them feel comfortable traveling.
  • Attempted to translate in Spanish and Italian for passengers with a language barrier.
  • Checked in luggage and confirmed all carry-on items met strict airline and federal guidelines.
  • Announced flight status updates and information about gate changes over PA system.
  • Tagged baggage and routed to final destination, or destination of choice.
  • Informed passengers of great opportunities to upgrade their seat/ticket class.
  • Oversaw ticketing, gate and ramp/cargo services.
  • Met arriving flights in immigrations area and made appropriate announcements over PA system.
  • Safely cleared left-behind items on aircraft through U.S Customs and Border Protection.
  • Escorted VIP and flight crews through TSA checkpoints to the dedicated airport lounge or dedicated gate.
  • Maintained up-to-date knowledge of airline policies and procedures to provide top-quality service.
  • Monitored security and maintained operational protocols.
  • Rescheduled flights, issued refunds and assisted passengers with alternative travel arrangements if flight was cancelled or heavily delayed.

Customer Service Representative

Koning Restaurants International, L.C
09.2016 - 05.2017
  • Took orders for a local Pizza Hut call center, while balancing my Senior year in high school.
  • Handled inbound calls from states across the U.S, and sent customer orders to their preferred store.
  • Politely listened to customers, handled concerns quickly and escalated major issues/complaints to managers.
  • Eagerly took opportunities to upsell multiple products to achieve personal sales targets.
  • Twice voted as CSR of the week.
  • Exceeded a total of $90,000 from all orders that were taken by me, which was noted by my managers to be 'outstanding'.

Education

High School Diploma -

Felix Varela Senior High
Miami, FL
06.2017

Skills

  • Energetic and friendly work attitude
  • Courteous yet professional demeanor
  • Active and understanding listener
  • Calm and thrives under pressure
  • Skilled with Word and Excel, and CRM software
  • Adaptable, eager to learn, and coachable
  • Dedicated and hungry to succeed
  • Confident, determined and goal-driven
  • Patient and sharp problem solver
  • Superb team player
  • Leader and focused mentality
  • Focused sales closer
  • Bilingual (English and Spanish)

Certification

  • TN Accident, Life and Health Insurance License
  • OH Non-Resident Accident, Life and Health Insurance License
  • TN Property and Casualty Insurance License


NPN : 20432536

License No : 3002119656



References

  • Katelyn Hicks / District Sales Manager / (404)-567-9001
  • Christopher Largaespada / Store Manager / (305)-834-3829
  • Karen Teske / Agency Owner / (865)-851-9522

Timeline

Store Manager

Confie Insurance Group
12.2023 - 04.2024

Sales Producer

Karen Teske Allstate Agency
04.2023 - 09.2023

Field Underwriter

Symmetry Financial Group
08.2022 - 04.2023

Customer Service Representative

Dial America
06.2022 - 11.2022

Customer Service Representative

Insight Global, LLC
03.2021 - 05.2021

Passenger Service Agent

Swissport International Ltd
09.2017 - 05.2021

Customer Service Representative

Koning Restaurants International, L.C
09.2016 - 05.2017

High School Diploma -

Felix Varela Senior High
Cristian Lopez