Cristina Valencia
Beaumont ,TX
Summary
Dynamic insurance professional with a proven track record at JCIA LLC, excelling in client account management and tailored insurance solutions. Skilled in negotiation and customer service, I enhance client satisfaction and retention through effective communication and strategic policy recommendations. Committed to professionalism and ethics, I drive results in a competitive market.
Overview
17
17
years of professional experience
Work History
Insurance Agent
JCIA LLC
03.2018 - 01.2021
- Developed tailored insurance solutions based on client needs and risk assessments.
- Managed client relationships, ensuring timely communication and support throughout policy lifecycle.
- Analyzed market trends to recommend appropriate coverage options to clients.
- Facilitated the claims process, guiding clients through documentation and submission requirements.
- Collaborated with underwriters to secure optimal terms for clients' insurance policies.
- Conducted regular policy reviews to identify opportunities for coverage enhancements or cost savings.
- Educated clients on various insurance products, enhancing their understanding of available options.
- Implemented effective follow-up strategies to maintain high levels of customer satisfaction and retention.
Notary Public
Self-employeed
03.2018 - 01.2021
- Administered notarizations for legal documents, ensuring compliance with state regulations.
- Facilitated the signing process by providing clear guidance to clients on document requirements.
- Managed scheduling and appointments to optimize workflow and client service efficiency.
- Maintained accurate records of notarized documents, safeguarding sensitive information and promoting accountability.
Life Insurance Agent
North American Senior Benefits
12.2017 - 01.2018
- Assisted clients in understanding life insurance policies and coverage options.
- Analyzed client needs to recommend suitable insurance solutions.
- Developed and maintained strong client relationships through effective communication.
- Processed policy applications efficiently, ensuring compliance with company standards.
- Educated clients on benefits of various life insurance products and services.
- Participated in training sessions to enhance product knowledge and sales techniques.
- Promoted products and services using upselling and other sales strategies.
Assistant Secretary
Betty Leblanc
01.2017 - 12.2017
- Fostered positive relationships with stakeholders through effective communication and follow-up
- Responded to inquiries from callers seeking information.
- Streamlined communication channels by creating an organized filing system for emails, memos, reports, and other documentation.
- Expedited document processing by reviewing contracts, invoices, and forms for accuracy before approval from senior staff members.
- Increased productivity by conducting research to support decision-making processes among executive team members.
- Enhanced customer satisfaction by providing prompt responses to inquiries via phone calls or email correspondence.
Assistant Manager
Rent A Wheel Rent A Tire
03.2016 - 12.2016
- Led team in achieving operational efficiency through process improvement initiatives.
- Mentored junior staff, enhancing their skills and performance in daily tasks.
- Developed and implemented strategic plans to optimize resource allocation and workflow.
- Analyzed performance metrics to identify areas for operational enhancement.
- Evaluated project outcomes, providing insights for future strategic planning efforts.
- Supervised day-to-day operations to meet performance, quality and service expectations.
Assistant Secretary
Ware Insurance
10.2013 - 12.2015
- Managed sensitive information with discretion, ensuring the confidentiality of company documents and communications.
- Communicated with customers via phone and email to confirm deliveries and respond to inquiries.
- Contributed to a positive work environment by maintaining a clean, organized office space that promoted efficiency.
- Maintained accurate records using various database software programs for easy access to vital information.
- Implemented best practices for document handling to ensure compliance with organizational policies
Sales Representative
JK Chevrolet
06.2010 - 09.2013
- Developed and maintained strong customer relationships to enhance client satisfaction and loyalty.
- Conducted market research to identify new sales opportunities and target demographics.
- Collaborated with cross-functional teams to streamline sales processes and improve overall efficiency.
- Trained and mentored junior sales staff to strengthen team performance and knowledge base.
- Implemented effective sales strategies that increased market penetration in competitive areas.
Assistant Secretary
One Stop Insurance
12.2008 - 11.2010
- Managed scheduling and coordination of meetings for executive leadership
- Developed and maintained efficient office filing systems and records management
- Assisted in preparing reports and presentations for board meetings
- Streamlined communication processes between departments to enhance collaboration
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Collections Agent
Conns Corporate
05.2004 - 11.2008
- Managed high-volume outbound calls to collect outstanding payments from clients.
- Developed and implemented effective negotiation strategies to resolve payment disputes.
- Maintained accurate records of customer interactions and payment agreements in CRM systems.
- Trained new team members on best practices for collections techniques and compliance standards.
- Analyzed customer accounts to identify trends and recommend personalized payment solutions.
- Conducted regular follow-ups with clients to ensure timely payments and maintain relationships.
- Processed payments and applied to customer balances.
- Negotiated to collect balance in full.
Education
No Degree - Business Management And Marketing
LIT
Beaumont, Texas06-2012
Skills
- Customer service
- Professionalism and ethics
- Quotes and sales
- Property insurance
- Client account management
- Policy renewals
- Negotiation
- Life insurance
- New client acquisition
- Auto insurance
- Marketing management
- Leads prospecting
- Marketing strategies
Languages
Spanish
Full Professional
Timeline
Insurance Agent
JCIA LLC
03.2018 - 01.2021
Notary Public
Self-employeed
03.2018 - 01.2021
Life Insurance Agent
North American Senior Benefits
12.2017 - 01.2018
Assistant Secretary
Betty Leblanc
01.2017 - 12.2017
Assistant Manager
Rent A Wheel Rent A Tire
03.2016 - 12.2016
Assistant Secretary
Ware Insurance
10.2013 - 12.2015
Sales Representative
JK Chevrolet
06.2010 - 09.2013
Assistant Secretary
One Stop Insurance
12.2008 - 11.2010
Collections Agent
Conns Corporate
05.2004 - 11.2008
No Degree - Business Management And Marketing
LIT
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