Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Daisy Garcia-Montoya

Summary

Accomplished insurance agent with expertise in customer service and policy renewals, honed at Coast Auto Insurance. Skilled in developing personalized insurance plans and upselling, resulting in a 20% increase in client satisfaction. Licensed professional known for ethical practices and strategic insurance sales, adept at fostering long-term client relationships.

Experienced with customer service, sales techniques, and product knowledge. Utilizes persuasive communication to connect with customers and recommend products. Track record of maintaining organized inventory and supporting team goals.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Insurance Agent

Coast Auto Insurance
01.2016 - 05.2018
  • Assisted customers with policy inquiries and claims processing to enhance satisfaction.
  • Educated clients on coverage options and benefits, ensuring informed decision-making.
  • Managed policy renewals efficiently, minimizing lapses in coverage for clients.
  • Resolved customer complaints promptly, maintaining positive relationships and loyalty.
  • Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
  • Assessed customer needs and recommended suitable insurance policies.

Insurance Agent

Big Savings Insurance
01.2014 - 01.2016
  • Collaborated with underwriters to assess risk factors and optimize policy offerings.
  • Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
  • Responded to customer requests for products, services, and company information.
  • Assisted clients in filing claims, coordinating with adjusters to expedite the process and secure fair settlements.
  • Processed insurance policy cancellations and renewals quickly to meet call time targets.
  • Educated clients on policy options, coverage details, and claim processes.
  • Developed personalized insurance plans to meet client needs and preferences.

Insurance Agent

Fred Loya Insurance
10.2010 - 09.2014
  • Developed personalized insurance plans to meet client needs and preferences.
  • Educated clients on policy options, coverage details, and claim processes.
  • Streamlined application processing by implementing efficient documentation practices.
  • Conducted thorough risk assessments to identify appropriate coverage levels for clients.

Cashier

Sears
01.2010 - 10.2012
  • Processed customer transactions efficiently and accurately at point of sale.
  • Provided exceptional customer service to enhance shopping experience and resolve issues.
  • Maintained knowledge of product lines to assist customers with inquiries and recommendations.
  • Managed cash register operations, ensuring balanced drawers and adherence to cash handling procedures.

Education

High School Diploma -

Alisal High School
Salinas, CA
06-2002

Skills

  • Customer service
  • Licensed insurance agent
  • Professionalism and ethics
  • Quotes and sales
  • Auto insurance
  • New client acquisition
  • Policy writing
  • Upselling
  • Policy renewals
  • Property insurance
  • Insurance sales strategy

Certification

  • Casualty Property License#:0H29108

Languages

Spanish
Native or Bilingual

Timeline

Insurance Agent

Coast Auto Insurance
01.2016 - 05.2018

Insurance Agent

Big Savings Insurance
01.2014 - 01.2016

Insurance Agent

Fred Loya Insurance
10.2010 - 09.2014

Cashier

Sears
01.2010 - 10.2012

High School Diploma -

Alisal High School

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Daisy Garcia-Montoya