Dania De Leon
La Porte,TX
Summary
Dynamic Licensed Insurance Agent with a proven track record at Bill Ramsey, State Farm Insurance Agent, excelling in client relationship management and regulatory compliance. Achieved consistent sales targets through persuasive negotiation and exceptional customer service, while developing tailored insurance solutions that enhanced client satisfaction and retention.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Bill Ramsey, State Farm Insurance Agent
11.2004 - Current
- Developed comprehensive insurance plans tailored to client needs and risk assessments.
- Cultivated strong relationships with clients, enhancing customer retention and satisfaction.
- Conducted regular policy reviews to ensure coverage accuracy and compliance with industry regulations.
- Provided training and mentorship to new agents, fostering a collaborative team environment.
- Collaborated with underwriting teams to assess client eligibility for various insurance products.
- 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.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
Tax Preparer
Honest Tax Services
01.2025 - 05.2025
- Prepared and filed federal and state tax returns for diverse clientele.
- Reviewed financial documents to ensure compliance with current tax laws.
- Conducted thorough audits of tax returns for accuracy and completeness.
- Provided guidance on tax planning strategies to enhance client financial outcomes.
Legal Assistant
Jesus Macias , P,C,
07.1999 - 03.2003
- Assisted clients in completing forms and gathering necessary evidence for visa petitions and status adjustments.
- Coordinated communication between clients and legal staff, facilitating efficient information exchange and support.
- Assisted attorneys in preparing immigration applications and petitions for submission.
- Trained junior staff on application procedures and best practices for client interaction.
- Coordinated appointments and meetings with clients, optimizing attorney schedules for maximum productivity.
- Created weekly, monthly, and quarterly expense reports.
- Generated leads to meet and exceed revenue goals by identifying new clients.
- Oversaw inventory management systems, ensuring accurate tracking of office supplies and equipment.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Resolved office disputes swiftly and equitably, maintaining harmonious workplace.
- Strengthened financial operations by conducting bank reconciliations and financial reporting.
Education
Advanced Tax Preparer Certficate -
USA All Benefits Group
Houston, TX11-2024
No Degree -
San Jacinto College
Pasadena, Texas, TX08-1996
High School Diploma -
Sam Rayburn High School
Pasadena, TX05-1994
Skills
- Insurance sales expertise
- Insurance product expertise
- Client relationship management
- Client account management
- Goal oriented approach
- Regulatory compliance
- Marketing techniques
- Claims handling proficiency
- Sales strategy development
- Upselling
Certification
- Life and Health Insurance License
- State Farm Bank Certified
- IRS Tax Preparer
Languages
English
Native or Bilingual
Timeline
Tax Preparer
Honest Tax Services
01.2025 - 05.2025
Licensed Insurance Agent
Bill Ramsey, State Farm Insurance Agent
11.2004 - Current
Legal Assistant
Jesus Macias , P,C,
07.1999 - 03.2003
Advanced Tax Preparer Certficate -
USA All Benefits Group
No Degree -
San Jacinto College
High School Diploma -
Sam Rayburn High School