Daniela Pimentel Del Nogal
The Bronx,NY
Summary
- Personable and dedicated with knack for understanding client needs and delivering tailored solutions. Possesses foundational knowledge in risk assessment and policy management, coupled with strong communication and organizational skills. Committed to providing exceptional service that enhances customer satisfaction and builds lasting relationships.
Overview
1
1
year of professional experience
Work History
Insurance Agent
03.2025 - Current
- Assisted clients in understanding insurance products and options available.
- Developed strong relationships with clients to address their insurance needs.
- Processed client inquiries regarding claims, coverage, and policy changes efficiently.
- Participated in training sessions to improve product knowledge and sales techniques.
- Conducted market research to identify potential clients and insurance trends.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Education
Bachelor of Informatics - Informatica
IUTAR
Venezuela11-2009
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Client needs analysis
- Health insurance
- Policy renewals
- Vision and dental insurance
Timeline
Insurance Agent
03.2025 - Current
Bachelor of Informatics - Informatica
IUTAR