Daniella Ulloa

Insurance Sales Agent/Client Services Advisor

Perfect Policy Insurance Agency

06.2013 - 12.2023

Developed strong relationships with clients through consistent communication and exceptional customer service.
Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Expanded client base by generating referrals from satisfied customers and networking within the community.
Improved sales performance by staying current on industry trends, product offerings, and competitor strategies.
Contributed to agency success by consistently meeting or exceeding monthly sales targets.
Collaborated with underwriters to ensure accurate risk assessment and appropriate coverage for clients' unique situations.
Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
Effectively managed multiple accounts simultaneously, prioritizing tasks based on urgency and importance.
Registered customer information on database to enable tracking history and maintain accurate records.
Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Collaborated with management to improve internal processes and procedures for better workflow optimization.
Handled sensitive information with discretion while maintaining strict confidentiality standards.