David Santos
Chicopee,United States
Summary
Focused and dedicated insurance professional with several years of experience providing superior customer service and rates for policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.
Overview
13
13
years of professional experience
Work History
Insurance Agent
Bkaye Realty
Springfield, Massachusetts
09.2019 - 07.2025
- Provided clients with comprehensive insurance policy options and coverage details.
- Assisted clients in filing claims and navigating the claims process effectively.
- Educated clients about risk management strategies and insurance benefits.
- Developed strong relationships with clients to understand their unique insurance needs.
- Conducted regular policy reviews to ensure adequate coverage and compliance.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Responded to customer inquiries and problems to promote great service.
- Provided customers with information regarding plan features, pricing, and availability.
- Maintained accurate records of all insurance transactions using computer software systems.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Assessed customer risk levels and recommended appropriate coverage options.
- Monitored market conditions to ensure that existing policies remain competitively priced.
- Conducted research to identify competitive rates and benefits offered by other providers.
Server
Lattitude Restaurant
West Springfield, Massachusetts
02.2015 - 08.2019
- Provided exceptional customer service in a fast-paced dining environment.
- Managed multiple tables efficiently while ensuring guest satisfaction.
- Trained new servers on restaurant procedures and customer service standards.
- Handled guest inquiries and resolved issues to enhance dining experience.
- Collaborated with other restaurant staff members to ensure efficient operations within the restaurant environment.
On Premise Sales Representative
MS Walker
Somerville, Massachusetts
04.2012 - 02.2015
- Developed strong relationships with key accounts to drive product visibility.
- Executed strategic sales plans to increase market penetration in competitive regions.
- Participated in weekly meetings with internal teams to discuss progress towards goals.
- Developed and implemented a comprehensive sales strategy to increase on-premise sales volume.
- Maintained an up-to-date knowledge of local liquor laws and regulations.
- Worked with customers and credit department to facilitate collection of current or past due invoices.
- Maintained positive attitude and diplomacy when dealing with customers and other team members.
Skills
- Bi-Lingual
- Cross-selling and upselling
- Insurance sales strategy
- Time management
- Customer service
- Customer follow up
- Policy writing
- Claims processing
- Relationship building
- Effective communication
- Licensed insurance agent
- Policy renewals
- Client retention
Timeline
Insurance Agent
Bkaye Realty
09.2019 - 07.2025
Server
Lattitude Restaurant
02.2015 - 08.2019
On Premise Sales Representative
MS Walker
04.2012 - 02.2015