Delia Moreno
Wendel Smith Insurance Agency
SEGUIN,TX
1
Language
28
years of professional experience
Dedicated Insurance Representative known for strong client relationship management and teamwork. Experienced in streamlining claims processes and conducting thorough risk assessments, contributing to significant improvements in client satisfaction.
Work History
Insurance Representative
9 Years 2 Months- Conducted thorough risk assessments to determine appropriate policy recommendations for clients.
- Developed comprehensive insurance policy solutions tailored to client needs.
- Managed client relationships, ensuring prompt and accurate communication regarding coverage options.
- Trained new staff on industry regulations and agency processes to enhance team performance.
- Streamlined claims processing procedures, reducing turnaround time and improving client satisfaction.
- Attended seminars, meetings and educational programs to stay abreast of evolving needs of the insurance industry and client base.
- Resolved escalated customer issues promptly and professionally, restoring confidence in our services while preserving brand reputation.
Insurance Representative
9 Years 8 Months- Conducted thorough risk assessments to determine appropriate policy recommendations for clients.
- Developed comprehensive insurance policy solutions tailored to client needs.
- Led initiatives to improve customer service standards, resulting in increased client retention rates.
- Resolved escalated customer issues promptly and professionally, restoring confidence in our services while preserving brand reputation.
- Participated in ongoing professional development courses to maintain current knowledge of insurance products and regulations, enhancing overall expertise as a representative.
- Managed client relationships, ensuring prompt and accurate communication regarding coverage options.
- Attended seminars, meetings and educational programs to stay abreast of evolving needs of the insurance industry and client base.
Insurance Representative
8 Years 7 Months- Inspected insured personal property to determine insurance risk, balancing client need against company parameters.
- Facilitated policy renewals by reviewing client files and updating records accurately.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Tailored insurance plans to support client needs and establish a sense of trust among community members.
- Coordinated with claims adjusters to ensure fair and timely settlements for policyholders, maintaining a high level of customer satisfaction.
- Resolved escalated customer issues promptly and professionally, restoring confidence in our services while preserving brand reputation.
- Attended seminars, meetings and educational programs to stay abreast of evolving needs of the insurance industry and client base.
- Managed client relationships, ensuring prompt and accurate communication regarding coverage options.
Education
High School Diploma
Skills
Licensed insurance agent
Insurance documentation
Claims management
Sales quotations
Client needs analysis
Risk assessment
Customer follow-up
Teamwork and collaboration
Goal-oriented mindset
Answer multiple phone lines
Take payments
Languages
Spanish
Native or Bilingual
Timeline
Insurance Representative
Wendel Smith Insurance Agency
01.2016 - 03.2025Read More
Insurance Representative
Donegan Insurance Agency
04.2006 - 12.2015Read More
Insurance Representative
Miller & Miller Insurance Agency
09.1997 - 04.2006Read More
Seguin High School
High School Diploma
Read More