Denise Ayala
Huntington Beach,California
Summary
Service-oriented Broker with over 15 years of expertise in the insurance, tax, and financial planning markets. Guided by a commitment to exceptional client experience, I consistently deliver comprehensive solutions tailored to individual needs, resulting in a proven track record of driving revenue growth and ensuring client satisfaction. With a history of success in meeting diverse client requirements, I bring a unique blend of empathy and well-established industry knowledge to enhance the overall client experience.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Scoring Analyst and Account Specialist
Business Financial Solution
Remote
01.2023 - Current
- Set scoring appointments and met with a minimum of 5 clients per day
- Built and maintained relationships with clients getting to know and understand their needs wants and long-term goals via Zoom
- Collected and meticulously documented sensitive personal and financial information from clients, ensuring strict confidentiality and compliance with data protection regulations
- Conducted a financial score analysis by reviewing all personal financial information
- Developed, implemented, and monitored a strategy designed to address clients' situations utilizing all resources to help pursue their goals
- Continued follow-up to maintain and increase client base
- Expanded the company's client base through effective networking and relationship-building strategies
Senior Tax Associate
Optima Tax Relief
Santa Ana, CA
01.2020 - 11.2022
- Communicated with prospective clients regarding their tax problems via outbound & inbound telephone calls, on average making a minimum of 100 calls per day
- Meticulously reviewed client financial records and identified discrepancies or potential areas of concern regarding their tax problems and liability
- Qualified prospective clients for one of our various services based on their tax liability.
- Closed phase 1 of the front-end process by collecting all executed enrollment documents and signatures from clients and transferring them to the Legal team
- Closed phase 2 of the back-end process by presenting a resolution strategy to clients and collecting their payment
- Received 9 top earner awards over 24 months for continuously exceeding quota (20 deals on the front-end, 30 on the back-end)
Insurance Broker
Health Markets
San Diego, CA
08.2012 - 03.2018
- Exceeded monthly sales goals as 1 of the top 5 producers in the office
- Specialized in selling various health insurance policies and ancillary coverage to clients across the U.S.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs
- Worked 1:1 with clients to complete applications to ensure accuracy and approval by various markets
- Built and maintained a large book of business through cold-calling customers across the U.S.
- Developed strong relationships with both underwriters and clients
- Participated in educational opportunities to further my knowledge and skills on new products in the market
Licensed Insurance Agent
Repp Gartner Finanacial - Insphere Insurance
San Diego, CA
07.2006 - 07.2012
- Contracted in 32 States and appointed with several A-rated health insurance carriers
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options
- Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations
- Calculated premiums and established payment methods
- Performed administrative tasks such as maintaining records and handling policy renewals
- Trained new employees on how to present to customers and how to place them with the right insurance company
Skills
- Strong sense of accountability
- Client relationship management
- Confident communication & phone skills
- Renewals management
- Prospecting skills
- Policy analysis
- Experience with CRM, Salesforce, & Five9
- Financial planning
- Life and Health Insurance
- Top-Rated Sales Performance Record
Certification
- Active Property and Casualty Insurance License with the California Department of Insurance (since 2019) #0G36083
- Active Life and Health License with the California Department of Insurance (since 2008) #0G36083
Timeline
Scoring Analyst and Account Specialist
Business Financial Solution
01.2023 - Current
Senior Tax Associate
Optima Tax Relief
01.2020 - 11.2022
Insurance Broker
Health Markets
08.2012 - 03.2018
Licensed Insurance Agent
Repp Gartner Finanacial - Insphere Insurance
07.2006 - 07.2012