18 Years combined of Life & Healthcare
Diana Reyna
Texas License Life/Health Agent
Floresville,TX
Summary
Proven Texas Licensed Independent Life Insurance Agent with a track record of generating new business and expanding client bases through strategic marketing and exceptional customer service, notably with Lincoln Heritage Life Insurance Company. Skilled in policy analysis and fostering positive client relationships, I excel in financial planning and problem-solving, ensuring compliance and client satisfaction.
Overview
5
5
Work History
Texas Licensed Independent Life Insurance Agent
Lincoln Heritage Life Insurance Company
07.2024 - Current
- Generated new business leads through targeted networking events, referrals, and community involvement.
- Efficiently managed a diverse portfolio of policies across various carriers while adhering to strict compliance guidelines set forth by regulators.
- Developed strategic marketing initiatives that effectively raised brand awareness within target demographics.
- Improved overall productivity by implementing efficient systems for tracking client interactions and updating records.
Texas License Life/General Lines Agent
American National Insurance Co TX
08.2020 - 07.2024
- Informed clients of policies and procedures.
- Maintained accurate records of client communications, transactions, policies, and other relevant documentation for seamless operations within the agency.
- De-escalated and resolved customer complaints with punctual, polite and professional service.
- Delivered exceptional customer service by proactively addressing concerns and fostering a positive experience throughout all interactions.
- Developed referral program that significantly expanded client base.
- Prepared and presented contracts and other legal documents to clients.
Education
Licensed For Life And General Lines
Kaplan Financial Education
San AntonioTX09-2020
No Degree - Nursing Education
St. Philip's College
San Antonio, TX08-2006
Received Diploma MAA - Medical Administrative Diploma
National Institute Of Technology
6650 First Park Ten San Antonio, TX 7821305-2005
GED -
East Central High School
7173 FM 1628 San Antonio, TX 7826305-1981
Skills
- Policy analysis
- Problem-solving skills
- Presentation
- Positive attitude
- Customer service and care
- Goal-oriented mindset
- Financial planning
- Clear communication
- Underwriting
- Documenting information
Languages
Spanish
Timeline
Texas Licensed Independent Life Insurance Agent
Lincoln Heritage Life Insurance Company
07.2024 - Current
Texas License Life/General Lines Agent
American National Insurance Co TX
08.2020 - 07.2024
Licensed For Life And General Lines
Kaplan Financial Education
No Degree - Nursing Education
St. Philip's College
Received Diploma MAA - Medical Administrative Diploma
National Institute Of Technology
GED -
East Central High School
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