Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Denise Pineda-Morales

Galt,CA

Summary

Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Insurance Agent

Allstate
Elk Grove, CA
01.2020 - 01.2024
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.

Account Manager

State Farm
Lodi, CA
09.2015 - 01.2020
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Developed customized account plans for clients to help them achieve their business goals.
  • Collaborated with sales team to identify potential upsell opportunities and expand client base.

Personal Banker

Wells Fargo
Lodi, CA
10.2013 - 04.2015
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.
  • Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
  • Boosted sales of bank products through effective cross-selling and up-selling techniques.

Education

Associate of Arts - Language Studies

American River College
Sacramento, CA
05.2024

Skills

  • Client Relations
  • Customer Service
  • Leads Prospecting
  • Risk Mitigation
  • Account Management
  • Policy Knowledge
  • Asset Protection Expertise

Certification

Accident & Health or Sickness, Casualty, Life, & Property License | ACTIVE | Exp. 12/31/2025

License #: 0K62837

Languages

Spanish
Native or Bilingual

Timeline

Insurance Agent

Allstate
01.2020 - 01.2024

Account Manager

State Farm
09.2015 - 01.2020

Personal Banker

Wells Fargo
10.2013 - 04.2015

Associate of Arts - Language Studies

American River College
Denise Pineda-Morales