Dolores Mora
Austin
Summary
Results-driven Insurance Broker with extensive experience in Property & Casualty (P&C) insurance, management, and customer service. Proven track record of exceeding sales targets, building strong client relationships, and leading teams to success. Adaptable, bilingual, and dedicated to delivering customized insurance solutions that align with client needs and market conditions.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Broker
J&M Insurance Services
Austin
01.2022 - 07.2024
- Built and managed a diverse portfolio of P&C insurance clients, providing personalized coverage solutions
- Led client consultations to assess risk profiles and ensure optimal policy coverage
- Trained and mentored junior agents, driving improved team performance and sales outcomes
Licensed Insurance Agent
UFCU Insurance Services
Austin
07.2019 - 12.2021
- Delivered tailored insurance solutions by evaluating client assets, risks, and financial objectives
- Consistently exceeded sales goals through proactive lead generation and cross-selling strategies
- Educated clients on policy updates and claims processes, ensuring long-term retention and satisfaction
Insurance Sales Representative
Amica Mutual Insurance Company
Austin
02.2017 - 07.2019
- Advised clients on personalized P&C insurance plans, matching coverage to unique needs and budgets
- Generated new business and exceeded monthly sales targets through consultative sales techniques
- Handled quotes, policy changes, and client inquiries with efficiency and empathy
Coordinator
It’s Just Lunch
Austin
08.2016 - 02.2017
- Managed elite client accounts, conducted matchmaking interviews, and provided coaching to enhance client outcomes
Claims Representative
Progressive Insurance
Austin
03.2016 - 07.2016
- Investigated auto claims, determined liability, and ensured accurate, timely case resolutions
Sales Representative
Ed Hicks Nissan
Corpus Christi
09.2015 - 02.2016
- Identified client needs, conducted product demonstrations, and guided customers through the sales process
Education
Some College (No Degree) -
Del Mar College
Corpus Christi, TXSome College (No Degree) -
Texas A&M University
Corpus Christi, TXSkills
- Property & Casualty Insurance
- Team Leadership & Mentorship
- Client Relations & Customer Service
- Sales Strategy & Cross-Selling
- Risk Assessment & Policy Customization
- Bilingual: English & Spanish
Certification
Texas Property & Casualty Insurance License
Volunteer Experience
- Group Leader – Mental Health & Sobriety Discussions, Austin, TX, 01/01/15, Present, Led regular group discussions focused on mental health and sobriety, fostering an open, supportive, and solution-driven environment., Guided diverse groups through challenging topics, promoting empathy, personal growth, and resilience., Developed strong communication, active listening, and conflict-resolution skills, ensuring a safe and respectful space for all participants.
- Community Volunteer – The Phoenix & Mobile Loaves & Fishes, Austin, TX, 01/01/15, Present, Lead group discussions and activities with The Phoenix, fostering a supportive, sober community environment., Volunteer with Mobile Loaves & Fishes, supporting outreach efforts to provide meals and essential services to underserved populations., Organize and facilitate events promoting mental health, resilience, and community engagement.
Timeline
Insurance Broker
J&M Insurance Services
01.2022 - 07.2024
Licensed Insurance Agent
UFCU Insurance Services
07.2019 - 12.2021
Insurance Sales Representative
Amica Mutual Insurance Company
02.2017 - 07.2019
Coordinator
It’s Just Lunch
08.2016 - 02.2017
Claims Representative
Progressive Insurance
03.2016 - 07.2016
Sales Representative
Ed Hicks Nissan
09.2015 - 02.2016
Some College (No Degree) -
Del Mar College
Some College (No Degree) -
Texas A&M University