Douglas Granillo
Summary
Dedicated insurance professional with 6+ years of experience providing superior customer service, building strong client relationships, and achieving sales targets. Skilled in analyzing insurance needs, recommending appropriate coverage, and effectively managing administrative operations. Seeking opportunities to leverage my leadership, with desire to take on new challenges.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Insurance Agent and Office Manager
Farmers Insurance Agency
06.2017 - Current
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Investigated and processed claims swiftly to keep customers satisfied.
- Utilized CRM software to manage client relationships.
- Generated leads through cold-calling, networking and other outreach methods.
- Prepared bank deposits and handled business sales, returns and transaction reports.
- Trained and motivated employees to perform daily business functions.
- Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
Education
No Degree - Business Administration
California State University, Bakersfield
Bakersfield, CA07.2018
High School Diploma -
Golden Valley High School
Bakersfield, CA05.2018
Skills
- Client Retention
- Leads Prospecting
- Lead Development
- Account Management
- Client Relations
- Customer Service
- CRM Software
- Licensed Insurance Agent
- Customer Follow-Up
- Operations Management
- Strategic Planning
- Employee Training
- Entrepreneurial Personality
- Negotiation
- Coaching and Mentoring
- Relationship Building
- Public Speaking
- Sales Planning
- Bookkeeping
- Driven and Determined
- Business Development
Certification
- Licensed Insurance Agent #0M08666 - 2017
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Insurance Agent and Office Manager
Farmers Insurance Agency
06.2017 - Current
No Degree - Business Administration
California State University, Bakersfield
High School Diploma -
Golden Valley High School