ELVIA LEAL
Pharr
Summary
Experienced insurance agent recognized for professionalism and ethical practices. Strong background in sales strategies and client education, committed to enhancing customer satisfaction and driving business growth.
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
30
30
years of professional experience
Work History
Insurance Agent
San Juan Insurance Agency / Valley Insurance Providers / Truckers Ins
San Juan, TX
08.2004 - Current
- Assisted clients in understanding insurance policies and coverage options.
- Supported team in processing applications and claims efficiently.
- Conducted research on various insurance products to enhance client recommendations.
- Maintained organized records of client interactions and policy details.
- Developed knowledge of industry regulations and compliance requirements.
- Participated in training sessions to improve product knowledge and sales techniques.
- Engaged with clients to build rapport and foster long-term relationships.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Finalized sales and collected necessary deposits.
- Collected premiums on or before effective date of coverage.
Insurance Agent
Johnhar Insurance Agency
McAllen, TX
01.2004 - 08.2004
- Collaborated with senior agents to streamline communication with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
- Streamlined administrative tasks, improving overall office efficiency and productivity.
- Streamlined application processing, significantly reducing wait times for policy approvals and client satisfaction.
Insurance Agent
Statewide Insurance Agency
McAllen, TX
09.2003 - 01.2024
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Insurance Agent
Amistad Insurance Agency
McAllen, TX
09.2002 - 09.2003
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
Insurance Agent
ALLSTATE INSURANCE -EDDIE CAVAZOS
McAllen, TX
06.2021 - 09.2022
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Mentored junior agents, sharing industry insights and best practices for success in the field.
- Utilized CRM software to manage client relationships.
- Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
Insurance Agent
ALLSTATE INSURANCE-ARCHIE ACEVEDO
McAllen, TX
03.1996 - 06.2001
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Resolved complex claims issues, advocating on behalf of clients to ensure fair settlements.
- Achieved top salesperson status by consistently exceeding sales targets through effective client relationship management.
- Implemented client feedback system to gather insights and improve service delivery continuously.
Education
High School Diploma -
P.SJ.A High School
Pharr,TX05-1992
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Policy renewals
- Cold calling
- Insurance policy sales
- Insurance eligibility
- Customer billing
- Customer complaint resolution
- New agent training
- Policy changes
- Insurance practices
- Customer referrals
- Billing procedures
- Licensing requirements
- Records maintenance
- Document control
- Requirements reviews
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Insurance Agent
ALLSTATE INSURANCE -EDDIE CAVAZOS
06.2021 - 09.2022
Insurance Agent
San Juan Insurance Agency / Valley Insurance Providers / Truckers Ins
08.2004 - Current
Insurance Agent
Johnhar Insurance Agency
01.2004 - 08.2004
Insurance Agent
Statewide Insurance Agency
09.2003 - 01.2024
Insurance Agent
Amistad Insurance Agency
09.2002 - 09.2003
Insurance Agent
ALLSTATE INSURANCE-ARCHIE ACEVEDO
03.1996 - 06.2001
High School Diploma -
P.SJ.A High School