Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Emilia Ruiz

Corona,CA

Summary

Dynamic Health Insurance Sales Associate with Anthem Healthcare, skilled in lead prospecting and customer retention. Achieved consistent sales growth through effective follow-up strategies and personalized service. Proven ability to foster client relationships, enhancing satisfaction and loyalty while leveraging strong communication skills to educate clients on insurance solutions.

Overview

29
29
years of professional experience
1
1
Certification

Work History

Health Insurance Sales Asociate

Anthem Healthcare
04.2016 - 10.2018
  • Established partnerships with local businesses promoting cross-referrals that contributed towards business growth.
  • Assisted in developing and implementing marketing campaigns boosting brand awareness and increasing market share.
  • Boosted sales revenue by identifying and targeting potential clients through market research and networking events.
  • Increased customer satisfaction by providing personalized insurance solutions and exceptional service.
  • Exceeded sales targets consistently by employing effective closing techniques and addressing objections tactfully.
  • Developed strong relationships with clients to foster trust and loyalty, leading to higher renewal rates.
  • Enhanced client retention with consistent follow-ups and timely policy reviews.
  • Implemented effective referral programs to generate a steady stream of new leads from satisfied clients.
  • Conducted in-depth analyses of clients'' existing policies, identifying coverage gaps and recommending appropriate adjustments.
  • Educated clients on the importance of various insurance products, enabling them to make informed decisions about their coverage needs.
  • Maintained detailed records of all interactions with prospects and clients using CRM software, ensuring accurate reporting of sales activities.
  • Delivered informative presentations at local community events highlighting the benefits of insurance products.
  • Managed time efficiently by prioritizing tasks effectively resulting in enhanced productivity levels.
  • Expanded client base through strategic prospecting efforts such as cold calling, attending community events, and leveraging social media platforms.
  • Actively participated in continuing education opportunities staying up-to-date on industry trends regulations.
  • Demonstrated expertise in diverse product offerings including auto, home, life, health insurance policies as well as annuities and retirement planning strategies.
  • Generated quotes and proposals for clients to match individual needs.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Met with prospective clients to discuss insurance needs and provide solutions.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Followed up promptly with interested clients to close sales.
  • Developed sales strategies to increase sales of insurance policies.
  • Negotiated contracts with clients to establish best coverage with lowest cost.
  • Educated clients on insurance policies and procedures.
  • Analyzed customer needs to provide customized insurance solutions.
  • Met with customers to provide information about available products and policies.
  • Calculated premiums and established payment methods for sales.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Conducted annual reviews of existing policies to update information.
  • Monitored customer feedback and identified areas of improvement.
  • Negotiated contracts and terms of sale with potential customers.
  • Identified and solicited sales prospects in agency databases.
  • Evaluated competitors' products and services to gain competitive advantage.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Developed and implemented promotional strategies to increase customer base.
  • Conducted research and identified market trends to develop better strategies for sales.
  • Designed presentations and marketing materials to promote insurance products.

RE Sales

First Team Realtor Steve
09.2013 - 06.2015
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Passionate about learning and committed to continual improvement.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Organized and detail-oriented with a strong work ethic.
  • Strengthened communication skills through regular interactions with others.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Developed and maintained courteous and effective working relationships.

Internet Sales Specialist

Richmond American Homes
07.2005 - 06.2013
  • Streamlined order processing procedures to reduce fulfillment times and enhance overall customer experience.
  • Led training sessions for new hires on internet sales processes and software platforms used within the organization.
  • Fostered a collaborative environment among team members by sharing best practices, knowledge resources, and supporting each other''s sales initiatives.
  • Created compelling content for product descriptions, improving conversion rates on the company''s e-commerce platform.
  • Organized webinars and virtual events showcasing new products or promotions, increasing brand awareness among target audiences.
  • Managed multiple online sales channels for optimal revenue generation and market reach.
  • Spearheaded special projects aimed at increasing online sales, such as targeted promotions or website feature enhancements.
  • Increased customer satisfaction with timely response to inquiries and providing accurate product information.
  • Boosted online sales by developing and implementing effective internet marketing strategies.
  • Stayed current on industry trends and emerging technologies to ensure the company''s online presence remained competitive and effective.
  • Collaborated with team members to improve website layout, design, and user experience, resulting in increased visitor engagement.
  • Developed a comprehensive understanding of the product portfolio to better serve customers'' needs while upselling complementary items when appropriate.
  • Provided exceptional customer service through prompt communication via phone, email, and live chat support, resolving issues efficiently.
  • Managed customer service inquiries and complaints for customer satisfaction.
  • Corresponded with online customers to address questions or complaints about products, policies, or shipping methods.
  • Analyzed customer feedback to identify areas of improvement in online shopping experience.
  • Improved monthly sales with successful marketing, sales and customer relations approaches.
  • Tracked inventory and reviewed retail trends to make timely and proactive business decisions.
  • Implemented marketing campaigns to increase customer engagement and sales.
  • Created promotional campaigns to boost sales and drive customer loyalty.

Inventory Control and Import-Export Scheduling

Fender Musical Instrents
01.1990 - 07.2002
  • Paid attention to detail while completing assignments.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Learned and adapted quickly to new technology and software applications.
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Passionate about learning and committed to continual improvement.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Organized and detail-oriented with a strong work ethic.
  • Strengthened communication skills through regular interactions with others.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Developed and maintained courteous and effective working relationships.

Education

Administrative An Marketing

University of Phoenix
San Diego/Ontario Campus

Skills

  • Follow-up strategies
  • Customer service
  • Licensed insurance agent
  • Appointment management
  • Email marketing
  • Lead prospecting
  • Account management
  • Customer retention

Certification

RE License for 20 years

Health and Life Insurance licensed

Fully bilingual English/Spanish

Languages

Spanish
Native or Bilingual

Timeline

Health Insurance Sales Asociate

Anthem Healthcare
04.2016 - 10.2018

RE Sales

First Team Realtor Steve
09.2013 - 06.2015

Internet Sales Specialist

Richmond American Homes
07.2005 - 06.2013

Inventory Control and Import-Export Scheduling

Fender Musical Instrents
01.1990 - 07.2002

Administrative An Marketing

University of Phoenix

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Emilia Ruiz