Eva Lazo
Caldwell,TX
Summary
Proven track record in enhancing client relationships and exceeding sales targets, as demonstrated at SelectQuote. Skilled in CRM software and excellent customer service, consistently leveraging strong communication to drive success. Achieved significant client satisfaction and referral rates through effective upselling, cross-selling, and meticulous follow-ups.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
Allstate- Robert Boone Agency
Allen, TX
11.2025 - 01.2026
- Assisted clients in understanding insurance products and selecting appropriate coverage options.
- Processed policy applications and renewals accurately, ensuring compliance with company standards.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Insurance Sales Agent
Harpole Farmers Agency
McKinney, TX
05.2025 - 07.2025
- Provided excellent customer service by addressing inquiries and resolving issues promptly.
- Enhanced sales pipeline by targeting potential customers in various markets and utilizing effective marketing strategies.
- Generated quotes and proposals for clients to match individual needs.
- Established credibility and trust with clients through transparent communication about policy options, costs, and benefits.
Senior Sales Agent
SelectQuote
Remote
07.2023 - 03.2024
- Utilized CRM software effectively for tracking leads, managing client information, and facilitating timely follow-ups with prospects.
- Developed strong client relationships through consistent communication and outstanding service.
- Generated referrals from satisfied customers through excellent rapport-building skills and genuine interest in their needs.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Senior Benefits Consultant
GoHealth
Remote
10.2021 - 07.2022
- Assisted clients in understanding insurance products and selecting appropriate coverage options.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Leveraged CRM software to effectively track leads, manage contacts, and monitor progress towards goals.
Education
University of Mary Hardin-Baylor
Belton, TXSkills
- Excellent Customer Service
- Strong Communication Skills
- Technical Proficiency: CRM software, Microsoft Office
- Detail-oriented
- Account management
- Administrative functions
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Certification
- Health and Life License - Sept. 2021-Present
- Property and Casualty License- July 2024-Present
Timeline
Insurance Sales Agent
Allstate- Robert Boone Agency
11.2025 - 01.2026
Insurance Sales Agent
Harpole Farmers Agency
05.2025 - 07.2025
Senior Sales Agent
SelectQuote
07.2023 - 03.2024
Senior Benefits Consultant
GoHealth
10.2021 - 07.2022
University of Mary Hardin-Baylor