Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
25
25
years of professional experience
Work History
Insurance Agent
Independant agent
Houston, TX
01.2023 - Current
Engaged customers and provided a high level of service by carefully explaining details about documents.
Analyzed customer needs and provided the best options, upselling products and services.
Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
Generated new leads and identified potential clients by using successful direct marketing strategies.
Provided quick turnaround time when customers called with questions, usually within 24 hours.
Reviewed coverage plans and strategic initiatives, determining how best to align new offerings with business goals.
Incurance Agent
TZ Insurance Solutions LLC
Houston, TX
07.2021 - 01.2023
Answered incoming calls from potential customers, provided product information and answered questions.
Identified customer needs and offered appropriate solutions to meet those needs.
Utilized a consultative sales approach to identify customer's wants and needs, then recommended products accordingly.
Maintained up-to-date knowledge of all products and services available through the company.
Developed relationships with customers in order to increase sales opportunities.
Insurance Agent Phone Sales
Assurance Health Care Financial Services
Houston, TX
04.2018 - 07.2021
Developed and implemented comprehensive insurance plans for clients according to their individual needs.
Conducted research to identify competitive rates and benefits offered by other providers.
Provided customers with information regarding plan features, pricing, and availability.
Educated customers on the importance of maintaining adequate insurance coverage.
Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
Insurance Sales Manager
American General Life and Accident Insurance Company
Houston, TX
02.2013 - 04.2018
Developed marketing strategies to increase sales and reach new customer segments.
Created detailed monthly reports on the performance of agents and provided feedback for improvement.
Conducted regular training sessions with agents to ensure compliance with insurance regulations.
Assisted agents in developing client relationships through networking events and seminars.
Analyzed customer data to identify potential sales opportunities and trends.
Evaluated agent performance, identified areas of improvement, and implemented corrective action plans when necessary.
Insurance Sales Manager
Family life insurance co
Houston, TX
09.2005 - 02.2013
Developed marketing strategies to increase sales and reach new customer segments.
Created detailed monthly reports on the performance of agents and provided feedback for improvement.
Conducted regular training sessions with agents to ensure compliance with insurance regulations.
Analyzed customer data to identify potential sales opportunities and trends.
Assisted agents in developing client relationships through networking events and seminars.
Insurance Agent
Combine Insurance
Houston, TX
04.1999 - 05.2005
Provided customers with information regarding plan features, pricing, and availability.
Educated customers on the importance of maintaining adequate insurance coverage.
Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
Resolved customer complaints in a timely manner to maintain high satisfaction levels.
Developed relationships with new clients through cold calling and referrals from existing customers.
Education
GED -
Jennings High School
Jennings, Antigua Wi
07.1979
Miami Dade College
Miami, FL
Skills
Insurance sales strategy
Customer follow-up
Cross-selling and upselling
Reliable and trustworthy
Problem resolution
Friendly, positive attitude
Customer service
Upselling
Life Insurance
New Client Acquisition
Client Account Management
Marketing Strategies
Leads Prospecting
Lead Development
Timeline
Insurance Agent
Independant agent
01.2023 - Current
Incurance Agent
TZ Insurance Solutions LLC
07.2021 - 01.2023
Insurance Agent Phone Sales
Assurance Health Care Financial Services
04.2018 - 07.2021
Insurance Sales Manager
American General Life and Accident Insurance Company
02.2013 - 04.2018
Insurance Sales Manager
Family life insurance co
09.2005 - 02.2013
Insurance Agent
Combine Insurance
04.1999 - 05.2005
GED -
Jennings High School
Miami Dade College
Similar Profiles
Hazel RuizHazel Ruiz
Real Estate Agent at Independant Real Estate AgentReal Estate Agent at Independant Real Estate Agent