Flavia Alfonso Ayon

• Review and evaluate insurance applications to determine eligibility and risk factors.
• Prepare and rate new or renewal quotes.
• Handle inspection reviews, recommendations and discrepancies to ensure compliance.
• Monitore reports for consistency and accuracy in data.
• Process policy issuance and endorsements.
• Assist with accounting procedures such as invoicing for new business, endorsements & cancellations.
• Liaise with insurance companies to manage claims and ensure appropriate coverage.
• Train and mentore colleagues to enhance their professional development.

Collaborated with department leaders to establish strategic goals, increasing sales and revenue.

Secured over 40 accounts and wrote more than 300 policies through partnership with Property Investing firm.

Achieved closing rate of 85% or higher as lead agent for partnership program with over 20 agencies.

Educate clients on insurance products, State laws and regulations.

Recommend coverage types based on customer's unique needs using persuasive sales techniques.

Leveraging knowledge of products and services to customers.

Enhanced agency reputation by providing timely, accurate advice on policies and regulations.

Assist in manage an insurance office and book of business for auto insurance.

Daily customer interactions via calls, emails, and fax, and walk-ins.

Identify cross-selling opportunities, enhancing revenue potential per account.

Capitalized on client referrals to significantly expand the book of business over time.