Freddy Velasco
San Bernardino,CA
Summary
Seasoned Commercial Insurance Producer with a proven track record at Statewide Commercial Insurance Brokers, adept in risk assessment and policy sales. Leveraged underwriting collaboration and exceptional client needs analysis to enhance policyholder satisfaction and coverage precision. Achieved significant client portfolio growth through strategic risk management and personalized service.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Commercial Insurance Producer
Statewide Commercial Insurance Brokers
Altadena, CA
10.2021 - Current
- Educated customers on insurance policies, coverage options, and risk management techniques.
- Negotiated terms of contracts with clients and insurers to secure favorable pricing and coverage.
- Prepared detailed proposals and presentations for prospective clients outlining policy features, benefits, and costs.
- Analyzed client portfolios to determine appropriate levels of coverage for optimal risk protection.
- Responded promptly to requests from existing clients concerning billing inquiries or policy changes.
- Maintained up-to-date knowledge of industry trends, regulations, best practices, and emerging technologies.
- Coordinated with underwriters to facilitate prompt issue resolution when problems arose.
- Advised clients on strategies for mitigating risks associated with their businesses.
- Updated company databases with accurate information regarding customer accounts.
- Processed applications for new business in a timely manner while adhering to all regulatory requirements.
- Worked with insurance carriers to solve problems with coverage and payments.
- Explained coverage options to potential policyholders, answering questions or concerns.
In Home Sales Expert
AT&T
Los Angeles , CA
02.2018 - 09.2021
- Collaborated with marketing team to create effective promotional campaigns.
- Conducted market research to identify new sales opportunities.
- Analyzed customer feedback to improve product features and services.
- Developed and implemented successful sales strategies to increase customer base.
- Established strong relationships with customers through regular communication.
- Provided technical advice and support for clients regarding products and services.
- Resolved customer complaints quickly and efficiently while maintaining a positive attitude.
Sales Associate
AT&T
Los Angeles, CA
11.2014 - 01.2018
- Greeted customers and provided exceptional customer service.
- Provided accurate information about products, prices and services.
- Processed transactions using a point-of-sale system.
- Maintained up-to-date knowledge of store merchandise and policies.
- Built relationships with customers to encourage repeat business.
- Demonstrated product features and benefits for customers' needs.
- Handled customer complaints in a professional manner.
- Upsold additional items based on customer interests and needs.
- Tracked sales performance metrics to identify trends in the market place.
- Developed promotional strategies to increase sales volume.
- Attended weekly team meetings to review performance goals and objectives.
- Suggested ideas for improving store operations and increasing profits.
- Answered incoming telephone calls to provide store, products and services information.
- Worked with fellow sales team members to achieve group targets.
- Developed trusting relationships with customers by making personal connections.
Education
Some College (No Degree) -
Los Angeles City College
Los Angeles, CASkills
- Underwriting collaboration
- Risk assessment expertise
- Policy analysis
- Premium calculation
- Policy sales
- Client needs analysis
Certification
- Property & Casualty license
Timeline
Commercial Insurance Producer
Statewide Commercial Insurance Brokers
10.2021 - Current
In Home Sales Expert
AT&T
02.2018 - 09.2021
Sales Associate
AT&T
11.2014 - 01.2018
- Property & Casualty license
Some College (No Degree) -
Los Angeles City College
Similar Profiles
Mark QuindozaMark Quindoza
Lead Generator / Sales Manager at Power Commercial Insurance BrokersLead Generator / Sales Manager at Power Commercial Insurance Brokers
Tiffany PhillipsTiffany Phillips
Office Manager at Statewide Commercial Cleaning Co.Office Manager at Statewide Commercial Cleaning Co.
Peter LombardoPeter Lombardo
Property Manager/Sales Associate at ReMax Commercial Brokers Inc.Property Manager/Sales Associate at ReMax Commercial Brokers Inc.