Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
1
1
year of professional experience
Work History
Insurance Broker
Claudia's Insurance
08.2023 - 11.2024
Calculated quotes and educated potential clients on insurance options.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Reported policy changes and company conditions affecting customer satisfaction.
Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Developed sales leads from direct referrals, networking and targeted marketing campaigns.
Met with prospective customers and business owners in homes, businesses, and other settings.
Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Utilized CRM software to manage client relationships.
Education
Associate of Science - Biological Sciences
Madera Community College
Madera, CA
12-2024
High School Diploma -
Madera South High School
Madera, CA
06-2022
Skills
Billing Coordinator
Technical support
Customer service
Bilingual in Spanish and English
Organization
Prioritization
Multitasking
Decision-making
Network administration
Medical insurance understanding
Insurance verifications
Insurance authorization management
Insurance eligibility verifications
Commission-based sales experience
Timeline
Insurance Broker
Claudia's Insurance
08.2023 - 11.2024
Associate of Science - Biological Sciences
Madera Community College
High School Diploma -
Madera South High School
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