San Juanita Perez
McAllen,TX
Summary
Results-driven Insurance Agent accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
26
26
years of professional experience
Work History
Insurance Agent
Pay-Less Insurance
10.1996 - 12.2022
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Developed and implemented marketing strategies to boost sales and increase customer base.
- Created detailed reports for management to track performance and sales.
- Educated clients on insurance policies and procedures.
- Finalized sales and collected necessary deposits.
- Developed and implemented promotional strategies to increase customer base.
Education
High School Graduate -
Robstown High School
Robstown, TX05.1976
Skills
- Increasing Savings
- Update Records
- Insurance Coverage Review
- Form Completion and Submission
- Deposit Collection
- Claims Information Gathering
- Claims Reporting Systems
- Manage Renewals
- Customer Follow-Up
- Customer Service and Assistance
- Regulatory Compliance
- Agent Support
- Quote Information
- Insurance Eligibility
- Property and Casualty Insurance Sales
- Quotes and Sales
- Policy Writing
- Sell Policies
- Operations Management
Languages
English, Spanish
Professional Working
Timeline
Insurance Agent
Pay-Less Insurance
10.1996 - 12.2022
High School Graduate -
Robstown High School
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