Gladys Licon
La Habra,CA
Summary
Accomplished Insurance Agent with a proven track record at Freeway Insurance, excelling in client retention and new client acquisition through exceptional customer service and expertise in policy renewals. Leveraged professionalism and ethics to exceed sales targets, achieving a high level of client satisfaction and loyalty. Skilled in upselling and client needs analysis, consistently delivering personalized insurance solutions.
Overview
30
30
years of professional experience
Work History
Insurance Agent
Freeway, Red Rock, Direct And Amco Insurance
04.1994 - 05.2024
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained high standards of customer service by building relationships with clients.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Prepared and reviewed insurance applications to verify compliance with regulations.
Education
No Degree - General Studies
El Paso Community College
El Paso, TXComputer Accounting -
International Business College - El Paso
El Paso, TXHigh School Diploma -
Humble High School
Humble, TX05.1984
Skills
- Customer Service
- P & C Licensed Insurance Agent
- Policy Renewals
- Client Retention
- Client needs analysis
- Professionalism and Ethics
- Quotes and sales
- Customer follow-up
- New Client Acquisition
- Client Relations
- Policy writing
- Upselling
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
Insurance Agent
Freeway, Red Rock, Direct And Amco Insurance
04.1994 - 05.2024
No Degree - General Studies
El Paso Community College
Computer Accounting -
International Business College - El Paso
High School Diploma -
Humble High School
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