Guadalupe Lopez-Ceja
Tulsa,OK
Summary
Dedicated to offering exceptional assistance to team members and clients. Skilled at coordinating appointments, organizing mail and collecting messages to facilitate office communication. Positive and upbeat with strong relationship-building abilities. Insightful Insurance Sales Agent bringing 3 years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement. I am always looking for new interests and faces them with a positive, open mind!
Overview
5
5
years of professional experience
Work History
Licensed Insurance Producer
Lua Insurance Agency
07.2022 - Current
- Generated quotes and proposals for clients to match individual needs.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Followed up promptly with interested clients to close sales.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Educated clients on insurance policies and procedures.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Updated account information to maintain customer records.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Offered advice and assistance to customers, paying attention to special needs or wants.
Licensed Insurance Producer
Allstate Insurance Co
09.2020 - 05.2021
- Answered constant flow of customer calls with minimal wait times.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Updated account information to maintain customer records.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
- Tracked customer service cases and updated service software with customer information.
- Delivered prompt service to prioritize customer needs.
Cashier
CVS Pharmacy
10.2018 - 08.2019
- Greeted customers entering store and responded promptly to customer needs.
- Built relationships with customers to encourage repeat business.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Welcomed customers and helped determine their needs.
- Helped customers complete purchases, locate items, and join reward programs.
- Restocked and organized merchandise in front lanes.
- Stocked, tagged and displayed merchandise as required.
- Assisted customers with returns, refunds and resolving transaction issues.
- Worked closely with shift manager to solve problems and handle customer concerns.
Education
High School Diploma -
Jenks High School
Jenks, OK06.2020
Skills
- Product Knowledge
- Insurance Recommendation
- Client Service
- Insurance Requirements
- Constructive Feedback
- Customer Interaction
- Credit Card Payment Processing
- Retail Sales Customer Service
- Active Listening
- Refund Processing
- Closing Sales
- Spanish Interpreting
Languages
Spanish
Native or Bilingual
Timeline
Licensed Insurance Producer
Lua Insurance Agency
07.2022 - Current
Licensed Insurance Producer
Allstate Insurance Co
09.2020 - 05.2021
Cashier
CVS Pharmacy
10.2018 - 08.2019
High School Diploma -
Jenks High School
Similar Profiles
Tina ReedTina Reed
Licensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCYLicensed Insurance Producer/CSR at FARMERS INSURANCE AGENCY/NAZE PERRY INSURANCE AGENCY
Anne Marie HuffAnne Marie Huff
Client Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance AgencyClient Outreach/Appointment Setter/Telemarketer at Acrisure Insurance Agency/Bender Insurance Agency
Dawn LongoDawn Longo
Commercial Account Executive at Risman Insurance Agency/Hurley Insurance AgencyCommercial Account Executive at Risman Insurance Agency/Hurley Insurance Agency
Tricia GrinderTricia Grinder
Cardiac PCU Nurse at Saint FrancisCardiac PCU Nurse at Saint Francis
Kirby O’NeillKirby O’Neill
Reconciliation Account Specialist at Global Holdings LLCReconciliation Account Specialist at Global Holdings LLC