Guadalupe Sandoval Soto
Monroe
Summary
Dynamic insurance professional with proven expertise in insurance sales and product knowledge, notably at Metropolitan Insurance LLC. Excelled in client relationship management and customer service, achieving significant client satisfaction. Skilled in policy management and renewals, blending analytical prowess with interpersonal skills to advise on optimal coverage solutions.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Metropolitan Insurance LLC
06.2018 - Current
- 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.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Provided coverage option information to assist clients in protecting assets.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
Teller
Khalil Corporation Inc
01.2017 - 02.2018
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Increased customer satisfaction through friendly interactions and resolving issues promptly.
Secretary's Assistant
Sotos Steel Inc
06.2014 - 01.2017
- Managed filing system, entered data and completed other clerical tasks.
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Performed research to collect and record industry data.
- Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
Education
High School Diploma -
South Mecklenburg High School
Charlotte, NC04-2015
Skills
- Insurance sales expertise
- Insurance product expertise
- Client relationship management
- Client account management
- Policy management expertise
- Customer service
- Quotes and sales
- Policy renewals
- Policy changes
- Property and casualty insurance
Certification
- Property and Casualty License - [NC,SC,GA,TX,FL,UT] Department of Insurance.
Languages
Spanish
Native or Bilingual
Timeline
Licensed Insurance Agent
Metropolitan Insurance LLC
06.2018 - Current
Teller
Khalil Corporation Inc
01.2017 - 02.2018
Secretary's Assistant
Sotos Steel Inc
06.2014 - 01.2017
High School Diploma -
South Mecklenburg High School
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