Accomplished Agent with proven track record of exceeding aggressive sales objectives. Known for strong interpersonal skills and to develop loyal customer relationships.
Overview
6
6
years of professional experience
Work History
License Agent
AAA Insurance Agency
10.2019 - 12.2023
Assist customers in choosing the right coverage options that meet their needs by explaining Massachusetts basic coverage requirements and laws
Take advantage of referrals from other departments, such as members relations in other to promote Insurance products and increase sales
Present quotes to clients on auto, home, and renter's insurance through a consultative sales approach
License Agent
Christopher Kokoras Insurance
01.2018 - 10.2019
Speak to an average of 75+ customers in Spanish and English a week to evaluate individual needs and financial status and propose protection plans that meet their criteria
Appraise the wishes and demands of individual customers and sell the suitable protection plans
Collect information from clients on their risk profiles in order to offer them the proper quotes and utilize the DMV and Special Agent databases
Retain continuous awareness of transactions, sales and terms and keep relative records
Present new insurance products to new and existing clients such as safe driver discounts, bundle insurance, loyalty rewards, etc.
Education
Producer License, Lines of Insurance, C, L, P, Division of Insurance, Massachusetts -
January 2022 (Expires Jan 2025)
Associate Degree in Applied Science -
Gibbs College, Boston, MA
01.2005
Skills
Effective team player with excellent communication skills who is bilingual in English and Spanish
Excellent track in retaining customers and increasing sales while building customer loyalty
Detail oriented with the ability to multitask in a fast-paced environment
Negotiation skills and ability to solve problems
Proficient in CRM, EPIC, Microsoft Office Suite (Word, Excel, PowerPoint, Access), Outlook
Languages
Spanish
Full Professional
Timeline
License Agent
AAA Insurance Agency
10.2019 - 12.2023
License Agent
Christopher Kokoras Insurance
01.2018 - 10.2019
Producer License, Lines of Insurance, C, L, P, Division of Insurance, Massachusetts -
January 2022 (Expires Jan 2025)
Associate Degree in Applied Science -
Gibbs College, Boston, MA
Similar Profiles
Jordan WebbJordan Webb
Sales Manager at AAA Insurance AgencySales Manager at AAA Insurance Agency