- 215 License Life & Health variable Annuities
- 220 License All General Lines Affiliations Member of NAIFA National Advisor of Insurance Financial Advisors of Florida chapter Received my Financial Security Advocate Badge
Heather Azcueta
Jacksonville,Fl
Summary
Twenty plus years in the insurance industry with a vast knowledge of best practices and transferable skills for any industry. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Personable Customer Relations leader driven to exceed customer expectations while promoting adherence to company standards. Proven history of fostering quick and successful problem resolution, improving customer satisfaction ratings. Demonstrated success in utilizing current technologies to broaden access between customer and organization and improve response time.
Overview
18
18
years of professional experience
Work History
Office Manager
K L Insurance
Jacksonville , Florida
02.2021 - 05.2024
- Achievements: Helped agent earn over 145 4–5-star reviews on google
- Built a team that worked together and helped accomplish goals consistently
- In a time of major corporate restructuring and employee turnover still found growth
- Managed time efficiently in order to complete all tasks within deadlines.
- Cultivated interpersonal skills by building positive relationships with others.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Worked well in a team setting, providing support and guidance.
Insurance Risk Advisor
Margie Williams State Farm Agent
Jacksonville, Fl
02.2016 - 02.2019
- Achievements: Key contributor in 2018 which allowed the agent to make Travel status achieved by hitting the agency production and sales goals, selling life, health and bank products
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Registered customer information on database to enable tracking history and maintain accurate records.
Customer Relations Specialist/Licensed Sales Agent
James Chitty State Farm Agent
Jacksonville, Fl
02.2006 - 10.2015
- Effectively communicated with clients to determine insurance products
- Setting
- Appointments, conducting policy reviews and handling customer retention efforts
- Majority of my other time was quoting policies and updating customer profiles in the customer relationship management) program
- This role was a very versatile job role, started in property casualty and then later acquired not only my 215-life license but also a 220 -agent license
- Achievements: Customer relationship development successfully converted from single line to multi line of business and retained 85% of all existing customers
- Conducted policy reviews and pivoted to other products
- Specialized in Home, Auto, Bank Loans and Health & Life Insurance
- Generated quotes and proposals for clients to match individual needs.
- Followed up promptly with interested clients to close sales.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Developed sales strategies to increase sales of insurance policies.
Skills
- Achieving results despite the barriers
- Intensive listener that offers solutions and not excuses
- Communicates effectively with customers and piers
- Positive attitude despite the pressures or expectations
- Clearly explaining things in a way, a customer understands without company jargon
- Skills and License
- Customer Satisfaction
- Microsoft Word and Outlook
- Client Relationship
- Retention
- Property & Casualty Insurance
- Risk Management
- Office Managerial
- Marketing
Interests
Timeline
Office Manager
K L Insurance
02.2021 - 05.2024
Insurance Risk Advisor
Margie Williams State Farm Agent
02.2016 - 02.2019
Customer Relations Specialist/Licensed Sales Agent
James Chitty State Farm Agent
02.2006 - 10.2015
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