Summary
Overview
Work History
Education
Skills
Languages
Timeline
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HERNAN MORENO

HERNAN MORENO

FORT WORTH

Summary

Experienced insurance agent with a focus on sales strategies, client retention, and team collaboration. Skilled in customizing insurance plans to meet unique needs and financial constraints, resulting in increased customer satisfaction. Proven ability to drive revenue growth through innovative prospecting techniques and comprehensive risk assessments.

Overview

4
4
years of professional experience

Work History

Health Insurance Agent

Cruz Insurance Group
09.2023 - Current
  • Assist clients in selecting health insurance plans, achieving high customer satisfaction and retention.
  • Analyze client needs to recommend optimal coverage, leading to measurable improvements in policy matches.
  • Collaborate with team to streamline processes, enhancing efficiency and client service.
  • Conduct thorough client needs assessments, recommending tailored health insurance plans that align with individual requirements and financial constraints.

Insurance Agent

Family First Life
11.2022 - 06.2023
  • Developed client-centric insurance strategies, consistently exceeding sales targets and fostering long-term relationships with policyholders.
  • Conducted thorough risk assessments, tailoring insurance solutions to diverse client needs and optimizing coverage portfolios.
  • Implemented innovative prospecting techniques, significantly expanding client base and driving substantial revenue growth for the agency.

Insurance Producer

American Income Life
12.2021 - 10.2022
  • Assisted clients in selecting suitable insurance policies, achieving high customer satisfaction.
  • Generated new business leads, contributing to significant revenue growth.
  • Analyzed client needs to provide tailored insurance solutions, enhancing client retention.
  • Collaborated with team to develop effective sales strategies, boosting overall performance.
  • Developed tailored insurance solutions, driving client satisfaction and retention while consistently exceeding sales targets and contributing to revenue growth.

Education

General Lines Agent - Life, Health, Accident & HMO No: 2770893

Texas Department of Insurance
12-2021

Industrial Engineering

University Valle of Momboy
Trujillo, Ve
07-2018

Skills

  • Sales Strategies
  • Client Retention
  • Team Collaboration
  • Customer Satisfaction
  • Problem Solving
  • Client Engagement
  • Negotiation

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Health Insurance Agent

Cruz Insurance Group
09.2023 - Current

Insurance Agent

Family First Life
11.2022 - 06.2023

Insurance Producer

American Income Life
12.2021 - 10.2022

General Lines Agent - Life, Health, Accident & HMO No: 2770893

Texas Department of Insurance

Industrial Engineering

University Valle of Momboy

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