HILDA GARZA
INSURANCE AGENT
Spring,TX
Summary
Dynamic insurance agent with proven expertise at Garcia Insurance Agency, excelling in client relations and policy sales. Adept at analyzing client needs and delivering tailored insurance solutions, while maintaining compliance and high customer service standards. Skilled in policy renewals and cross-selling, fostering strong client relationships to drive business growth.
Overview
25
25
years of professional experience
Work History
Insurance Agent
Garcia Insurance Agency
Houston, TX
06.2014 - Current
- Assisted clients in understanding insurance policies and coverage options.
- Supported team in processing policy applications and renewals efficiently.
- Learned to evaluate client needs and recommend appropriate insurance solutions.
- Developed knowledge of industry regulations and compliance requirements.
- Facilitated communication between clients and underwriters for timely approvals.
- Provided administrative support by maintaining accurate client records and files.
- Engaged in ongoing training to enhance product knowledge and sales techniques.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained high standards of customer service by building relationships with clients.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Collaborated with underwriters to assess risk factors and finalize policy terms effectively.
- Conducted regular policy reviews with clients to ensure coverage met evolving needs.
Insurance Agent
Farmers Insurance Agency
Houston, TX
03.2001 - 06.2014
- Analyzed client needs to recommend appropriate insurance products.
- Developed and maintained strong relationships with clients through effective communication.
- Processed applications and claims efficiently, ensuring compliance with company policies.
- Educated clients on policy details, coverage options, and benefits to enhance understanding.
- Conducted regular follow-ups to assess client satisfaction and address any concerns promptly.
- Collaborated with underwriters to optimize policy terms based on client profiles.
- Monitored industry trends to identify opportunities for product improvements and client offerings.
- Trained new team members on best practices for customer interaction and service delivery.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Built strong relationships with clients through consistent communication and excellent customer service.
Education
High School Diploma -
J.W. NIXON HIGH SCHOOL
Laredo, TXSkills
- Licensed insurance agent
- Quotes and sales
- Customer follow-up
- Client needs analysis
- Policy writing
- Policy renewals
- Property insurance
- Claims reporting systems
- Insurance policy sales
- Insurance eligibility
- Customer billing
- Customer complaint resolution
- Notary Public
- Customer account review
- Premium calculations
- Billing inquiries
- Policy feature explanations
- Policyholder communication
- Billing procedures
Languages
Spanish
Native or Bilingual
Certification
- Licensed P & C
- Licensed Life & Health
Timeline
Insurance Agent
Garcia Insurance Agency
06.2014 - Current
Insurance Agent
Farmers Insurance Agency
03.2001 - 06.2014
High School Diploma -
J.W. NIXON HIGH SCHOOL