Summary
Overview
Work History
Skills
Timeline
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Icela De Dios Perez

Icela De Dios Perez

Bloomington,CA

Summary

Driven professional in insurance sales, known for exceptional productivity and efficiency in task completion. Skilled in client relationship management, policy customization, and market analysis . Excel at communication, problem-solving, and adaptability,Dynamic Insurance Sales Agent with deep understanding of various insurance products and market strategies. Demonstrated ability to build lasting client relationships and effectively communicate complex information in understandable terms. Strong negotiation skills.

Overview

9
9
years of professional experience

Work History

Personal Lines Account Manager

Insurance incorporated
Riverside, California
05.2023 - 01.2025
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Improved data collection accuracy by structuring systems for desktop spreadsheets.
  • Developed appropriate quotes based on risk information.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
  • Processed changes to existing policies, such as cancellations, endorsements, reinstatements and renewals.
  • Met with division leaders and consultants to discuss strategies to increase sales.
  • Provided customer service to clients, including answering questions and resolving issues.
  • Maintained accurate records of all policy information in company database.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Provided excellent service and attention to customers when face-to-face or through phone conversatio
  • Developed, implemented and monitored new underwriting guidelines for agency.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Researched coverage and premium options and supplied clients with best coverage available for individual needs.
  • Managed multiple accounts simultaneously while meeting deadlines efficiently.
  • Participated in training sessions aimed at improving product knowledge.
  • Presented and clearly explained insurance policy options based on clients' needs and goals.
  • Reviewed policy documents for accuracy prior to issuing them to clients.
  • Responded to customer inquiries and problems to promote great service.
  • Compiled coverage and rating information in accessible formats.
  • Collaborated with other departments within the organization on projects.
  • Sought out new clients and developed clientele by networking to find new customers.
  • Negotiated terms of agreements with customers regarding coverage options and premiums.
  • Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
  • Reviewed insurance policies to ensure compliance with existing regulations.
  • Responded promptly to customer inquiries about their policies and provided timely updates as needed.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Worked effectively in team environments to make the workplace more productive.

Account Manager

Assistance Insurance Agency
Upland, California
09.2020 - 01.2023
  • Utilized problem-solving skills when dealing with difficult customers.
  • Provided technical assistance during product demonstrations or presentations.
  • Developed successful customer relationships to boost sales opportunities.
  • Developed and maintained relationships with key accounts to ensure customer satisfaction.
  • Identified customer needs by asking questions and advising on best solutions.
  • Addressed customer questions and concerns regarding products and services.
  • Managed multiple accounts simultaneously while meeting deadlines.
  • Negotiated contracts with clients to maximize revenue potential.
  • Identified upselling and cross-selling opportunities to maximize account growth and revenue generation.
  • Managed account receivables for assigned accounts, ensuring timely payments and minimizing bad debts.
  • Provided guidance on policy changes and renewals.
  • Provided assistance with policy changes, renewals, cancellations, and claims processing.
  • Resolved customer inquiries regarding policy changes, coverage questions, and billing issues.
  • Provided recommendations for policy changes based on evidence gathered through research initiatives.
  • Provided guidance on policy changes or updates as needed.
  • Networked to build client base and promote products to new and existing clients.
  • Closed new customers per month by effectively articulating value propositions to senior business leaders.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.

Personal Lines Account Executive

Sumner Insurance
Upland, California
09.2015 - 09.2020
  • Performed daily account servicing for new and existing clients.
  • Strengthened traceability by developing organization systems for keeping records, reports, and agendas.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Evaluated customer needs to determine appropriate coverage levels and premiums.
  • Obtained consistent referrals to generate business.
  • Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Responded promptly to customer inquiries via phone, email, or other communication channels.
  • Worked with field producers to support sales activities.
  • Resolved customer inquiries regarding billing, policy changes or claims status.
  • Generated quotes for prospective clients based on their individual needs and budget constraints.
  • Answered questions such as billing issues and coverage checks with speed and efficiency.
  • Updated and maintained databases with current information.
  • Assisted with customer requests and answered questions to improve satisfaction.

Skills

  • Industry regulations
  • Underwriting principles
  • Insurance products
  • Policy administration
  • Policy sales Home/Auto/Umbrella
  • Policyholder communication
  • Multitasking
  • Negotiation skills
  • Policy Knowledge
  • Policy changes
  • Communication skills
  • Problem-solving
  • Teamwork
  • Property insurance
  • Account management
  • Customer follow-up
  • Sales techniques
  • Product knowledge
  • Insurance eligibility
  • Sales pipeline management
  • Quotes and sales

Timeline

Personal Lines Account Manager

Insurance incorporated
05.2023 - 01.2025

Account Manager

Assistance Insurance Agency
09.2020 - 01.2023

Personal Lines Account Executive

Sumner Insurance
09.2015 - 09.2020

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Icela De Dios Perez