JACINDA QUINONES
New York
Summary
Experienced with insurance policy analysis, risk assessment, and client management. Utilizes analytical skills to evaluate and mitigate risks, ensuring policy compliance and client satisfaction. Track record of effective communication and problem-solving in diverse situations.
Overview
19
19
years of professional experience
Work History
Insurance Expert
Better Home and Finance
New York
02.2023 - Current
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Assisted in the implementation of new company software, serving as a resource for colleagues during the transition period and helping to identify areas for improvement in system functionality.
- Collaborated with sales team to cross-sell additional products, resulting in expanded portfolio offerings and increased revenue.
- Successfully managed complex client cases involving multiple policy changes, coordinating with various internal departments and external partners to ensure efficient resolution.
- Retained valuable clients during challenging market conditions by demonstrating expertise in risk management strategies tailored to individual circumstances.
- Trained junior staff on industry best practices, fostering a collaborative team environment.
Personal Lines Insurance Sales Agent
Insurify
Cambridge, MA
10.2022 - 01.2023
- Analyzed market trends to identify new sales opportunities and optimize product offerings.
- Sold auto, home, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Implemented strategies that enhanced client retention rates through improved service delivery.
- Led initiatives aimed at streamlining operations for increased efficiency in processing applications.
- Educated clients on insurance policies and procedures.
- Calculated premiums and established payment methods for sales.
Personal Lines Insurance Sales Agent
Trellis
San Francisco, CA
06.2022 - 10.2022
- Developed personalized insurance solutions to meet client needs and preferences.
- Conducted comprehensive risk assessments to determine appropriate coverage levels.
- Provided ongoing client support, addressing inquiries and resolving policy issues promptly.
- Collaborated with underwriting teams to ensure accurate policy documentation and compliance.
- Increased customer satisfaction by providing personalized insurance solutions tailored to individual needs.
- Maintained detailed records of client interactions using CRM software, supporting seamless communication among team members and timely follow-up actions when needed.
P&C Sales Associate A2, Senior Sales Leader
PolicyGenius
New York, NY
08.2021 - 06.2022
- In this role, I exceeded my requirements and bound 30-50 policies per month, which included high-net-worth clients
- Weekend & holiday captain - this designation was bestowed on individuals that exhibited great responsibility and exemplary sales abilities. Furthermore, this role was part of PolicyGenius' growth outlook, which led to the management of a small sales team
- Translated correspondence for Spanish speaking clients; in addition to formatting, editing, and distributing macros (templates) for my colleagues (for effective workflow)
- Applied knowledge of underwriting fundamentals (Underwriting Specialist)
- I coordinated employee experiences, which provided team members opportunities to socialize, resulting in stronger bonds and comradery
- Facilitated customer inquiries and provided tailored insurance solutions to enhance client satisfaction.
- Developed in-depth knowledge of policy offerings, ensuring accurate information delivery to clients.
Personal Lines Account Manager
Narrows Insurance Agency, Inc.
Brooklyn, NY
02.2014 - 06.2021
- Managed during off-peak hours (manager of staff)
- Kept detailed calendar appointments of closings and refinances
- Assisted employees to seek opportunities through coaching and mock scenarios, as a sales leader
- Developed and maintained strong relationships with clients, ensuring high satisfaction and retention rates.
- Ensure that all security and audit procedures are followed to minimize the potential risk
- Managed comprehensive personal lines insurance policies for diverse client portfolios.
- Conducted thorough policy reviews to identify coverage gaps and recommend appropriate enhancements.
Lead Underwriting Assistant
Brownstone Agency Inc
New York, NY
01.2007 - 01.2014
- Presented and clearly explained insurance policy options to clients based on their needs
- Aided in training new Underwriting Assistants, sharing knowledge of company procedures and systems to ensure their successful integration into the team environment.
- Managed other assistants' workflows/productivity
- Reviewed insurance applications for completeness and accuracy to facilitate efficient underwriting decisions.
- Assisted underwriters by compiling necessary documentation and conducting preliminary risk assessments.
- Maintained organized records of policy files using agency management software to ensure compliance and accessibility.
- Communicated with agents and clients to clarify underwriting requirements and expedite processing times.
Education
Bachelor of Science - Business Management
Medgar Evers CUNY
Brooklyn, NYSkills
- Strong Leadership Skills
- Bilingual (Spanish)
- Office Management
- Reporting skills
- Account management
- Policy analysis
- Documentation skills
- Underwriting expertise
- Account management expertise
- Customer service
- Client relations
- Upselling/Cross Selling
HOW I WORK?
- I organize my tasks based on priority in order to complete them in a timely fashion
- I am an independent worker that requires minimal supervision
- I am not afraid to ask questions, if answers are unavailable I will do my own research
- I offer assistance to my colleagues when needed, as they say 'Team work makes the dream work!'
Timeline
Insurance Expert
Better Home and Finance
02.2023 - Current
Personal Lines Insurance Sales Agent
Insurify
10.2022 - 01.2023
Personal Lines Insurance Sales Agent
Trellis
06.2022 - 10.2022
P&C Sales Associate A2, Senior Sales Leader
PolicyGenius
08.2021 - 06.2022
Personal Lines Account Manager
Narrows Insurance Agency, Inc.
02.2014 - 06.2021
Lead Underwriting Assistant
Brownstone Agency Inc
01.2007 - 01.2014
Bachelor of Science - Business Management
Medgar Evers CUNY