Jaime Colorado
Santa Ana,CA
Summary
Accomplished Office Manager and Insurance Agent with a proven track record in enhancing customer retention and documentation expertise. Excelled at Farmers Insurance Agency by implementing quality control measures and developing key customer relationships, boosting satisfaction and sales. Skilled in regulatory compliance and customer relations, adept at delivering presentations and managing complex schedules.
Overview
33
33
years of professional experience
Work History
Office Manager
Gary Micek insurance Services Farmers insurance
Irvine, CA
02.2011 - Current
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Implemented quality control measures to uphold company standards.
- Responded to customer inquiries via phone or email in a professional manner.
- Assisted with customer requests and answered questions to improve satisfaction.
Sales Agent
MassMutual
Irvine, CA
01.2010 - 01.2011
- Developed key customer relationships to increase sales.
- Generated new business opportunities through cold calling campaigns.
- Assisted customers in selecting appropriate products or services for their needs.
- Listened to customer needs to identify and recommend best products and services.
- Acquired new customers and identified unique needs to deliver relevant products.
Salesperson
Colonial Life
Rancho Santa Margarita, California
01.2008 - 01.2009
- Drove sales of company products and services by meeting with customers using strategic and organized approach.
- Prepared and delivered appropriate presentations on products and services.
- Identified customer needs by asking questions and advising on best solutions.
- Arranged merchandise for display to highlight new styles, attract customers, and enhance sales.
- Generated new business opportunities through cold calling campaigns.
Insurance Agent
Farmers Insurance Agency
Santa Ana, California
05.1992 - 06.2003
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Maintained accurate records of all insurance transactions using computer software systems.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Scheduled meetings with prospective clients to discuss available products and services.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Responded to customer inquiries and problems to promote great service.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Advised customers on the best ways to minimize risks associated with their assets.
Education
Bachelor of Arts -
Unversity of New Mexico
Albuquerque, NM08-1983
Skills
- Customer retention
- Documentation expertise
- Regulatory compliance
- Information protection
- Presentation design
- Policy development
- Scheduling and calendar management
- Billing
- Office management software
- Customer relations
Languages
English
Professional
Spanish
Professional
Accomplishments
- CLU
References
References available upon request.
Timeline
Office Manager
Gary Micek insurance Services Farmers insurance
02.2011 - Current
Sales Agent
MassMutual
01.2010 - 01.2011
Salesperson
Colonial Life
01.2008 - 01.2009
Insurance Agent
Farmers Insurance Agency
05.1992 - 06.2003
Bachelor of Arts -
Unversity of New Mexico
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