Janette Leyva
Palmdale,CA
Summary
Focused customer service professional skilled in lead generation, customer relationship development and sales. Accomplished in providing unsurpassed support to demanding customers. Offering eight plus years of experience in Insurance field, as well as passion for always improving numbers, enhancing knowledge and exceeding expectations. Highly-motivated Insurance Agent trained in financial accounting and cost estimation. Consistently increases sales and expands client base through targeted marketing, lead development and in-depth knowledge of market trends.
Overview
12
12
years of professional experience
Work History
Insurance Agent
State Farm Fire & Casualty Co
02.2020 - 12.2021
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Improved client retention rates with exceptional service and timely follow-up on policy inquiries and adjustments.
Insurance Agent
State Farm Fire & Casualty Co
01.2014 - 12.2019
- Built relationships with clients to provide excellent service
- Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies
- Completed coverage applications to obtain underwriting approvals
- Identified issues and took appropriate action to ensure speedy resolution
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation
- Cultivated new business by offering presentations on financial well-being to individuals and groups on the subject of
- Approached potential clients by utilizing direct marketing techniques, including mailings and phone contacts.
Financial Dealer Representative
WestLake Financial Group Inc.
01.2016 - 09.2016
- Implemented marketing strategies which resulted in 12% growth of customer base
- Responded to customer requests via telephone and email
- Entered details such as payments, account information and call logs into the computer system
- Answered average of 50 calls, emails and faxes per day, addressing customer inquiries, solving problems and providing new product information
- Copied, logged and scanned supporting documentation
- Main focus was in finding and adding new dealer business.
Finance And Sales Representative
Best Buy Auto Sales
01.2010 - 10.2014
- Responded to customer requests via telephone and email
- Assisted walk-in customers by answering questions, responding to inquiries and handling telephone requests
- Entered details such as payments, account information and call logs into the computer system and date entry
- Submitted applications for loan approvals, ran credit reports and structured and faxed in applications
- New vehicle date entry into dealer system, creating files and filing system
- Working with banks, special finance banks faxing, emailing and submitting new applications for client approval.
Education
GED -
Cerritos College
Norwalk, CAAssociate of Arts - Spanish Interpreting
Southern School Of Interpreting
Santa Fe Springs, CA01.2018
High School Diploma -
John Glenn High School
Norwalk, CA01.1996
Skills
- Knowledgeable in Microsoft Word/Excel
- Life insurance
- Account management
- Auto insurance
- Quotes and sales
- Customer service
- Client needs analysis
- 55 WPM
- 10 key Date Entry
- Professionalism and Ethics
- Customer follow-up
- Client Relations
- Client Retention
Languages
Spanish
Full Professional
Timeline
Insurance Agent
State Farm Fire & Casualty Co
02.2020 - 12.2021
Financial Dealer Representative
WestLake Financial Group Inc.
01.2016 - 09.2016
Insurance Agent
State Farm Fire & Casualty Co
01.2014 - 12.2019
Finance And Sales Representative
Best Buy Auto Sales
01.2010 - 10.2014
Associate of Arts - Spanish Interpreting
Southern School Of Interpreting
High School Diploma -
John Glenn High School
GED -
Cerritos College
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