Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Jasmine Bonilla

roswell,NM

Summary

Dedicated insurance agent known for exceptional interpersonal skills and effective client education. Committed to delivering personalized insurance strategies that ensure compliance and maximize client satisfaction.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Life Insurance Broker

Symmetry Financial Group
Roswell, NM
01.2025 - Current
  • Cultivated strong client relationships through personalized insurance solutions.
  • Analyzed client needs to recommend suitable life insurance policies.
  • Facilitated policy enrollment and claims processes for clients.
  • Educated clients on coverage options and benefits of various plans.
  • Conducted regular follow-ups to maintain client satisfaction and retention.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.

Medicare Sales Agent

BroadPath Healthcare
Roswell, NM
01.2022 - 01.2026
  • Managed high-volume inbound calls to address client needs effectively.
  • Analyzed client feedback to deliver personalized product recommendations that align with their needs.
  • Managed enrollment initiatives for prospective and existing clients in MAPD and PDP plans, focusing on D-SNP and C-SNP alternatives.
  • Facilitated client enrollment in accordance with CMS guidelines and ensured compliance with company standards.
  • Surpassed weekly quotas while maintaining a quality score of 95% or higher.

Property and Casualty Insurance Agent

Allstate
Roswell, NM
01.2024 - 01.2025
  • Executed over 300 outbound calls daily to drive sales objectives and nurture potential leads.
  • Analyzed client requirements and developed personalized insurance strategies to minimize risk exposure.
  • Explained coverage options to clients, clarifying policy benefits and limitations for informed decision-making.
  • Developed and presented customized quotes and proposals to enhance client relationships.

Education

GED -

ENMU
Roswell, NM

Skills

  • Goal-oriented mindset
  • Client needs analysis
  • Multitasking Abilities
  • Strong interpersonal skills
  • Performance tracking
  • Upselling strategies
  • Problem-solving
  • Active listening
  • Continuing education
  • Policy analysis
  • Building relationships
  • Team training and development

Certification

Health&Life also Property&casualty

Languages

English
Native or Bilingual
Spanish
Professional Working

Timeline

Life Insurance Broker

Symmetry Financial Group
01.2025 - Current

Property and Casualty Insurance Agent

Allstate
01.2024 - 01.2025

Medicare Sales Agent

BroadPath Healthcare
01.2022 - 01.2026

GED -

ENMU