Jennifer Lezama
Insurance Account Specialist
Carpentersville,IL
Summary
Accountable Insurance Specialist with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
15
15
years of professional experience
Work History
Insurance Account Specialist
State Farm Insurance Inc
Rolling Meadows, IL
03.2018 - Current
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
Insurance Sales Representative
State Farm Insurance Inc
Wheeling, IL
01.2013 - 03.2018
- Reviewed customer needs and financial means to determine appropriate policy offerings.
- Maintained detailed records of customer information and policy sales.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Analyzed retention, loss ratio trends and sales volume to identify areas for improvement.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Insurance Agency Manager
Northwest Insurance Brokers
Palatine, IL
06.2007 - 01.2013
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Obtained underwriting approval by completing application for coverage.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Established team priorities, maintained schedules and monitored performance.
- Directed training and retraining of employees to boost performance and enhance business results.
- Assisted in organizing and overseeing assignments, planning and coordinating in-house and outsourced resources.
- Increased operational efficiency by developing improved filing systems for confidential client records and reports.
Education
High School Diploma -
Wheeling High School
Wheeling, IL05.2000
Skills
- Time Management
- Insurance Policy Sales
- Administrative Functions
- Customer Referrals
- Licensing Requirements
- Client Consultations
- Relationship Building
- Upselling and Cross-selling
Accomplishments
•Obtained the highest online reviews from clients
•Been recognized by agent/manager for my performances and achievements
•Started our yearly holiday drive to help the less fortunate for over 10 years
•Expanded book of business
Languages
Spanish
Native or Bilingual
Timeline
Insurance Account Specialist
State Farm Insurance Inc
03.2018 - Current
Insurance Sales Representative
State Farm Insurance Inc
01.2013 - 03.2018
Insurance Agency Manager
Northwest Insurance Brokers
06.2007 - 01.2013
High School Diploma -
Wheeling High School
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