Jessica Lopez
Surprise,AZ
Summary
Dynamic Insurance Agent with American Family Insurance, skilled in client needs analysis and policy writing. Achieved high client satisfaction through exceptional customer service and effective communication. Proven track record in upselling and cross-selling insurance products, enhancing client retention and loyalty while ensuring compliance with industry regulations.
Overview
2027
2027
years of professional experience
Work History
Insurance Agent
American Family Insurance
2004 - Current
- Developed comprehensive insurance policies tailored to client needs.
- Provided exceptional customer service, addressing inquiries and resolving issues promptly.
- Collaborated with clients to gather necessary documentation for policy underwriting.
- Educated clients on policy features, benefits, and claims processes to enhance understanding.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- 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.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Education
High School Diploma -
Yuma High School
Yuma, AZ05.2000
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Auto insurance
- Client needs analysis
- Client relations
- Account management
- Client retention
- New client acquisition
- Policy writing
- Upselling
- Property insurance
- Insurance policy sales
- Customer billing
- Policy changes
- Customer account review
- Billing inquiries
- Policyholder communication
- Insurance coverage verification
- Billing procedures
- Call center customer service
- Form completion and submission
Accomplishments
The agency I work for has been recognized by JD Powers for Excellence in Customer Service the past 22 years running. Our customer retention rate is 92% and 85% of customers who leave to competitors come back because of our customer service.
Timeline
Insurance Agent
American Family Insurance
2004 - Current
High School Diploma -
Yuma High School