Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Jose Benitez

Pasco,WA

Summary

Proactive Insurance Agent with extensive experience in providing personalized insurance solutions and managing client relationships using CRM software. Skilled in maintaining compliance, training new staff, and addressing client needs to improve satisfaction and retention. Bringing comprehensive knowledge of insurance products and strong conflict resolution abilities.

Overview

11
11
years of professional experience

Work History

Insurance Agent

Universal Producer Group
03.2022 - Current
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Utilized CRM software to manage client relationships.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.

Sales Associate

Northwest Motorsports
08.2019 - 02.2022
  • Helped customers locate products and checked store system for merchandise at other sites.
  • Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
  • Engaged in friendly conversation with customer to better uncover individual needs.
  • Provided positive first impressions to welcome existing, new, and potential customers.
  • Managed conflict resolution with dissatisfied customers professionally, resulting in improved customer retention rates.
  • Assisted in training new staff members on company policies, product information, and sales techniques for a seamless onboarding experience.

Sales Associate/Floor Manager

West Coast Auto Dealers
01.2015 - 07.2019
  • Helped customers locate products and checked store system for merchandise at other sites.
  • Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
  • Stocked merchandise, clearly labeling items, and arranging according to size or color.
  • Built customer loyalty and retention by delivering excellent shopping experiences.
  • Solved customer challenges by offering relevant products and services.
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.

Truck Driver/Forklift Operator

Tschirky Farms
06.2013 - 10.2014
  • Inspected trucks for malfunctions and reported vehicles to management for corrective action.
  • Checked shipping papers to determine nature of load and checked for presence of hazardous materials.
  • Maintained daily, legible DOT log book and submitted corresponding documents.
  • Dropped and hooked trailers and changed configuration of equipment.
  • Enhanced customer satisfaction by maintaining open communication with clients during pickups and deliveries.

Education

No Degree - Autobody Collision

Columbia Basin College
Pasco, WA
06-1998

Skills

  • Customer Service
  • Licensed Insurance Agent
  • Professionalism and Ethics
  • Quotes and sales
  • Client Relations
  • Customer follow-up
  • New Client Acquisition
  • Loading and unloading
  • Shipping and receiving
  • Forklift Operation
  • Team Player

Accomplishments

  • Supervised team 30 staff members.

Languages

Spanish
Full Professional

Timeline

Insurance Agent

Universal Producer Group
03.2022 - Current

Sales Associate

Northwest Motorsports
08.2019 - 02.2022

Sales Associate/Floor Manager

West Coast Auto Dealers
01.2015 - 07.2019

Truck Driver/Forklift Operator

Tschirky Farms
06.2013 - 10.2014

No Degree - Autobody Collision

Columbia Basin College
Jose Benitez