Summary
Overview
Work History
Education
Skills
Timeline
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Jose Montalvo

Jose Montalvo

Lowell,MA

Summary

Dynamic insurance agent with a proven track record at Agency, excelling in client relations and policy writing. Skilled in customer service and negotiation, I effectively identified client needs, enhancing retention and satisfaction. Adept at managing accounts and training new agents, I foster strong relationships that drive business growth. I’m also bilingual, Spanish and English, read, write it and speak it fluently.

Personable and dedicated with knack for understanding client needs and delivering tailored solutions. Possesses foundational knowledge in risk assessment and policy management, coupled with strong communication and organizational skills. Committed to providing exceptional service that enhances customer satisfaction and builds lasting relationships.

Overview

2
2
years of professional experience

Work History

Insurance Agent

Agency
08.2023 - Current
  • Assisted clients in selecting appropriate insurance policies based on individual needs.
  • Developed and maintained strong client relationships through effective communication and follow-up.
  • Processed insurance applications and ensured compliance with regulatory requirements.
  • Conducted policy reviews to identify coverage gaps and recommend enhancements.
  • Collaborated with underwriting team to expedite approval processes for new policies.
  • Educated clients on policy terms, conditions, and benefits to enhance understanding.
  • Resolved client inquiries and issues promptly, improving customer satisfaction ratings.
  • Utilized CRM software to track interactions and manage client accounts efficiently.
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Remote job, on the go work.
  • Build rapport and networking.

Store Manager

T Mobileretailer
12.2023 - 05.2025
  • Assisted in daily store operations, ensuring compliance with safety and cleanliness standards.
  • Supported inventory management by organizing stock and conducting regular counts.
  • Learned customer service techniques to effectively address inquiries and resolve issues.
  • Collaborated with team members to maintain a positive shopping environment for customers.
  • Participated in training sessions to enhance product knowledge and operational efficiency.
  • Adapted to various roles within the store, demonstrating flexibility in a fast-paced environment.
  • Contributed to visual merchandising efforts by arranging displays to attract customer attention.
  • Engaged with customers to gather feedback, improving overall service quality and satisfaction levels.
  • Supervised guests at front counter, answering questions regarding products.
  • Hired and trained candidates
  • Made work schedules

Education

Associates - Business Administration And Management

Middlesex Community College
Lowell, MA

Skills

  • Customer service
  • Licensed insurance agent
  • Professionalism and ethics
  • Quotes and sales
  • Customer follow-up
  • Client relations
  • Auto insurance
  • Client needs analysis
  • Client retention
  • Account management
  • New client acquisition
  • Policy writing
  • Upselling
  • Negotiation
  • Marketing management
  • Operations management
  • Marketing strategies
  • Referral pipeline maintenance
  • Negotiation abilities
  • Relationship building
  • Critical thinking
  • New agent training

Timeline

Store Manager

T Mobileretailer
12.2023 - 05.2025

Insurance Agent

Agency
08.2023 - Current

Associates - Business Administration And Management

Middlesex Community College

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Jose Montalvo