Hi, I’m
Jose Polo
Insurance Agent
Weatherford,TX
Summary
Results-driven insurance agent with over 20 years of experience in the insurance and financial service industries.
Proven track record of exceeding annual sales by 30–40% for 20 consecutive years while maintaining a 90% close ratio and generating approximately 600,000 annual premiums.
Consistently ranked in the top 10% of sales agents statewide for new policy acquisitions.
Highly effective communicator and negotiator who easily establishes relationships, resolves customer problems, and ensures customer satisfaction.
Winner of numerous sales performance awards, including 4 presidents club recognitions.
Overview
23
years of professional experience
31
Sales Agent of the month-
21
Years of exceeding sales goals
11
Management Experience
Work History
WALLACE INSURANCE GROUPWEATHERFORD, TX
INSURANCE AGENT
08.2023 - 03.2024
Job overview
- Delivered outstanding customer service swiftly, resolving any post-sale issues and concerns, leading to a customer satisfaction rating of 95% and boosting annual sales of 80% through client referrals and word-of-mouth recommendations.
- Self-generated over 85% of the agency’s total sales. Closing an average of 60 households per month.
- Tracked new business prospects using a CRM system and converted 85% of leads into sales. Followed up with existing clients to cross-sell additional products, resulting in an extra 30 monthly policies.
- Developed a pipeline of 200+ prospects through effective lead generation strategies, contributing to 40% growth in new clients.
- Made over 100 cold calls weekly and converted 85% of those into sales by utilizing consultative selling techniques, closing skills, and extensive product knowledge.
STATE FARM MADDER-BAGLEY AGENCYWEATHERFORD, TX
INSURANCE REPRESENTATIVE
08.2022 - 01.2023
Job overview
- Sold various types of commercial insurance policies to businesses and individuals on behalf of State Farm Insurance, including, commercial auto, commercial property, BOP policies, workers compensation, group life, group health, apartment complexes, commercial umbrellas, and bonds. Achieving a 30% success rate in selling extra coverage.
- Structured and sold life insurance policies to 100+ individuals, couples, and families, providing comprehensive coverage and peace of mind.
- Generated new business opportunities through company leads, networking, referrals, and making an average of 60 cold calls a week, creating a pipeline of more than 400 prospects.
- Upsold coverages and cross-sold additional policies by analyzing customers’ insurance and financial needs. Setting regional records for most add-on policies sold monthly, with 105 policies totaling $65,000 in premium.
- Sold $120,000 in new insurance premiums and 124 policies in my first 60 days as an agent and joined the agency's Fifty Club (the fastest agent to reach this goal). Earned team member of the month in the 2nd month of employment.
- Revised life insurance policies for 200+ clients, ensuring that their coverage accurately reflected their current needs and situations, increased customer satisfaction by 30% and referrals by 50%.
LIBERTY MUTUAL INSURANCESAN DIEGO, CA
SALES REPRESENTATIVE
07.2021 - 07.2022
Job overview
- Self-Generated more than 20–30 leads per week by establishing centers of influence with local businesses and through cold calling. Making 70+ cold calls a day.
- Sold 90% of life sales with an average premium of $5000 per policy by accurately explaining the features and benefits of various life insurance products.
- Conducted thorough risk assessments and provided customized life insurance solutions to clients, resulting in a 75% upsell rate of additional riders and features, driving revenue growth and customer satisfaction.
- Met and exceeded Liberty Mutual's sales targets by 29–35% for twelve straight months, maintaining a 40% upsell and cross-sell rate and generating $240,000 in yearly sales.
- Participated in industry events and conferences, networked with over 150 potential clients, and generated $50,000 in new business premiums.
- Represented dozens of insurance carriers, such as Mercury, Foremost, American Modern, Progressive, Safeco, Travelers, Logic, National Summit, Jewelers Mutual, ASI, National General, Chubb’s, 21st Century and Allstate
STATE FARM INSURANCE FACTO AGENCYLA MESA, CA
SALES MANAGER
08.2001 - 01.2021
Job overview
- Consistently exceeded sales targets by maintaining a positive mindset, overcoming obstacles, and adapting strategies to changing market conditions. For 20 consecutive years, ranked #1 in total sales, and sold over $600,000 in annual premiums.
- Ranked first statewide (out of 2400 agent team members) for most life insurance sold during a two-month life promotion, 3 years in a row. Sold over 252 policies numerous times.
- Consistently finished in the top three rankings state-wide in total life policies sold, placed, and premium collected.
- Managed a sales staff of 7, communicating job expectations and providing direction, support, and motivation to meet sales targets. Maximize team performance by monitoring daily activities, and sales data, and mentoring team members.
- Responsible for running sales reports weekly, examining sales, forecasting trends, and making strategic goals.
- Planned and coordinated team meetings to review business results and communicate new and ongoing priorities.
- Trained new employees in industry knowledge, pitch presentation, and closing strategies, leading to the new hires outperforming other new employees by up to 22%.
Skills
- Customer Service
- CRM Software
- Leads Prospecting
- Account Management
- Policy adjustment knowledge
- Marketing Management
- Quotes and sales
- Client needs analysis
- Property insurance
- Life insurance
- Auto insurance
- Health insurance
- Claims reporting systems
- Vision and dental insurance
- Underwriting and adjustments
- Operations management
- Knowledgeable in Microsoft Office
- Business planning
- Negotiation
- Risk mitigation
Languages
Spanish
Professional
Availability
See my work availability
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Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Education
Southern Illinois University CarbondaleCarbondale, IL
Bachelor of Science from Health Care Management
Accomplishments
- Ranked in the top 3% for total policies sold and premium collected, in a region of over 500 sales agents for 19 consecutive years, averaging 240 policies per quarter and 200,000 in premium.
- Earned team member of the month honors 31 times for most insurance sales in a month, most recently in March 2024.
- Ranked 1st statewide for four years in a row, and in the top 10, eleven years in a row for total life policies sold, issued and premium collected while maintaining 95% policy retention. Earned the agency16 ambassador travel awards, 6 senior vice president awards, and 5 Chairman Circle awards.
- Awarded Customer Service Representative of the Year (out of 500 reps) three years in a row. The award was based on customer satisfaction, call resolution, speed, call volume, and data entry and accuracy.
- Awarded Rookie of the Year for earning the highest sales commission among all representatives with less than two years’ experience with the company.
Certification
- Property and Casualty Agent
- Texas Department of Insurance
- License Number: 2893446
- Expires: January 2026
- Licensed Life and Health Agent
- Texas Department of Insurance
- License Number: 2893446
- Expires: January 2026
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