JOSUE MOREIRA
Houston
Summary
Results-driven professional in insurance sales, known for exceptional productivity and efficiency in task completion. Skilled in client relationship management, policy customization, and market analysis. Excel at communication, problem-solving, and adaptability, leveraging these soft skills to meet and exceed sales targets consistently.
Overview
1
1
year of professional experience
Work History
Insurance Agent
American Income Life
Houston
01.2024 - 01.2025
- Assessed customer risk levels and recommended appropriate coverage options.
- Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Maintained accurate records of all insurance transactions using computer software systems.
- Sought out new clients and developed clientele by networking to find new customers.
- Achieved repeat business and referrals through personalized services.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Analyzed claims data to determine potential areas of improvement for policyholders' protection.
- Processed payments received from clients promptly according to established procedures.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Provided customers with information regarding plan features, pricing, and availability.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Scheduled meetings with prospective clients to discuss available products and services.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Utilized various software and tools to streamline processes and optimize performance.
Education
GED -
GED TESTING SERVICES
TX09-2023
Skills
- Negotiation abilities
- Account management
- Professionalism and ethics
- Cold calling
- Client needs analysis
- Customer service
- Operations management
- Quotes and sales
- Leads prospecting
Timeline
Insurance Agent
American Income Life
01.2024 - 01.2025
GED -
GED TESTING SERVICES
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