Juan Martinez
Bedford,TX
Summary
Experienced insurance broker with a successful track record of improving client satisfaction at JM Insurance Agency Inc. I specialize in creating customized insurance solutions to meet individual needs. With expertise in policy analysis and strong negotiation skills, I excel in building client relationships and managing risks. I have made significant improvements in productivity and data management, showcasing exceptional organizational skills and a commitment to continuous learning and development.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Insurance Broker
JM Insurance Agency Inc
06.2022 - Current
- Evaluated accuracy and quality of data entered into agency management system.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Sold Health, Life and Property Causality insurance policies to new and existing customers.
- Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
- Implemented an organized system for managing client files, improving overall productivity and data management capabilities.
- Called potential clients to set up appointments according to mutual availability.
- Reported policy changes and company conditions affecting customer satisfaction.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Advised small businesses on selecting employee benefit packages that balanced cost-effectiveness with comprehensive offerings.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
Claims Analyst
Cigna Life Insurance of North America
03.2013 - 06.2022
- Maintained strict confidentiality with all personal data as per company guidelines.
- Negotiated successful settlements with clients, ensuring a mutually beneficial outcome for all parties involved.
- Demonstrated a high level of accuracy and attention to detail in reviewing claim documentation for approval or denial decisions.
- Participated in ongoing training programs to stay current on industry developments and maintain a strong understanding of relevant laws and regulations affecting the claims process.
- Provided exceptional customer service by promptly addressing inquiries from policyholders, agents, and other stakeholders regarding the status of their claims.
- Supported internal audit initiatives by providing detailed documentation of claims handling procedures as required for compliance purposes.
- Worked closely with legal counsel when necessary during complex cases involving litigation or arbitration proceedings related to disputed claim outcomes.
- Maintained compliance with industry regulations and company policies while managing sensitive client information and claims records.
- Identified trends in claim patterns, providing actionable insights for process improvements and risk mitigation strategies.
- Streamlined workflow processes for improved efficiency and reduced claim resolution times.
- Continuously sought opportunities to streamline workflows and implement process improvements within the claims department, resulting in increased efficiency and productivity levels.
Department Manager
Sam's Club, Walmart
09.1998 - 03.2013
- Improved customer satisfaction rates through attentive service, prompt issue resolution, and continuous process improvements.
- Oversaw inventory management processes, maintaining optimal stock levels while minimizing waste and losses due to shrinkage or obsolescence.
- Led a team of professionals to consistently achieve or exceed performance targets.
- Provided ongoing staff development opportunities through training programs, workshops, and regular feedback sessions.
- Optimized scheduling practices to ensure adequate staffing during peak business hours without sacrificing employee satisfaction or budgetary constraints.
- Advised upper management on key decisions based on thorough analysis of sales trends, market conditions, and competitor activities.
- Evaluated employee performance fairly and accurately, rewarding hard work while addressing areas needing improvement.
- Conducted competitive analysis to identify market trends, informing strategic planning and decision-making.
- Increased productivity by identifying bottlenecks and implementing targeted solutions.
- Established clear performance expectations for staff members which led to increased accountability.
- Implemented quality control measures that resulted in improved products or services within the department offerings.
- Fostered culture of continuous improvement, leading to notable enhancements in staff performance and morale.
- Oversaw departmental budgets to ensure financial efficiency, leading to significant reduction in unnecessary expenditures.
- Streamlined inventory management processes, resulting in more efficient replenishment system and reduced stock shortages.
- Negotiated with suppliers to secure cost-effective purchasing agreements, impacting bottom line positively.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Education
Bachelor of Arts - Education
McMurry University
Abilene, TXHigh School Diploma -
Paint Creek Isd
Haskell, TX05-1998
Skills
- Skilled negotiator
- Sales presentations
- Salesforce
- Prospecting skills
- Cold calling
- Policy analysis
- Risk mitigation
- Financial planning
- Property insurance
- Claims handling
- Casualty auto insurance
- Commission-based sales
- Relationship development skills
- Customer advocate
- Commercial insurance
- Client relations expert
- Commission-based sales experience
- Excellent communication skills
- Complaint handling and resolution
- Award-winning sales professional
- Licensed insurance agent
- Quotes and sales
- Customer service
- Life insurance
- Business planning
- Customer follow-up
- Health insurance
- Regulatory compliance
- Client retention
- Client account management
- New client acquisition
- Time management
- Multitasking Abilities
- Call center customer service
- HIPAA compliance
- Team leadership
- Attention to detail
- Organizational skills
- Problem-solving abilities
- Teamwork and collaboration
Accomplishments
- Won "Service Excellence Award" for playing instrumental role in driving record-high sales.
- Expanded book of business for property and casualty insurance for small business owners, and commercial and residential accounts f.
Certification
- Ethics in the Insurance Industry Certificate-Various Ethics Focused Organizations.
- Life and Health Insurance License - TX,AZ.TN,VA.GA,OK Department of Insurance.
- Medicare Certification – Various Providers.
- Licensed Insurance Agent/Broker - TX,AZ.TN,VA.GA,OK Department of Insurance.
- Annuities Training Certificate- Various Providers.
- Certified Risk Manager (CRM) - The National Alliance for Insurance Education & Research.
- Healthcare Reform Specialist(HRS)- America's Health Insurance Plans(AHIP).
Languages
Spanish
Full Professional
English
Full Professional
Timeline
Insurance Broker
JM Insurance Agency Inc
06.2022 - Current
Claims Analyst
Cigna Life Insurance of North America
03.2013 - 06.2022
Department Manager
Sam's Club, Walmart
09.1998 - 03.2013
Bachelor of Arts - Education
McMurry University
High School Diploma -
Paint Creek Isd
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