Lensie Gonzalez
El Paso,TX
Summary
Industry professional experienced in marketing and sales of multiple lines of insurance and insurance claims services. Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments. Collects and analyzes data, provide cost-effective solutions and meet the needs of clients by recommending suitable insurance products to provide financial security.
Overview
1
1
Certification
12
12
years of professional experience
Work History
Independent Insurance Agent
The Medicare Senior
El Paso, TX
07.2022 - Current
- Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
- Researched insurance plans to find good options for clients' needs.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
Bilingual Medicare Sales Consultant
Select Quote Insurance Services
El Paso, TX
05.2019 - 07.2022
- Using knowledge of the Medicare product portfolio to accurately analyze individual prospects' particular needs, explain the distinctions between various products, and help the prospect pick a product that best matches their unique needs.
- Assist the prospect in completing the enrollment application over the phone with complete, accurate, and required information, consistent with Medicare requirements and enrollment guidelines.
- Meet the goals established for the position in the areas of sales quota, attendance, and other performance criteria.
- Meet and maintain requirements for agent licensure, appointments, and annual product certification.
- Submit enrollment applications in a complete and timely manner.
- conducted telemarketing activities, both inbound and outbound, to respond to inquiries, generate appointments, and follow-up on leads, referrals, and re-marketing opportunities.
Licensed Sales Producer
Farmers Insurance Agency
El Paso, TX
01.2016 - 05.2019
- Officer Manager who oversees the Farmers location and demonstrates leadership.
- Dedicated sales person that prioritizes ethics and professionalism in all aspects of the job.
- Maintains fiduciary responsible to customer by remitting premium payments and making deposits.
- Maintain a great relationship with all current and prospective consumers.
- Responded to all product-related inquiries via email, phone calls, and walk-ins.
- Resolve complaints and respond to prospective inquiries in a timely and professional manner.
- Quote and bind new personal, and commercial lines policies.
- Service current customers, make adjustments, review coverages, and file claims.
- Use a cross-sell and up-sell marketing list to contact clients and offer new products while emphasizing the significance of having adequate insurance.
- Clients were presented with and properly explained insurance policy options depending on their needs and goals.
- Developed productive working relationship with car dealers, loan processors, and other business partners in the community.
Customer Service Representative
Alorica
El Paso, T.X
07.2014 - 01.2016
- Answered inbound calls from customers, quickly assessed customer needs and proactively provided solutions for order placement, product inquiry, connections and activation of new customer account.
- Provided quality, professional customer service which consistently exceeded or far exceeded company standards of excellence and customer expectations.
- Managed customer questions, complaints, and billing inquiries with the highest degree of professionalism, empathy, and courtesy to achieve one-call resolution.
- Directly responsible for creating, maintaining, and improving customer relationships while interacting with customers daily during sales and product inquiry transactions.
- Offered alternative solutions where appropriate with the objective of retaining customer loyalty.
- Documented details of customer interaction into CRM while on the telephone.
- Exceeded or met requirements for productivity, schedule adherence, quality, and attendance.
Education
Associate of Business Administration - Business Administration And Management
New Mexico State University - Dona Ana Community College
Las Cruces, NM05.2023
High School Diploma -
Desert Pride High School
Anthony N.M05.2009
Skills
- Financial management product knowledge or ability to learn new programs quickly
- Strong processing skills with great attention to detail and accuracy
- Excellent presenting and communication abilities Strong analytical, organizational, and planning skills with the capacity to successfully multitask and prioritize
- Knowledge of the business unit's standard desktop software
- Expert influence management and negotiation skills
- Concentrate on sales, marketing, and customer service
- Comprehensive familiarity with credit finance analysis methodologies and tools as well as computer literacy
- Ability to work independently, reviewing, researching, analyzing, and responding to all documents
Certification
- Licensed for General Lines Agent Life, Accident, Health, and HMO
- Licensed Property & Casualty
- 20 Hr Comprehensive Pre-Licensing- NMLS
- 3 Hr TX-SML
- Business Fundamentals
Timeline
Independent Insurance Agent
The Medicare Senior
07.2022 - Current
Bilingual Medicare Sales Consultant
Select Quote Insurance Services
05.2019 - 07.2022
Licensed Sales Producer
Farmers Insurance Agency
01.2016 - 05.2019
Customer Service Representative
Alorica
07.2014 - 01.2016
High School Diploma -
Desert Pride High School
Associate of Business Administration - Business Administration And Management
New Mexico State University - Dona Ana Community College