Julian Aguilera
Summary
Results-driven P&C Insurance Agent with a wide range of experience who speaks both English and Spanish and with a strong record of exceeding production expectations. Experienced in prospecting, lead conversion, and cross-selling within a multi-carrier independent agency. Adept at building trust quickly, identifying client needs, and driving revenue growth while maintaining a high level of service.
Overview
6
6
years of professional experience
Work History
Insurance Agent
Expo Insurance Agency Inc
Lilburn, GA
02.2024 - Current
- Developed tailored insurance solutions based on client needs and risk assessments.
- Conducted comprehensive reviews of existing policies to identify gaps in coverage.
- Cross-sold insurance products to existing clients to reach sales targets.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Generated $85K–$100K in monthly written premium through consistent new business production and client referrals
- Managed the full policy lifecycle, including quotes, new business, renewals, endorsements, and cancellations
- Managed a book of business of 200+ clients, maintaining strong relationships and high retention through proactive service
- Achieved an 80%+ closing ratio by using consultative sales techniques and effectively matching coverage to client needs
Property and Casualty Subagent
Expo Insurance Agency Inc.
Atlanta, GA
05.2022 - 02.2024
- Assist with administration in areas of correspondence management, mail forwarding, and the application of incoming funds and payments to the appropriate accounts.
- Exercised responsive and timely follow-up to customer inquiries in an effort to finalize and preserve the sale recommended solutions by providing product options to meet customer needs.
- Underwriting Management.
- Operated in high Volume call center environment by responding incoming calls.
- Skilled in preparing and maintaining accurate insurance documentation, including policy records, endorsements, and certificates of insurance.
- Effective in communicating with clients regarding billing inquiries, explaining insurance premiums, and addressing any concerns or discrepancies.
Sales Representative Georgia State Area
Distry Jaramillo LLC
Atlanta, GA
06.2020 - 04.2022
- Sale of Hispanic grocery and Mexican products to the main gas stations in the Georgia state area.
- Identified customer needs to deliver relevant product solutions and meet target budgets.
- Fostered relationships with customers to expand customer base and retain business.
- Managing the sales relationship between "Distry Jaramillo", clients and Customers in all aspect concerning, orders, new product development, business development, customer service and merchandising.
- Assisted the billing department in preparing and processing invoices for clients.
- Verified accuracy of invoices, ensuring all charges were correctly calculated and accounted for.
- Managed invoice distribution, both electronically and through traditional mail channels.
- Responded to client inquiries regarding billing discrepancies and resolved issues in a timely manner.
Education
Certificate - Property and Casualty
R.S Thomas Training Associates, Inc
09-2022
Business Administration (No Degree) - undefined
Universidad Sergio Arboleda
Bogotá, ColombiaSkills
- Product and service knowledge
- Sales closing
- Conflict Resolution
- Active listening
- Bilingual
- Interpersonal Communication
- Sales Development
- Licensed insurance agent
- Professionalism and ethics
- Prospective client identification
- Relationship building
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Insurance Agent
Expo Insurance Agency Inc
02.2024 - Current
Property and Casualty Subagent
Expo Insurance Agency Inc.
05.2022 - 02.2024
Sales Representative Georgia State Area
Distry Jaramillo LLC
06.2020 - 04.2022
Business Administration (No Degree) - undefined
Universidad Sergio Arboleda
Certificate - Property and Casualty
R.S Thomas Training Associates, Inc