Karen Aguilar
Monroe,NC
Summary
Licensed Insurance Agent with diverse experience at reputable firms like Messer Financial Group and Mark Wilson Allstate. Proven track record of success in insurance sales and client relationship management. Authorized to work in the US for any employer
Overview
1
1
Certification
8
8
years of professional experience
Work History
HRA CLIENT SERVICES TEAM LEAD
Messer Financial Group
Charlotte, NC
10.2022 - Current
- Successfully obtained the 2025 Federally Facilitated Marketplace certification to enhance knowledge and expertise in insurance sales.
- Successfully oversaw a portfolio of over 200 clients, resulting in a 15% increase in policy renewal rates through proactive communication and personalized service.
- Facilitated service delivery and directed team communication to enhance operational effectiveness.
- Acquired new clients through referrals and networking, contributing to a 25% growth in customer base over the course of one year.
- Collaborated with correctional facility administrators to develop customized insurance packages for inmates, resulting in a 25% increase in customer satisfaction ratings.
- Administered data reception, input, distribution, and communication for high-volume forms received at rates up to 150 per day.
- Increased social media engagement by 50% within the first quarter of taking over as the social media manager for the insurance agency.
- Obtained insurance licenses in 24 states to facilitate client service.
Recruiter Assistant
Hoopaugh Grading
Charlotte, NC
05.2022 - 09.2022
- Collaborated with hiring managers to refine job descriptions, enhancing applicant quality by 15%.
- Coordinated interview schedules between candidates and hiring managers effectively.
- Assisted in sourcing and screening candidates for various positions in construction.
- Managed candidate databases using applicant tracking systems for efficient organization.
Licensed Insurance Agent
Mark Wilson Allstate
Monroe, NC
12.2021 - 05.2022
- Enhanced client satisfaction by 30% with personalized insurance coverage recommendations, leading to 7% rise in policy renewals.
- Increased policy per customer ratio by 10% through cross-selling techniques, contributing to 12% overall sales volume growth.
- Evaluated client needs to recommend tailored insurance solutions.
- Assisted clients in selecting appropriate insurance coverage options.
- Managed policy renewals and updates for existing clients.
Secretary
Eagle Eye Directional Bore
Greensboro, NC
08.2021 - 12.2021
- Coordinated 50+ meetings and events, managing logistics and resources for seamless execution.
- Coordinated schedules and meetings for management and staff members.
- Managed communication between clients, vendors, and internal teams.
- Ensured accuracy in outgoing correspondence, contributing to 15% decrease in errors and enhancing communication effectiveness.
- Organized and maintained office files for efficient document retrieval.
Team Member
Adriana Cabrera State Farm
Monroe, NC
06.2020 - 08.2021
- Assisted clients with insurance inquiries, providing clear and accurate policy information.
- Processed policy applications and updates with a focus on accuracy and efficiency.
- Managed and maintained 500 policies, ensuring accurate adjustments and updates.
- Managed customer accounts using agency management software tools.
Insurance Agent, Office Manager, Team Lead
Metropolitan Insurance LLC
Monroe, NC
06.2018 - 05.2020
- Managed a team of 10 customer service representatives as an Office Manager.
- Developed and implemented filing system that cut document retrieval time by 10 hours weekly.
- Managed team of 10 customer service representatives, ensuring consistent service delivery and team cohesion.
Education
Some college -
South Piedmont Community College
Monroe, NCSkills
- Regulatory reporting
- Writing
- Insurance administrative support
- HIPAA compliance
- Analysis skills
- Accounts payable
- Compliance
- Documentation review
- Online marketing strategies
- Microsoft Outlook
- Insurance sales coaching
- Time management
- Organizational skills
- Problem Resolution
- Native speaker
- Verbal communication
- Customer records maintenance
- Client retention
- Client management
- Lead generation
- Customer support
- Writing skills
- Marketing
- Workers' compensation
- Risk Management
- Calendar management
- Health insurance sales
- Client Assessment
- Presentation skills
- Record keeping
- Sales follow-up
- Human resources
- Client management
- Rapport building
- Data entry
- Negotiation
- Salesforce
- Recruiting
- Customer Relationship Management
- Managing customer accounts
- Client education
- SharePoint
- Teamwork
- Interpersonal skills
- Spanish communication (Spanish)
- Windows
- Data Analysis
- Change Management
- Power BI
- Account development
- Microsoft Teams
- Accounting software
- Performance Management
- Policy Analysis
- Product comparison
- Multitasking
- Executive administrative support
- Leadership
- Accounting
- Math
- Problem-solving
- Data analysis skills
- Supervising experience
- Employment & labor law
- Zoom
- Google Docs
- Insurance sales
- Computer skills
- Sales negotiation
- Closing sales leads
- Client outreach strategies
- Prospecting
- Office experience
- QuickBooks
- Conflict management
- Insurance software utilization
- Accounts receivable
- Sage
- CRM Software
- Service problem-solving
- Customer communication
- Licensing requirements
- Spanish
- Sales forecasting
- Customer relationship building
- Insurance agencies
- Program management
- Corporate sales environment
- Inbound Calls
- Compositional
- LIHTC
- Software troubleshooting
- Ethical decision-making
- Team Management
- Customer retention
- Section 8
- Documentation
- Outside sales
- Spanish communication
- Account maintenance
- Research
- Insurance products knowledge
- Sales leadership
- Insurance financial solutions
- Customer follow-ups
- Deal closing
- Time-based sales targets
- Property management
- IOS
- Client development
- Sales management
- Computer proficiency
- Detail-oriented
- Data entry
- Online marketing
- Office administration
- Microsoft Word
- Data collection
- Phone interaction
- HIPAA
- Relationship management
- GIS
- Fair Housing regulations
- Hospitality
- Budgeting
- CRM system proficiency
- Critical Thinking
- Team management
- Microsoft Excel
- Video conferencing software
Certification
- Federal Facilitated Marketplace - FFM, 09/30/24
- First Aid Certification
- Property & Casualty License
- Life & Health Insurance License
- Life Insurance License
- Insurance Producer License
- Personal Lines License
- CPR Certification
- Driver's License
Languages
Fluent, Fluent, True
Timeline
HRA CLIENT SERVICES TEAM LEAD
Messer Financial Group
10.2022 - Current
Recruiter Assistant
Hoopaugh Grading
05.2022 - 09.2022
Licensed Insurance Agent
Mark Wilson Allstate
12.2021 - 05.2022
Secretary
Eagle Eye Directional Bore
08.2021 - 12.2021
Team Member
Adriana Cabrera State Farm
06.2020 - 08.2021
Insurance Agent, Office Manager, Team Lead
Metropolitan Insurance LLC
06.2018 - 05.2020
Some college -
South Piedmont Community College