Karleny Rojas
Cliffside Park,NJ
Summary
Experienced insurance professional with 5+ years of industry experience. Skilled in policy management, claims processing, and client relationship management. Strong analytical skills and attention to detail ensure accurate and efficient handling of insurance policies and claims. Seeking new opportunities to leverage knowledge and skills in contributing to the success of an insurance company and personal growth in this dynamic industry.
Overview
7
7
years of professional experience
Work History
Insurance Producer
Liberty Mutual
Parsippany, NJ
08.2022 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Insurance Producer
Goosehead
10.2020 - Current
- Research and implement marketing strategies for sales success
- Prospecting: includes going out to the field and creating relationships with dealers and business owners
- Meet sales objectives
- Strategize on maximizing sales opportunities and closing ratios
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments.
- Collaborated with underwriters to ensure accurate risk assessment and appropriate coverage options.
Insurance Producer
State Farm
07.2019 - 10.2020
- Developed insurance quotes, made sales presentations, closed sales, and met sales goals
- Provided excellent service in a fast-paced environment handling a high volume of calls, emails, and faxes
- Worked in high-volume, competitive sales environment.
- Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments.
- Educated clients on complex insurance concepts using clear language, increasing comprehension levels.
Eligibility Specialist
New Bridge Med. Center
12.2017 - 07.2019
- Handling insurance verifications, running patient's insurance eligibility and obtaining authorizations
- Working directly with inpatients and outpatients in a clinical facility, such as long term, behavioral health, rehabilitation, and acute care to assist patients with financial assistance, whom are uninsured or underinsured
- Coordinating patient care in a fast pace complex environment
Education
Fairleigh Dickinson University
Teaneck, NJMulti Licensed Insurance Broker - Auto, Property, Life
American School of Business
Skills
- Microsoft Office
- Salesforce
- Bilingual-Spanish (Fluent)
- 60 KPM
Personal Information
Title: Insurance Representative
Timeline
Insurance Producer
Liberty Mutual
08.2022 - Current
Insurance Producer
Goosehead
10.2020 - Current
Insurance Producer
State Farm
07.2019 - 10.2020
Eligibility Specialist
New Bridge Med. Center
12.2017 - 07.2019
Fairleigh Dickinson University
Multi Licensed Insurance Broker - Auto, Property, Life
American School of Business