Katy Garcia

Calculated quotes and educated potential clients on insurance options.

• Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
• Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
• Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
• Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
• Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
• Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
• Handled escalated customer complaints professionally, de-escalating situations while finding mutually beneficial resolutions.
• Enhanced customer satisfaction levels with proactive communication and timely resolution of issues.
• Improved overall company performance by contributing to strategic planning discussions and offering retention-focused recommendations.
• Developed comprehensive reports, providing valuable insights into business performance and aiding in strategic planning efforts.
• Optimized project management practices by conducting comprehensive assessments of project plans and timelines, ensuring timely completion of deliverables without compromising quality standards or exceeding budgets.
• Conducted gap analyses to pinpoint areas of weakness within the organization and develop targeted solutions for growth.
• Collaborated closely with external auditors during annual reviews, ensuring timely completion of audit procedures without any significant findings or adjustments required.
• Supported the development of strategic plans with detailed financial analysis and scenario modeling.
• Coordinated claims handling process between clients and insurance carriers, ensuring timely resolutions and minimized loss.
• Maintained high levels of productivity by consistently meeting or exceeding established sales quotas and performance metrics.
• Collaborated with underwriters to evaluate risk factors and accurately price policies for optimal coverage.
• Utilized CRM systems effectively to track interactions with clients, monitor policy renewals, and manage sales pipeline activities.
• Utilized CRM software to manage client relationships.
• Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
• Expanded referral network through proactive relationship building with community partners, such as real estate agents and financial planners.
• Managed approximately 30 incoming calls, emails and faxes per day from customers.

• Prepared thorough proposals that effectively communicated policy features, benefits, and pricing information to potential clients.
• Developed strong working relationships with carriers, fostering a network of resources and support for clients'' insurance needs.
• Coordinated loss control services for clients as needed, minimizing potential risks and promoting overall safety within their organizations.
• Maintained detailed records of account transactions, facilitating accurate reporting and analysis for management review.
• Ensured compliance with state regulations by maintaining current knowledge of relevant laws and guidelines governing commercial insurance practices.
• Promoted a culture of collaboration by actively participating in team meetings and sharing ideas to improve overall performance.
• Provided ongoing support to clients through regular communication and updates on policy changes or industry developments.
• Identified cross-selling opportunities to expand existing accounts, driving revenue growth for the agency.
• Managed a diverse portfolio of commercial accounts, maintaining high levels of professionalism while balancing competing priorities and deadlines.
• Educated clients on insurance policies and procedures.
• Met with customers to provide information about available products and policies.
• Finalized sales and collected necessary deposits.
• Generated leads through cold-calling, networking and other outreach methods.
• Conducted annual reviews of existing policies to update information.
• Offered detailed information about products and binding coverage.
• Reviewed, shopped and processed renewals.
• Received inbound phone calls and electronic quote submissions.
• Strengthened client relationships with timely follow-up and excellent customer service, leading to increased retention rates.
• Managed time efficiently in order to complete all tasks within deadlines.
• Managed approximately 30 incoming calls, emails and faxes per day from customers.

• 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.
• Attended industry events and conferences to stay informed on the latest trends, regulations, and product offerings.
• Mentored new agents in sales techniques, product knowledge, and agency operations for successful career development.
• Implemented marketing initiatives that increased brand visibility within the local community and generated new business leads.
• Streamlined policy management processes for greater efficiency and improved retention rates.
• Enhanced client education by delivering informative presentations on insurance topics such as coverage options, risk management strategies, and claims processes.
• Utilized CRM systems effectively to track interactions with clients, monitor policy renewals, and manage sales pipeline activities.
• Maximized sales opportunities by cross-selling and upselling various insurance products and services.
• Managed a diverse portfolio of personal lines, commercial lines, health, life policies for varied clientele demographics.
• Maintained high levels of productivity by consistently meeting or exceeding established sales quotas and performance metrics.
• Coordinated claims handling process between clients and insurance carriers, ensuring timely resolutions and minimized loss.
• Showcased strong organizational skills in managing multiple priorities, maintaining accurate records and adhering to industry regulations.
• Conducted comprehensive policy reviews to ensure clients were adequately protected against potential risks.
• Conducted regular follow-up communication with clients to ensure their satisfaction while identifying additional sales opportunities.
• Cross-sold insurance products to existing clients to reach sales targets.
• Utilized CRM software to manage client relationships.
• Educated clients on insurance policies and procedures.
• Finalized sales and collected necessary deposits.
• Conducted annual reviews of existing policies to update information.
• Generated leads through cold-calling, networking and other outreach methods.
• Monitored customer feedback and identified areas of improvement.
• Managed approximately 30 incoming calls, emails and faxes per day from customers.