Open To Work
Kelly Guerra
Ashton Jian Allstate
Pearland
Dedicated professional with expertise in customer service and problem-solving. Proven ability to build trust with clients and enhance customer satisfaction through effective communication and attention to detail.
Results-driven professional with a strong background in insurance sales and client relations. Known for leveraging critical thinking and teamwork to identify client needs, enhance cross-selling opportunities, and achieve sales targets.
7
years of professional experience
Work History
LSP
4 Years 2 Months
Ashton Jian Allstate - Euless, TX | 04.2022 - Current
- Educated clients on policy features, benefits, and exclusions to enhance understanding and satisfaction.
- 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.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
- Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
- Promoted products and services using upselling and other sales strategies.
- Provided coverage option information to assist clients in protecting assets.
- Expanded referral network through proactive relationship building with community partners, such as real estate agents and financial planners.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Utilized CRM software to manage client relationships.
- Cross-sold insurance products to existing clients to reach sales targets.
- Educated clients on insurance policies and procedures.
Office Manager
2 Years 7 Months
Doug Taylor Allstate - Bedford, TX | 08.2019 - 03.2022
- Managed daily office operations, ensuring efficient workflow and resource allocation.
- Coordinated scheduling and communication among team members to enhance collaboration.
- Trained and mentored junior staff, fostering a collaborative work environment and skill development.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Oversee daily office operations to ensure efficiency and productivity.
- Resolved office disputes swiftly and equitably, maintaining harmonious workplace.
- Provided excellent customer service
- Conducted policy reviews and recommended coverages to meet current needs.
Education
Nursing Science
Methodist School of Nursing - Memphis, TN
Pearland High School - Pearland, TX
Skills
Friendly
positive attitude
Teamwork and collaboration
Customer service
Problem-solving
Attention to detail
Critical thinking
Excellent communication
Timeline
LSP
Ashton Jian Allstate
04.2022 - CurrentRead more
Office Manager
Doug Taylor Allstate
08.2019 - 03.2022Read more
Methodist School of Nursing - , Nursing Science
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Pearland High School - ,
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