Dedicated insurance professional with expertise in policy analysis and client advocacy. Committed to providing exceptional service through effective communication and thorough needs assessments.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
CSAA Insurance Group
Las Vegas, Nevada
07.2023 - Current
Assisted clients in selecting appropriate insurance policies for their needs.
Explained policy details and coverage options to clients clearly and accurately.
Conducted thorough reviews of client information for accuracy and completeness.
Provided exceptional customer service by addressing questions and concerns promptly.
Conducted customer needs assessments to identify appropriate coverage levels and options.
Maintained up-to-date knowledge of industry regulations and insurance products available.
Licensed Insurance Agent
Progressive
Las Vegas, Nevada
04.2020 - 07.2023
Developed strong relationships with clients to understand their needs and preferences.
Developed personalized insurance solutions for diverse client needs.
Conducted thorough policy reviews to ensure comprehensive coverage.
Built strong relationships with clients through effective communication.
Assisted clients in selecting appropriate coverage options for their needs.
Identified cross-selling opportunities among existing customers.
Licensed Insurance Agent
Sitel ( USAA Campaign )
Las Vegas, Nevada
02.2017 - 09.2020
Assisted clients in selecting appropriate insurance policies for their needs.
Explained policy details and coverage options to clients clearly and accurately.
Provided exceptional customer service by addressing questions and concerns promptly.
Maintained up-to-date knowledge of industry regulations and insurance products available.
Conducted customer needs assessments to identify appropriate coverage levels and options.
Provided assistance with billing inquiries, payment processing, and customer service issues.
Responded promptly to customer inquiries via phone calls or emails in a professional manner.
Advised clients on their insurance needs and coverage options based on individual requirements.