Results-driven licensed insurance agent accomplished in bringing in new customers and maximizing revenue. Well-versed in customer service skills, needs-based sales strategies and regulatory adherence. Persuasive communicator with personable style.
Overview
6
6
years of professional experience
2
2
Certification
Work History
Insurance Specialist
Assurant
08.2024 - 12.2024
Responded to approximately 30-50 incoming calls per day to resolve issues and answer questions.
Followed up on denials, late payments, extensions and other special circumstances.
Maintained high standards of customer service by building relationships with clients.
Resolved discrepancies in insurance payments by collaborating with carriers.
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Licensed Insurance Agent
Liberty Mutual
06.2022 - 05.2023
Effectively communicated insurance options and coverage details to clients, enhancing their understanding and promoting sales.
Calculated quotes and educated potential clients on insurance options.
Implemented needs-based selling tactics to identify gaps of insurance and to procure all lines of business identified within the household.
Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Sold an average of 120 policies per month with a bind to call ratio of25% on average in a specialty support role requiring100 policy sales and a21% bind to call ratio.
Licensed Insurance Agent
USAA
05.2021 - 05.2022
Handled 40-50 incoming calls per day and calculated quotes and educated potential clients on insurance options.
Educated and supported members in making well-informed decisions about their homeowner, renters, rental property and automobile insurance needs
Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
Directly handled third-party requests for documentation and participated in regular training sessions to further enhance insurance sales skill set.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Followed appropriate legal and ethical sales practices and assisted members in maintaining and updating their accounts and associated policies.
Dedicated Business Owner
Target
10.2020 - 05.2021
Monitored sales model to anticipate business needs and order inventory for the upcoming week, in addition to assisting with one-on-one guest service interactions to fulfill sales quotas.
Managed all aspects of the business, including inventory management, customer service, and financial operations
Utilized effective time management skills to ensure smooth day-to-day operations and meet business goals.
Collaborated with a team of employees to provide excellent customer service and maintain a positive shopping experience for customers.
Parent Aide
Child & Family Support Services
09.2018 - 10.2020
Provided support in developing helpful parenting skills, stress management and other types of training to family members, including role-modeling techniques and practices
Arranged, transported and coordinated activities designed to build and increase family protective capacities to promote the safety of the children and maintain their placement in their home
Documented all services appropriately for use in the state court system in pursuit of family reunification
Managed difficult family and crisis moments
Education
Associate of Applied Science - Behavioral & Social Science
Riverside City College
Riverside
06.2016
Skills
Ability to Work Under Pressure
Documentation skills
Teamwork
Policy analysis
Effective Time Management
Regulatory compliance
Insurance Sales
Ability to Work in a Team
Fast Learner
Communication Skills
Computer Skills
Critical thinking and problem solving
Certification
Property and Casualty License
Life and Health Insurance License
Timeline
Insurance Specialist
Assurant
08.2024 - 12.2024
Licensed Insurance Agent
Liberty Mutual
06.2022 - 05.2023
Licensed Insurance Agent
USAA
05.2021 - 05.2022
Dedicated Business Owner
Target
10.2020 - 05.2021
Parent Aide
Child & Family Support Services
09.2018 - 10.2020
Property and Casualty License
Life and Health Insurance License
Associate of Applied Science - Behavioral & Social Science
Riverside City College
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