Laura Moreno
Santa Fe,NM
Summary
Bilingual Insurance Agent with fluency in Spanish and English. Proficient in Tapestry, MRM Portal, EICS and AIP Over a 6-year background handling insurance payments, membership changes, MVD transactions and Notary public. I currently have a active P&C license. Goal-oriented Consultant-Sales effective at dealing with individuals during stressful and confusing situations to address benefits needs and navigate agency structures. Practiced at working with regulatory limits and department standards to handle requirements via email, letter, telephone calls and in person. Offering 3-year background generating new business by selling various insurance plans.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Consultant-Sales
Progressive
09.2023 - Current
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Advised customers on the best ways to minimize risks associated with their assets.
- Processed payments received from clients promptly according to established procedures.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Responded to customer inquiries and problems to promote great service.
- Researched insurance plans to find good options for clients' needs.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Developed appropriate quotes based on risk information.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Counseled prospects and policyholders on coverage, limits and regulations.
Spec 3 Insurance/Member Service Representative
AAA NEWWMEXICO
SANTA FE , NM
03.2017 - 09.2023
- Processed changes in insurance policies and periodically reassessed client needs.
- Analyzed clients' needs and financial situations to customize insurance policies for individual necessity.
- Answered incoming calls regarding membership benefits and services.
- Answered insurance-related questions and discussed product offerings with prospective customers to meet unique needs.
- Attended training and educational seminars to enhance knowledge and credentials.
- Issue International driving permits
- Improved office organization by developing filing system and customer database protocols.
- Accepted cash and credit card payments, issued receipts and provided change.
- Resolved customer complaints and escalated worsening concerns for remediation.
- Managed and filed paperwork to transfer vehicle ownership title from dealer to purchaser for new, used and wholesale sales.
Assistant Manager
Famous Footwear
Santa Fe, NM
06.2016 - 03.2017
- Delegated daily tasks to team members to optimize group productivity.
- Mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership.
- Directed and led employees, supervising activities to drive productivity and efficiency.
- Collaborated with store manager to develop strategies for achieving sales and profit goals.
- Organized schedules, workflows and shift coverage to meet expected business demands.
- Completed inventory audits to identify losses and project demand.
- Secured revenue, accurately monitoring transactions and deposits to eliminate discrepancies.
Assistant Manager
Merrell
Santa Fe, NM
04.2014 - 06.2016
- Analyzed trends, identifying consumer demand and forecasting seasonal trends to streamline operations.
- Improved efficiency and productivity by implementing organization systems for financial reports, schedules and inventory control.
- Drove operational efficiency, building customer rapport to foster loyalty and increase sales.
- Assisted supervisor in evaluating employee performance and cultivating improvement initiatives.
- Enhanced sales by implementing merchandising and promotional improvements.
Education
High School Diploma -
Santa Fe Community College
Santa Fe, NM08.2013
Associate Degree - Business Administration
Santa Fe Community College
Santa Fe, NMSkills
- Problem resolution
- Fluent in Spanish
- Flexible
- Customer follow-up
- Skilled in (AIP, EICS, TAPESTRY, MRM PORTAL)
- Background in insurance
- Documentation skills
- Policy Renewals
- Policy Knowledge
Certification
- Licensed P&C
- Certified VIN inspector, AAA NEW MEXICO- 2018.
- Notary Public
Timeline
Consultant-Sales
Progressive
09.2023 - Current
Spec 3 Insurance/Member Service Representative
AAA NEWWMEXICO
03.2017 - 09.2023
Assistant Manager
Famous Footwear
06.2016 - 03.2017
Assistant Manager
Merrell
04.2014 - 06.2016
High School Diploma -
Santa Fe Community College
Associate Degree - Business Administration
Santa Fe Community College