Letty Lopez
Bakersfield,CA
Summary
Dynamic Insurance Agent with a proven track record at Oliver Insurance Agency, excelling in client relationship management and policy analysis. Expert in developing tailored insurance solutions and enhancing customer engagement, resulting in improved client satisfaction. Skilled in claims processing and adept at identifying coverage gaps to optimize client portfolios.
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Insurance Agent
Oliver Insurance Agency
09.2012 - 12.2020
- Mentored junior agents on best practices for sales techniques and customer engagement strategies.
- Cultivated strong relationships with clients through regular follow-ups and personalized service approaches.
- 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.
Insurance Agent
MIchaud Low Cost
01.2008 - 08.2012
- Developed customized insurance solutions aligning with client needs and preferences.
- Analyzed client portfolios to identify coverage gaps and recommend appropriate adjustments.
- Educated clients on policy options, terms, and benefits to facilitate informed decision-making.
- Managed claims processing by coordinating with adjusters and clients for timely resolutions.
Education
High School Diploma -
HIghland High School
Bakersfield, CA06-2005
Skills
- Client relationship management
- Sales strategy development
- Policy analysis
- Claims processing
- Communication skills
- Insurance product knowledge
- Customer engagement techniques
- Coverage gap identification
Certification
- Broker License - Fire and Casualty
- Bakersfield College - Child Development Courses, Sociology, Pshychology
Languages
Spanish
Native or Bilingual
Timeline
Insurance Agent
Oliver Insurance Agency
09.2012 - 12.2020
Insurance Agent
MIchaud Low Cost
01.2008 - 08.2012
High School Diploma -
HIghland High School