Summary
Overview
Work History
Education
Languages
Timeline
Generic

Lilian Guerra

Austin,TX

Summary

Licensed and results-driven Insurance Sales Professional with over of experience in selling life, health, property, and casualty insurance products. Proven ability to build client relationships, assess customer needs, and match them with suitable policies. Known for exceeding sales targets, providing exceptional customer service, and maintaining high client retention rates.

Overview

12
12
years of professional experience

Work History

Bilingual Sales Representative

Assurant
10.2022 - 07.2025
  • Developed and maintained a client portfolio by identifying potential customers and initiating contact through both warm and cold leads, networking, and referrals.
  • Assessed clients’ insurance needs and recommended appropriate coverage options (life, health, auto, home, business, etc.).
  • Prepared and delivered customized insurance quotes and presentations to individuals and business clients.
  • Sold new insurance policies and upsold existing customers on additional coverage.
  • Processed policy applications and ensured accurate documentation in compliance with company and legal guidelines.
  • Followed up with clients post-sale to ensure satisfaction and to address any questions or concerns.
  • Renewed and updated existing policies, ensuring continued client coverage and satisfaction.
  • Met or exceeded monthly and quarterly sales targets consistently.
  • Educated clients on policy details, claim procedures, coverage limits, and exclusions.
  • Maintained detailed records of customer interactions and transactions using CRM software.
  • Assisted clients in filing insurance claims and navigating claim processes.
  • Stayed current on industry trends, product updates, and regulatory changes.
  • Participated in community events, networking groups, and seminars to promote insurance services and build relationships.
  • Conducted risk assessments and provided solutions to mitigate exposure.
  • Handled client objections and concerns with professionalism, helping to close deals efficiently.

Sales Associate

Amica Mutual Insurance
07.2020 - 07.2022
  • Maintained accurate and current knowledge of all company guidelines, build and manage pipeline to maximize customer conversion.
  • Built value with customers and articulated the value of choosing Amica over another insurer.
  • Explained advantages of various policies to promote sales, upheld the highest levels of integrity and provided exceptional customer service during all touch points with both internal and external clients.
  • Ensured processing was completed accurately and in a timely manner.
  • Assessed customer needs and utilized suggestive selling techniques to drive sales.
  • Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.

Accounting Associate

Statewide Materials Transport
01.2016 - 10.2020
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Maintained a high level of confidentiality and professionalism when handling sensitive financial information, promoting trust among clients and colleagues.
  • Addressed and resolved complex and unexpected variances.
  • Enhanced financial accuracy by consistently reconciling accounts and resolving discrepancies.
  • Assessed data and information to verify entry, calculation, and billing code accuracy.
  • Managed vendor relationships effectively to negotiate favorable payment terms and pricing agreements that benefited the company.
  • Reduced outstanding accounts receivable balances through diligent follow-up and negotiation efforts.
  • Oversaw documentation and reporting of expenses, sales and other transactions.
  • Trained two billing representatives.

Accounting Assistant

University of Texas Permian Basin
11.2013 - 12.2015
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
  • Expedited invoice processing with effective communication between internal departments and external vendors.
  • Maintained strict confidentiality of sensitive financial data, protecting company integrity and privacy rights of individuals involved.
  • Assisted in the preparation of monthly financial statements for timely and accurate reporting to management.
  • Facilitated smooth financial audits by maintaining organized records and providing necessary documentation to auditors.
  • Improved team productivity by organizing and maintaining digital and physical financial records.

Education

B.B.A - Accounting

University of Texas of The Permian Basin
Odessa, TX
01.2015

Languages

Spanish
Native or Bilingual

Timeline

Bilingual Sales Representative

Assurant
10.2022 - 07.2025

Sales Associate

Amica Mutual Insurance
07.2020 - 07.2022

Accounting Associate

Statewide Materials Transport
01.2016 - 10.2020

Accounting Assistant

University of Texas Permian Basin
11.2013 - 12.2015

B.B.A - Accounting

University of Texas of The Permian Basin

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Lilian Guerra