Dedicated Insurance Agent with 8 years of experience in delivering tailored insurance solutions, achieving significant policy uptake and retention rates. Demonstrates bilingual proficiency and exceptional customer service skills, effectively resolving client complaints to foster loyalty and long-term relationships. Committed to ongoing professional development while consistently exceeding client expectations.
Overview
9
9
years of professional experience
Work History
Insurance Agent
Personal Express Insurance
Fresno, CA
04.2018 - Current
Reviewed and evaluated customer's applications to determine eligibility for insurance coverage.
Educated customers on the importance of maintaining adequate insurance coverage.
Provided customers with information regarding plan, pricing, and availability.
Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
Resolved customer complaints in a timely manner to maintain high satisfaction levels.
Engaged customers and provided high level of service by carefully explaining details about documents.
Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Explained coverage options to potential policyholders, answering questions or concerns.
Insurance Broker
Cost U Less Inc.
Madera, CA
12.2016 - 04.2018
Greeted customers entering the store to ascertain what each customer wanted or needed.
Contact customers to follow up on purchases, suggest new merchandise and inform them about promotions.
Met with customers to provide information about available products and policies.
Called potential clients to set up appointments.
Sales Associate
Payless
Madera, CA
08.2015 - 07.2016
Cleaned and organized the store, including the checkout desk and displays.
Alerted customers to upcoming sales events and promotions.
Welcomed customers into the store and helped them locate items.