Liliana Perez Navarrete
Las Vegas
Summary
Adept at strategic planning and networking, I significantly enhanced brand visibility and client engagement as Marketing Director at Better Business Bureau of Southern Nevada. Leveraging digital marketing expertise and strong interpersonal skills, I spearheaded successful marketing campaigns and built enduring industry relationships, driving substantial business growth.
Driven Insurance Producer with 26 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Marketing Director
Better Business Bureau of Southern Nevada
05.2023 - Current
- Built strong relationships with industry professionals.
- Developed comprehensive marketing plans in alignment with overall business goals and objectives.
- Oversaw the creation of compelling marketing materials, including brochures, and social media content.
- Directed trade show participation, maximizing exposure for company products and services.
Insurance Producer
Jimenez Insurance Agency
11.1999 - Current
- Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Adhered to all regulations for insurance sales.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
- Promoted products and services using upselling and other sales strategies.
- Maintained up-to-date records of client interactions, policy changes, and renewals in the agency management system.
- Strengthened client loyalty by conducting regular check-ins to assess changing needs or concerns that may affect coverage requirements.
- Built strong relationships with clients, leading to increased referrals and business growth.
- Delivered exceptional service during high-pressure situations, such as addressing urgent client concerns or managing large-scale emergencies, maintaining a calm and professional demeanor throughout.
- Reduced processing errors by implementing standardized procedures for reviewing applications, endorsements, cancellations, and other policy-related transactions.
- Generated quotes and proposals for clients to match individual needs.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available products and policies.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
- Collected premiums on or before effective date of coverage.
Education
High School Diploma -
Las Vegas High School
Las Vegas, NVSkills
- Networking
- Strategic planning
- Project planning
- Insurance sales expertise
- Client relationship management
- Client service
- Policy management
- Client retention
- Strong sales skills
- Policy adjustment
- Insurance sales strategy
- Customer service
- Licensed insurance agent
- Insurance sales
- Product knowledge
- Customer retention
- Proposal preparation
Languages
Spanish
Full Professional
Certification
- Property and Casualty License - NV Department of Insurance.
Timeline
Marketing Director
Better Business Bureau of Southern Nevada
05.2023 - Current
Insurance Producer
Jimenez Insurance Agency
11.1999 - Current
- Property and Casualty License - NV Department of Insurance.
High School Diploma -
Las Vegas High School
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