Knowledgeable Professional continuously exceeding customer expectations. Promoting more than a decade of expertise successfully working for organizations in the P&C Insurance market. Courteous and cordial with a desire to take on challenges at a new company.
Hi, I’m
Lisa Perez-Bonilla
Phoenix,AZ
Summary
Overview
10
years of professional experience
Work History
TTEC Remote/AZ
Licensed Insurance Sales Agent
01.2023 - Current
Job overview
As a licensed auto insurance sales agent, I excel in remotely guiding customers through insurance options and exceeding sales targets.
Sutherland Global Remote/AZ
Licensed Commercial Sales Agent (contract)
10.2022 - 12.2022
Job overview
Licensed Commercial Sales Agent managing calls from small business owners providing them with tailored insurance solutions.
CSAA Insurance Remote/AZ
Licensed P&C Sales Agent
11.2021 - 04.2022
Job overview
Licensed Automobile Sales Agent for AAA Insurance adept at remotely managing inbound calls in a call center environment.
AppleOne / Maximus Fed. Remote / AZPhoenix, AZ
AZ Unemployment Claims Adjudicator (contract)
04.2021 - 09.2021
Job overview
Arizona Unemployment Adjudicator during the pandemic reviewing and determining eligibility for extended benefits.
Answer Financial IAC Remote / AZ
Licensed Sales Agent
03.2018 - 06.2020
Job overview
Licensed insurance professional appointed by 24 carriers, specializing in auto, home, umbrella, and personal article floater policies across all 50 states.
The Results Company Phoenix, AZ
Licensed Health Advisor (contract)
09.2017 - 12.2017
Job overview
Licensed Medicare specialist assisting beneficiaries with finding and submitting Medicare Drug Plan enrollments on their behalf during AEP.
Health Plan One Phoenix, AZ
Licensed Health Advisor
06.2016 - 08.2017
Job overview
Licensed Medicare specialist proficient in assisting beneficiaries with finding
tailored Medicare Advantage, Supplement and Stand-Alone Prescription Drug
plans and completing applications on and off AEP season.
Connextions/ Optum Phoenix, AZ
Licensed Health Advisor (contract)
06.2014 - 01.2015
Job overview
Licensed Medicare Specialist assisting beneficiaries with finding and submitting Medicare Advantage Plan enrollments on their behalf during AEP.
Education
Maricopa Community Colleges - Rio Salado Community CollegeTempe, AZ
Certification in Auto Insurance Customer Service from Customer Service
10-2004
University Overview
Glendale Community CollegeGlendale, CA
GED
06-2004
University Overview
Skills
- Natural Rapport Ability
- Client Retention
- Customer Service
- Customer Needs Assessment
- CRM Software
- Excellent Computer Skills
- Experienced working with multiple open applications and desktops
- Professional and accurate in all forms of communication
- 5 years working remotely
- Years of experience working in fast pace environment/call center
- P&C Personal Lines License
- P&C Producer License
- Accident / Health Producer License
Soft Skills Customer Relations
Soft Skills Customer Relations
- Ability to effectively communicate with customers of all backgrounds
- Effectively able to de-escalate upset customers and find a resolution for their problem
- Active listening and empathy
- Strong attention to detail
- Countless number of positive reviews from customers/members
Highlighted Skills
Highlighted Skills
- Natural ability to build rapport quickly and gain customer's trust
- High Conversion and Retention Rate
- Computer Skills: Advanced Level
- 5 Years Experience working remotely with a private home office free of distractions
- 10+ years working in Call Center/Phone Sales and Customer Service
- Flexible Schedule availability including weekdays and weekends
- Ability to problem-solve and empathize with customers
- Experience with healthcare plans and medications (Medicare Sales)
- Exceeds customer service expectations
Volunteer Experience
Volunteer Experience
Volunteered as a caregiver and Medication Technician at several memory care facilities in Arizona
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeContract WorkWork Location
RemoteImportant To Me
Work from home optionPersonal development programsCareer advancementWork-life balanceTimeline
Licensed Insurance Sales Agent
TTEC Remote/AZ
01.2023 - Current
Licensed Commercial Sales Agent (contract)
Sutherland Global Remote/AZ
10.2022 - 12.2022
Licensed P&C Sales Agent
CSAA Insurance Remote/AZ
11.2021 - 04.2022
AZ Unemployment Claims Adjudicator (contract)
AppleOne / Maximus Fed. Remote / AZ
04.2021 - 09.2021
Licensed Sales Agent
Answer Financial IAC Remote / AZ
03.2018 - 06.2020
Licensed Health Advisor (contract)
The Results Company Phoenix, AZ
09.2017 - 12.2017
Licensed Health Advisor
Health Plan One Phoenix, AZ
06.2016 - 08.2017
Licensed Health Advisor (contract)
Connextions/ Optum Phoenix, AZ
06.2014 - 01.2015
Maricopa Community Colleges - Rio Salado Community College
Certification in Auto Insurance Customer Service from Customer Service
Glendale Community College
GED
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