Liset Munoz

Sales Representative
Farmers Insurance

• Recognized as a top producer with a 33% closing ratio on 7–10 daily inbound and live transfer leads
• Consistently sold 30–40 insurance policies within a given period by converting high-intent prospects
• Generated up to $100K in premium volume through effective needs analysis and solution-based selling
• Managed inbound lead flow, quickly qualifying prospects and delivering tailored insurance recommendations
• Built strong client relationships, driving repeat business and referrals in a fast-paced sales environment
• Regularly exceeded performance goals in a competitive, metrics-driven setting

• Worked directly with customers on a day to day basis, getting them into the right auto and home policy of their needs.
• Achieved Top Producer first month.
• Meet new business production goals and objectives as established.
• Develop insurance quotes, makes sales presentations.
• Managed customers' paperwork and process from initial contract through closing, ensuring a smooth and efficient experience.
• Achieved a 98% customer satisfaction rating, exceeding company standards.
• Consistently exceeded monthly sales.
• Informs customers of promotions and new or upgraded products using prepared scripts.

• Assisted clients in buying and selling residential properties. Conducted market research, negotiated deals, and provided excellent customer service to ensure client satisfaction.
• A captive agent that built a scratch agency from 0-500 within 2 years of opening through strategic marketing strategies.
• Responsible for overseeing the business and financial management of day-to-day operations.
• Built and maintained strong relationships with clients, resulting in 80% customer retention rate.
• Established Marketing programs and budget to generate new business.

Realtor Assistant

• Supported a licensed real estate agent in daily operations, including scheduling showings, coordinating appointments, and managing client communications
• Assisted with listing preparation by gathering property details, organizing documentation, and ensuring marketing materials were accurate and timely
• Communicated with buyers, sellers, lenders, and title companies to help facilitate smooth transactions from contract to close
• Managed CRM systems to track leads, follow-ups, and client interactions, improving organization and response time
• Conducted market research and prepared comparative market analyses (CMAs) to support pricing strategies
• Helped streamline administrative processes, increasing overall efficiency and client satisfaction