LIUDMILA RODRIGUEZ FERRER
Dallas,TX
Summary
Focused and dedicated insurance professional with 8 years of experience providing superior customer service and rates for AUTO, HOMO, COMMERCIAL policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.
Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
INSURANCE AGENT AND TAX PREPARER
EL CONQUISTADOR INSURANCE AND TAX AGENCY
DALLAS, TX
03.2022 - 12.2024
- Provided customers with information regarding plan features, pricing, and availability.
- Negotiated contracts between insurers and insured parties in order to obtain favorable terms for both sides.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
- Analyzed customer needs and provided best options, upselling products and services.
- Greatly improved office operations by reducing backtracking of work through creation of material movement process.
- Understood and followed oral and written directions.
- Completed day-to-day duties accurately and efficiently.
- Maintained open communication with team members and stakeholders, resulting in successful project outcomes.
INSURANCE AGENT MANAGER
XMAS AUTO INSURANCE AGENCY
DALLAS, TX
10.2019 - 01.2022
- Conducted policy reviews for customers to identify potential gaps in coverage or additional coverage options.
- Provided assistance in resolving complaints filed by customers against the company.
- Participated in continuing education courses related to auto insurance products.
- Maintained accurate records of customer interactions including notes on conversations and changes made to accounts.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Advised customers on best practices for filing claims and resolving disputes.
- Adhered to all company guidelines relating to ethical standards when working with customers.
- Followed up regularly with customers regarding their policies or any outstanding issues they may have had.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Responded to inquiries and explained product features and service advantages to potential customers.
- Developed and maintained relationships with existing customers to ensure satisfaction and renewals.
- Developed appropriate quotes based on risk information.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Exceeded company sales goals for new policies.
- Assisted with customer requests and answered questions to improve satisfaction.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Completed day-to-day duties accurately and efficiently.
- Exceeded customer satisfaction by finding creative solutions to problems.
Education
W T White High School
Dallas, TX05-2012
Skills
- Policy Renewals
- CRM Software
- Client Retention
- Client Relations
- Customer Follow-Up
- New Client Acquisition
- Asset Protection Expertise
- Negotiation
- Insurance Sales Strategy
- Mathematical Calculations
- INCOME TAX PREPARER
- Tax REPORTING\Advising
- Tax Law Compliance
- Individual Returns Preparation
- Tax Return Preparation
- TPS APPLICATION\RENEWAL
- Green Card Renewal Form I-90
- I-765, Application for Employment Authorization
- NOTARY PUBLIC
Certification
*INCOME TAX PTIN #
*DISPATCH COURSES
*LIMITED LINES LICENSE INSURANCE
Languages
English
Professional
Spanish
Native/ Bilingual
Timeline
INSURANCE AGENT AND TAX PREPARER
EL CONQUISTADOR INSURANCE AND TAX AGENCY
03.2022 - 12.2024
INSURANCE AGENT MANAGER
XMAS AUTO INSURANCE AGENCY
10.2019 - 01.2022
W T White High School
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