Hi, I’m
Lizette Beauchamp Perez
Bulverde,TX
Summary
Dynamic insurance broker with Experior Financial Group, skilled in policy analysis and client consultations. Proven track record of exceeding $20 million in sales volume, leveraging strong networking and problem-solving abilities to drive client retention and satisfaction. Adept at developing tailored solutions that meet diverse client needs while ensuring compliance and accuracy. Seasoned Goal-oriented professional effective at dealing with individuals during stressful and confusing situations to address benefits, needs, and navigate agency structures. Practiced working with regulatory limits and department standards to handle requirements via email, letter, telephone calls, and in person. Offering several years of experience in generating new business by selling various insurance plans.
Overview
38
years of professional experience
1
Certification
Work History
Experior Financial GroupSan Antonio, Texas
Insurance Broker
10.2024 - Current
Job overview
- Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
- Leveraged industry trends to shape solutions and approaches.
- Analyzed financial data related to insurance products to ensure accuracy of information.
- Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases.
- Achieved repeat business and referrals through personalized services.
- Provided advice to customers on insurance-related matters.
- Performed administrative tasks such as preparing invoices, updating records.
- Responded to customer inquiries and problems to promote great service.
- Developed appropriate quotes based on risk information.
- Utilized industry software tools such as rating engines and quoting systems.
- Provided information and answered questions via personal meetings, telephone calls, and email.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
- Collaborated closely with other departments within the organization to ensure smooth operations.
- Processed claims in a timely manner according to company procedures.
- Promoted client retention through high-quality service and follow through.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Participated in training sessions aimed at improving product knowledge.
- Sought out new clients and developed clientele by networking to find new customers.
- Consulted with clients to develop customized insurance policy packages and advised clients on investment opportunities to safeguard assets while minimizing cash flow.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
Berkshire Hathaway Home ServiceSan Antonio, TX
Real Estate Sales
01.2022 - Current
Job overview
- Dedicated to Resales, REO’s, Foreclosures, and Pre-Forclosures.
Zee Medical Service Co.San Juan, PR
Human Resources Manager
01.2006 - Current
Job overview
- Established company’s Human Resources department covering 25 employees.
- Restructured policy and procedures.
- Brought company up to HR standards and compliance.
- Revamped employee handbook, job descriptions and introduced a performance management system.
- Screened and hired candidates for several different positions among the organization.
- Managed relationship with sales force, handling all payroll, benefits, workers compensation, unemployment, disability and more.
- Negotiated contracts for all office equipment and service vendors.
- Maintained full charge of all accounting functions for the company including Accounts Payable, Accounts Receivable, general ledger, financial reports, inventory control, and payroll to name a few.
- Produced all reports for CEO evaluation.
- Worked closely with President to review cost, reconcile variances and identify areas for productivity and cost improvement.
- Created and processed W-2’s.
- Working Remotely Part Time
Sitterle HomeSan Antonio, TX
New Home Sales Consultant
01.2015 - 01.2019
Job overview
- Meet prospective customers in the model homes and assist the client with the sales, paperwork and various details while moving into the community.
- Sales consultant is often the point of contact for buyers.
- Meets with potential buyers on-site to answer questions and give tours of model homes.
- Works weekends and evenings to accommodate clients availability.
- Calls prospective buyers and follows up with everyone who contacts the property.
- Follows sales leads to bring in future clients.
- Represents the standards of the business and with exceptional communication and presentation skills.
ProStead RealtyCharlotte, NC
Broker Sales Representative
01.2014 - 01.2015
Job overview
- Successful Broker Sales representative for 15 years North Carolina residential real estate market, developing a significant following among home buyers, sellers and developers.
- Known and respected industry-wide, consistently exceeds the $20 million sales volume annually.
REMAX Metro RealtyCharlotte, NC
Broker and Sales Representative
01.2000 - 01.2014
Job overview
- Successful Broker and Sales representative for fourteen years.
- I was one of the first agents to be hired without experience in Real Estate.
- My first year I sold 5 million in volume.
- Specialized in RE, Foreclosures, Pre-Foreclosures, and Selling niche to the Hispanic community in the city.
- Known and respected industry-wide, consistently exceeding the $20 million sales volume annually my 3rd year and thereafter.
Asset Recovery Mgmt. GroupCharlotte, NC
Owner
01.1997 - 01.2010
Job overview
- Owned and operated.
- Grew business from one account to over 30 major accounts generating a million within a year.
- Recruited, hired and trained over 30 sales associates in less than a year.
- Created marketing campaign, pricing structure and sales strategies.
- Was able to generate business with companies like Bank of America, Ford Motor Company, and Wells Fargo to name a few.
- While starting my Real Estate career in 2000.
Classic Soft TrimHouston, TX
General Manager
01.1987 - 01.1997
Job overview
- General Manager for a startup automotive leather interior company.
- Directed all sales and marketing activities including lead generations account development and trained all sales representatives and installers.
- Managed over 35 employees.
Education
University of Maryland Global CampusOkinawa, Japan
Bachelor of Science from Human Resources Management
01-2022
Skills
- Policy analysis and risk assessment
- Client consultations and contract negotiation
- Sales strategies and lead generation
- Financial analysis and planning
- Insurance underwriting and sales
- Customer service and retention
- Networking and relationship management
- Problem solving and collaboration
- Time management and prioritization
- Sales presentations and upselling
References
References upon request.
Certification
- Basic Web Design Certification Program
- Sales Agent of the Month several times a year
Languages
English
Professional
Spanish
Professional
Accomplishments
- Sales Person of the month
References
References available upon request.
Timeline
Insurance Broker
Experior Financial Group
10.2024 - Current
Real Estate Sales
Berkshire Hathaway Home Service
01.2022 - Current
New Home Sales Consultant
Sitterle Home
01.2015 - 01.2019
Broker Sales Representative
ProStead Realty
01.2014 - 01.2015
Human Resources Manager
Zee Medical Service Co.
01.2006 - Current
Broker and Sales Representative
REMAX Metro Realty
01.2000 - 01.2014
Owner
Asset Recovery Mgmt. Group
01.1997 - 01.2010
General Manager
Classic Soft Trim
01.1987 - 01.1997
University of Maryland Global Campus
Bachelor of Science from Human Resources Management
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