LORENA AGUAYO
ARVIN
Summary
Persistent professional with over 20 years of combined, progressive experience affecting company performance and profitability through insurance sales. Specialized and extensive knowledge in a full range of insurance products and programs.
Overview
26
26
years of professional experience
Work History
Manager, Sales and Customer Support
Trucordia
Bakersfield
01.2024 - Current
- Support of business by accepting or rejecting new, renewal, and endorsement applications in accordance with company guidelines.
- Customize auto, homeowner and flood insurance coverage to suit individual customers, often covering a variety of risks.
- Ensure standards for timeliness; confirm data integrity for discounts, exposure base.
- Calculate premiums and establish payment method.
- Keep up-to-date with underwriting and/or product changes.
- Provide the best possible claims service.
- Training personnel, sales, support, processing payments
Insurance Sale Agent
Personal Express Insurance
Bakersfield
01.2016 - 12.2025
- Support of business by accepting or rejecting new, renewal, and endorsement applications in accordance with company guidelines.
- Customize auto, homeowner and flood insurance coverage to suit individual customers, often covering a variety of risks.
- Ensure standards for timeliness; confirm data integrity for discounts, exposure base.
- Calculate premiums and establish payment method.
- Keep up-to-date with underwriting and/or product changes.
- Provide the best possible claim service.
- Office deposit
Senior Insurance Sale Agent /Office Manager
California Total Insurance
Arvin
02.2012 - 01.2016
- Customize auto, homeowner and flood insurance coverage to suit individual customers, often covering a variety of risks.
- Ensure that policy requirements are fulfill, including any necessary medical examinations and the completion of appropriate forms.
- Calculate premiums and establish payment method.
- Inspect auto, examining its general condition, and other characteristic, to decide if it is a good insurance risk.
- Perform administrative task, such as maintaining records, daily deposits and handling policy renewals and issuing DMV registration and renewals.
- Explain features, advantages and disadvantage of various policies to promote sale of insurance plans.
- Seek out new clients and develop clientele by networking to find new customers and generate list of prospective clients.
- Responsible for opening and closing the business daily.
Office Manager
Cost-U-Less Insurance
Bakersfield
02.2000 - 02.2012
- Handled all paperwork from preliminary conversation with policyholders and third parties.
- Investigated competitive policy pricing strategies for automobile insurance.
- Computes rates and premiums (including premium refunds) and selects the appropriate declarations, coverage forms, exclusions and optional coverage in order to complete a policy.
- Calculate premiums, establish payment method and managed premium bookkeeping.
- Responsible for opening and closing the business daily.
- Responsible for advertising and marketing.
- Researched, identified and successfully sold to potential targeted clients through company provided leads, referrals, and through extensive cold calling.
- Processes and input all necessary policy transaction through appropriate company systems.
- Contact underwriter and submit forms to obtain binder coverage.
- Performs other duties as assigned.
Education
Property & Casualty License -
03.1998
Skills
- Fluent in Spanish
- Underwriting Auto Policies
- Customer Relationship Management
- Proficient in Microsoft Office
Timeline
Manager, Sales and Customer Support
Trucordia
01.2024 - Current
Insurance Sale Agent
Personal Express Insurance
01.2016 - 12.2025
Senior Insurance Sale Agent /Office Manager
California Total Insurance
02.2012 - 01.2016
Office Manager
Cost-U-Less Insurance
02.2000 - 02.2012