Lorena Miranda Quintana
Garland Insurance
Plant City,FL
1
Language
7
years of professional experience
Bilingual Licensed insurance agent with 6 years of experience in client relationship building, customer retention, and new business development. Skilled in policy analysis, cross-selling, and problem-solving to support sales growth and client trust.
Experienced licensed insurance agent with a record of building client trust, retaining business, and driving cross-sell opportunities through strong product knowledge, risk assessment, and compliance-focused service.
Work History
Insurance Sales Associate
2 Years 3 Months- Assisted clients with policy selections, explaining coverage options and answering questions clearly.
- Followed up on leads, quotes, and referrals to support sales pipeline activity.
- Processed applications, renewals, and policy changes with attention to accuracy and compliance.
- Maintained client records in agency systems and updated documentation for service continuity.
- Supported cross-selling efforts by identifying coverage gaps during client conversations.
- Identified and solicited sales prospects in agency databases.
Insurance Agent
9 Months- Presented tailored coverage recommendations to support cross-sell and upsell opportunities.
- Generated accurate insurance quotes using internal policy and rating systems.
- Processed policy changes, renewals, and billing inquiries while maintaining compliance standards.
- Managed inbound calls and follow-up actions to maintain service continuity and responsiveness.
- Evaluated coverage needs and matched products to customer budgets and protection goals.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Cross-sold insurance products to existing clients to reach sales targets.
Retention Specialist
3 Years 9 Months- Managed customer retention conversations using billing review, service troubleshooting, and tailored save offers.
- Cross-selling on other lines of business to gain revenue.
- Educated subscribers on promotions, package options, and value-added services to reduce churn risk.
- Resolved cancellation requests by identifying service gaps and recommending plan adjustments aligned with customer needs.
- Documented account interactions accurately in CRM systems to support follow-up and compliance.
- Collaborated with billing and technical support teams to resolve escalated issues affecting customer loyalty.
- Applied de-escalation techniques during difficult calls to preserve relationships and maintain service continuity.
- Enhanced customer satisfaction levels with proactive communication and timely resolution of issues.
- Negotiated contract renewals, securing continued business partnerships with satisfied clients.
Skills
Licensed insurance agent-2044 Personal Lines Personal & Casualty Insurance.
Product knowledge
Risk assessment
Industry regulations
Client relationship building
Customer retention
Business acquisition
Prospecting clients
Cold outreach
Goal oriented
Problem-solving
Teamwork and collaboration
Languages
Spanish
Native or Bilingual
Timeline
Insurance Sales Associate
Garland Insurance
08.2024 - CurrentRead More
Insurance Agent
GEICO
11.2023 - 08.2024Read More
Retention Specialist
Charter Communnications
02.2020 - 11.2023Read More