Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Lorinda Sanchez

Dumas

Summary

Accomplished insurance professional with nearly 17 years of experience specializing in auto, commercial, ATV, and boat policies. Collaborates closely with agents to cultivate lasting client relationships and devise strategic solutions for coverage needs. Skilled at navigating complex agency structures and regulatory requirements through various communication channels. Proven track record of driving new business growth through effective sales strategies. Known for exceptional customer service, reliability, and meticulous attention to detail in a fast-paced environment. Detail-oriented individual with exceptional communication and project management skills. Recognized for taking a proactive approach to identifying and addressing issues while focusing on optimizing processes and supporting team objectives.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Insurance Agent

Crop Insurance Solutions LLC
08.2006 - Current
  • Responded to customer inquiries and problems to promote great service.
  • Document Control
  • Client Account Management
  • Client Retention
  • Explained different options to prospective clients, encouraging the sale of insurance policies that best fit their needs.
  • Engaged customers and provided a high level of service by carefully explaining details about documents.
  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Developed appropriate quotes based on risk information.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Licensed in Property and Casualty since 2006.

Education

High School -

Dumas High School
Dumas, TX
05.1987

Skills

  • Customer Follow-Up
  • Cross-Selling and Upselling
  • Time Management
  • Underwriter Collaboration
  • Verbal and Written Communication
  • Policyholder Communication
  • Insurance Customization
  • Service Oriented
  • Insurance Coverage Verification
  • Form Completion and Submission
  • Records Maintenance
  • Policy Changes
  • Premium Calculations
  • Client Prospecting
  • Policy Renewals
  • Binder Coverage
  • Claims Information Gathering
  • Document Control
  • Client Account Management
  • Client Retention

Certification

Licensed in Property and Casualty since 2006.

Languages

Spanish
Native or Bilingual

Timeline

Insurance Agent

Crop Insurance Solutions LLC
08.2006 - Current

High School -

Dumas High School