LUCIA ARGOMANIZ

• Exceeded the company’s sales goals.
• Cross-selling multiple lines, including home, auto, PLP, pet, ATV, motorcycle, classic, and boat policies.
• Developed relationships with clients to understand their insurance needs.

• Counseled prospects on coverage, limits, and regulations.

• Calculated premiums, established payment methods, received customer payments, and issued receipts.
• Engaged customers in friendly, professional dialogue to determine their needs.
• Specialized in Medicare and Property & Casualty Insurance.

• Exceeded company sales goals for new policies.
• Counseled prospects and policyholders on coverage limits and regulations.
• Pushed through objectives, persuading clients to purchase by applying advanced sales techniques.
• Upsold products to policyholders and potential new clients.

Flexibly rotated between multiple roles

Supervisor:

• Led team and leadership calibrations to ensure agents continued to strive in compliance and sales.
• Developed creative incentive programs to motivate and boost team morale.

Certified Trainer:

• Instructed New Hire Training for UHC Sales Medicare and Retirement.
• Developed and coordinated trainings to help individuals learn company policies and procedures and job tasks.
• Evaluated individuals regularly for progress or growth potential to guide decisions regarding advancement and additional training.

Team Lead:

• Fostered positive employee relationships through communication, training and development coaching.
• Served as mentor to junior team members.
  

• Specialized in Medicare Advantage and Medicare Prescription Drug Plans
• Presented and clearly explained insurance policy options to clients based on their needs and goals; compliantly completed enrollment applications.
• Pursued continuing education and training programs to continue professional development.