Lucy Ramirez
Pasadena,TX
Summary
Successful and seasoned Agent with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Overview
10
10
years of professional experience
Work History
Insurance Agent
Colonial Penn Life Insurance Company
01.2024 - 05.2025
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Utilized CRM software to manage client relationships.
- Evaluated competitors' products and services to gain competitive advantage.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Researched and identified potential new markets.
- Calculated premiums and established payment methods for sales.
- Conducted annual reviews of existing policies to update information.
Licensed Insurance Agent
La Familia Insurance
01.2022 - 01.2024
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Provided coverage option information to assist clients in protecting assets.
- Upsold additional products and services after identifying customer needs and requirements.
- Exceeded corporate quotas for monthly policy sales.
- Promoted products and services using upselling and other sales strategies.
- Calculated quotes and educated potential clients on insurance options.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Conducted research and identified market trends to develop better strategies for sales.
- Analyzed risk factors to recommend appropriate coverage levels.
- Analyzed customer needs to provide customized insurance solutions.
Staffing Manager
Star Staffing
02.2016 - 06.2023
- Reviewed applications and resumes to support hiring activities.
- Performed sourcing, interviewing, negotiations and hiring.
- Developed marketing strategies to generate leads.
- Created and implemented forward-thinking initiatives to improve employee engagement.
- Updated training processes by reviewing existing documentation, leveraging feedback from associates and working with legal and compliance teams.
- Reduced process gaps while supervising employees to achieve optimal productivity.
- Fostered positive work environment through comprehensive employee relations program.
- Structured compensation and benefits according to market conditions and budget demands.
- Distributed employee engagement surveys to identify areas of improvement.
- Liaised between multiple business divisions to improve communications.
- Recruited top talent to maximize profitability.
- Maintained current knowledge of industry regulations and legislation to amend policies and promote compliance.
- Utilized compliance tools, corrective actions and identification of deficiencies to mitigate audit risks.
- Enhanced team workflows and employee job satisfaction by coordinating communication between managers and employees.
Medical Assistant
TCP Alma
05.2015 - 01.2022
- Obtained client medical history, medication information, symptoms, and allergies.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
- Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.
- Sanitized, restocked, and organized exam rooms and medical equipment.
- Performed medical records management, including filing, organizing and scanning documents.
- Assisted physicians with minor surgeries, including preparing operating room and sterilizing instruments.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Measured patient spirometry.
- Assisted with routine checks and diagnostic testing by collecting and processing specimens.
- Collected pertinent data and calculations to aid physician in interpreting results.
- Helped improve patient outcomes by educating and advising on relevant treatments and care.
- Supported duties for diagnostic and technical treatment procedures, such as setting up and operating special medical equipment and apparatus.
- Obtained and documented patient medical history, vital signs and current complaints at intake.
- Updated inventory, expiration and vaccine logs to maintain current tracking documentation.
- Collected and documented patient medical information such as blood pressure and weight.
- Measured patient pulse oximetry.
- Completed EKGs and other tests based on patient presentation in office.
- Prepared lab specimens for diagnostic evaluation.
- Followed appropriate procedures to minimize patient's exposure to radiation.
Education
High School Diploma -
Wheatley High School
Houston, TX05.2004
Skills
- Packaging
- Warehouse Experience
- Order Picking
- Pallet Jack
- Shipping & Receiving
- Load & Unload
- Assembly
- Freight Experience
- Customer service
- Load & unload
- Customer follow-up
- Client assessment
- Insurance product promotion
- Negotiation abilities
- Risk mitigation
- Health insurance
- Negotiation
- Policy renewals
- Client needs analysis
- Insurance program management
- New client acquisition
- Private insurance
- Cold calling
- Insurance sales strategy
- CRM software
- Client relations
- Life insurance
- Quotes and sales
- Auto insurance
- Upselling
Assessments
Warehouse safety, Proficient, 06/22, Using safe practices in a warehouse setting
Willing To Relocate
Pasadena, TX
Personal Information
Authorized To Work: US for any employer
Timeline
Insurance Agent
Colonial Penn Life Insurance Company
01.2024 - 05.2025
Licensed Insurance Agent
La Familia Insurance
01.2022 - 01.2024
Staffing Manager
Star Staffing
02.2016 - 06.2023
Medical Assistant
TCP Alma
05.2015 - 01.2022
High School Diploma -
Wheatley High School
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