Adaptable licensed insurance agent with a strong focus on client relationship management and effective communication. Expertise in analyzing risk and developing tailored insurance quotes, contributing to improved client trust and commitment.
Overview
5
5
years of professional experience
Work History
Insurance agent
Auto Club of Southern California
Costa Mesa, California
02.2025 - Current
Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Explained coverage options to potential policyholders, answering questions or concerns.
Developed appropriate quotes based on risk information.
Licensed Insurance Agent
Amax Insurance
Santa Ana, California
05.2024 - 02.2025
Processed and managed insurance applications and renewals efficiently.
Maintained accurate records of client interactions and policy changes in systems.
Responded promptly to customer inquiries via phone calls or emails in a professional manner.
Insurance Broker
Insura insurance
Huntington Beach, California
11.2023 - 05.2024
Advised clients on suitable insurance policies and coverage options.
Collaborated with underwriters to assess risk and policy terms effectively.
Provided exceptional customer service to resolve client inquiries and issues.
Barista and cashier
Marriott International, Inc.
Anaheim, California
09.2022 - 10.2023
Managed daily morning rush of customers, delivering efficient and calm service.
Sales Associate
Ann Inc., Loft outlet
Anaheim, California
10.2021 - 01.2023
Assisted customers with product selection and provided exceptional service.
Collaborated with team members to achieve store goals and enhance customer experience.
Worked with fellow sales team members to achieve group targets.
Maintained visual standards and organized merchandise displays effectively.
Processed transactions accurately using point-of-sale systems.