Goal oriented, motivated individual capable of delivering high quality customer service to excel in a fast-paced professional environment.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Squeeze.com
08.2021 - 10.2024
Tailored personalized insurance solutions to customers based on their individual needs. Assisted with helping book of business grow with suggestions for company website resulting in more leads and customers. Other duties included onboarding new producers by shadowing and training assisting the evening crew with questions and troubleshooting when needed. Met company goals and held an average of 40-50 percent conversion rate each month. Delivered excellent customer experience resulting in referrals and cross selling opportunities.
Insurance Sales Producer
Parachute Insurance
05.2021 - 08.2021
Produced auto insurance policies through a captive carrier at Parachute Insurance. Duties included calling 150-200 warm outbound leads a day of potential customers both standard and non-standard. Identifying their needs, educating them on coverages, and delivering a competitive rate. Time efficiency is a must in current role, so between calls other duties include providing busy customers with text-quotes. A key function which generates much of the companies revenue as well. Exceeded management's expectations on conversion in such short span of time. Generated sales through competence, experience, and trust.
Senior Sales Producer
The Zebra.com
06.2015 - 04.2021
Started at The Zebra.com in its formative years was the first female and bi-lingual agent to be hired at The Zebra. Throughout tenure was able to adapt to changes and challenges that come with a new start-up business. As the company acquired more carriers both non-standard and standard, eventually led to being licensed in all 50 states. Duties included answering inbound calls from customers and guiding them through the process while educating on the value of the product. Having outstanding communication skills and long rapport with customers constantly conducted to cross selling multi-line opportunities and referrals from satisfied customers. Met agency goals, expectations, and metrics month after month that led to Top conversion award for the last Quater of 2020. Became a Senior Sales Agent and Agency Support Mentor to guide new agents through the extensive quoting platforms and underwriting guidelines.
Insurance Sales Producer
Texas State Low Cost Insurance
02.2015 - 06.2015
Daily duties included receiving calls and answering instant messages from clients who needed quotes for their vehicles, homes, boats, motorcycles, and other special lines. The information was then manually quoted with about 10 different companies to determine what was the best fit for the client. A follow up call was rendered to deliver and bind the policy. Assisted in relieving the high-call volume from 150+ Retail locations across Texas in order to keep up in a high-paced environment and produce premium and company fees. Texas State Low Cost has recently merged with Baja Insurance, whose majority of customers are Spanish speakers. Being a bilingual representative helped the company assist their large Spanish-speaking clientele. In addition to sales, also played an important role in retention of non-renewing policies with a former carrier of the company. Is able to persuade customers to stay within the agency with knowledge of carriers and with conversation skill.
Insurance Sales Producer
Rategenius Auto Refinance
04.2012 - 01.2015
Commenced as a Customer Service Representative for one of the fastest growing companies in Austin. The position required informing customers about refinancing their auto loans and assisting them in submitting their application for a better offer. An Insurance Sales position was offered for having the ability to inform and persuade clients which led to higher conversion rates for the company. Due to outstanding work ethic and drive, was then promoted to Insurance Sales within the year. The agency consisted of working with eighteen A+ rated insurance companies. As an agent, one of the duties included was earning a P&C license. The position itself consisted of informing clients of their coverage while comparing the best rates within the carriers. With knowledge of P&C products, guided prospective clients into having their insurance needs met with the company. Specialized in assisting Spanish speakers with their insurance needs as well. Having outstanding communication skills with customers led to cross selling opportunities and referrals from satisfied customers.
Education
Diploma -
El Paso High School
El Paso, TX
01.2007
Associate of Arts - Early Childhood Education
El Paso Community College
El Paso, TX
Skills
Licensed Insurance agent,
P&C Underwriting
Customer Service oriented
Multi-task management
Top Sales Performer
Excellent Communication skills
Negotiation
CRM Software
Upselling
Microsoft Excel
Microsoft Word
Account Management
Client relationship management
Certification
Property and Casualty License March 2014 to Present