Hardworking and passionate job seeker with strong organizational skills. Ready to help team achieve company goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Insurance Sales Producer
Zelaya- Allstate Insurance Agency
03.2024 - 04.2024
Increased customer retention with exceptional client service and timely follow-ups on policy renewals.
Educated customers on various insurance products, empowering them to make informed decisions regarding their policies.
Generated quotes and proposals for clients to match individual needs.
Followed up promptly with interested clients to close sales.
Insurance Agent
April Roberts Ins and Fin Svcs Inc.
11.2023 - 02.2024
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Cross-sold insurance products to existing clients to reach sales targets.
Expanded client base by actively prospecting for new business opportunities and generating referrals.
Approached potential clients by using direct marketing mailings and phone contacts.
Generated leads through cold-calling, networking and other outreach methods.
Office Manager
The O'Neal Group, Inc- Allstate Agency
06.2015 - 09.2021
Managed payroll and agency scheduled.
Administrative and clerical duties.
Helped with retention of existing clients.
Always looking for ways to increase the book of business with new clients.
Processed daily bank deposits.
Ensured new clients were 100% satisfied with services provided by following up with them.
Coordinate/organize events with the local community leaders and partnerships with small business owners.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
Coached new hires on company processes while managing employees to achieve maximum production.
Improved safety procedures to promote employee well-being and safety and protect company from potential liability.
Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Solved problems specifically whenever clients needed assistance with claims.
Established team priorities, maintained schedules and monitored performance.
Education
Bachelor's degree - Public Relations And Communications
Technological University of El Salvador
05.2014
HIGH SCHOOL DIPLOMA -
En-Hacore Christian School
11.2009
Skills
Office Management
Multitasking
Client retention
Live chat
Time management
Work Ethic
Computer skills
Customer service
Team work
Bilingual (Spanish)
Problem solving
Decision making
Detail oriented
Team management
Insurance Sales
Organizational skills
Inside sales
Goal-Oriented
Email Marketing
Customer follow-up
Certification
General lines P&C Texas License, 01/01/24 - 01/01/26
Timeline
Insurance Sales Producer
Zelaya- Allstate Insurance Agency
03.2024 - 04.2024
Insurance Agent
April Roberts Ins and Fin Svcs Inc.
11.2023 - 02.2024
Office Manager
The O'Neal Group, Inc- Allstate Agency
06.2015 - 09.2021
Bachelor's degree - Public Relations And Communications