Marcy Manzanares
Las Cruces,NM
Summary
Proven Insurance Agent with a track record of enhancing client relations and retention, notably at Risk Solutions Insurance Brokerage. Excelled in lead development and client needs analysis, leveraging active listening and negotiation skills. Licensed in NM and FL, I significantly contributed to policy renewals and client satisfaction, mastering both hard and soft skills. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
26
26
years of professional experience
Work History
Insurance Agent
Risk Solutions Insurance Brokerage
05.2024 - 10.2024
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Conducted annual reviews of existing policies to update information.
- Researched and identified potential new markets.
Server and Bartender
Bubba's 33
10.2023 - 01.2024
- Explained menu items and suggested appropriate options for food allergy concerns.
- Cultivated warm relationships with regular customers.
- Bussed and reset tables to keep dining room and work areas clean.
- Used slow periods to restock supplies, ice, trays, and delivery bags.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Utilized communication practices with kitchen staff to deliver customer meals in timely manner.
- Set positive tone for entire dining experience as first point of contact for incoming guests.
- Followed health and safety protocols crucial for maintaining safe and sanitary environments for customers and staff.
- Learned and followed local alcohol laws to keep restaurant compliant with regulations.
- Served food and beverages promptly with focused attention to customer needs.
- Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals, and walk-in business.
- Organized bar inventory and storage procedures to keep stock within optimal levels and meet expected customer demands.
- Adhered to state laws regarding alcoholic beverage services and customer regulations.
- Prepared custom drink orders by accurately measuring and mixing house ingredients.
Insurance Agent
Leavitt Group Southwest, Inc
02.2008 - 08.2023
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Met with customers to provide information about available products and policies.
- Collected premiums on or before effective date of coverage.
Insurance Customer Service Representative
Pat Campbell Insurance
03.2004 - 02.2008
- Responded to customer requests for products, services, and company information.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Trained new customer service representatives on best practices, policies and procedures.
- Reviewed and adjusted customer coverage levels to address, identify, and resolve customer conflicts.
- Assessed customer needs and recommended suitable insurance policies.
- Set up customer payment plans to cover annual policies and renewals.
- Documented customer interactions and transactions for accurate, up-to-date records.
- Completed customer applications and updated records to reflect current information.
- Modified, updated and processed existing policies.
Bookkeeper
Albertsons
08.1998 - 03.2004
- Maintained and processed invoices, deposits, and money logs.
- Completed payroll for employees and maintained detailed records of procedures.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Established QuickBooks accounting system to reflect accurate financial records.
- Posted daily receipts and payments in accordance with corporate protocols.
- Reconciled and corrected issues with financial records.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Streamlined daily reporting information entry for efficient record keeping purposes.
- Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Matched purchase orders with invoices and recorded necessary information.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
Education
No Degree - Business Administration And Management
New Mexico State University
Las CrucesHigh School Diploma -
Mayfield High School
Las Cruces05-1998
Skills
- Client Relations
- Lead Development
- Leads Prospecting
- Customer Service
- Policy Renewals
- Client Retention
- Client needs analysis
- Licensed Insurance Agent for State of NM and FL
Languages
English
Spanish
Timeline
Insurance Agent
Risk Solutions Insurance Brokerage
05.2024 - 10.2024
Server and Bartender
Bubba's 33
10.2023 - 01.2024
Insurance Agent
Leavitt Group Southwest, Inc
02.2008 - 08.2023
Insurance Customer Service Representative
Pat Campbell Insurance
03.2004 - 02.2008
Bookkeeper
Albertsons
08.1998 - 03.2004
No Degree - Business Administration And Management
New Mexico State University
High School Diploma -
Mayfield High School
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