MARGARITA IBARRA
Center Hill,Florida
Summary
Seasoned Insurance Agent with comprehensive background in client base and new business sales. Skilled in negotiating deals, understanding client needs, and managing complex transactions smoothly. Demonstrated ability to grow client base through strategic marketing and networking. Proven track record of exceeding sales targets by implementing innovative selling strategies and fostering strong relationships with clients, enhancing satisfaction and loyalty.
Overview
17
17
years of professional experience
Work History
Agent
Heart of Florida Insurance
Minneola, Florida
02.2022 - Current
- This position is very fast paced
- New business is my main focus
- Customer service
- Cross selling
- Retention
- Account management
Customer Service Representative
American Casualty Insurance Agency
Clermont, FL
11.2019 - 12.2022
- Sales
- Cross sell
- Policy changes
- Answer questions and concerns for existing customers
- Cold calling
- Marketing after hours events promoting company growth
- Business development
Account Manager
Southern Insurance Group
Clermont, FL
01.2017 - 05.2019
- Developed strategies to increase revenue from existing accounts.
- Process service requests in timely fashion
- New business sales
- Cross selling
- Assist with day to day functions of the office.
Owner
Margarita Ibarra Cleaning
Clermont, FL
01.2015 - 05.2016
- I started my own cleaning business
- Residential and Commercial Cleaning
- Built my own clientele
- Flexible work schedule
Customer Service Representative
06.2012 - 10.2015
- I was responsible for the daily intake of customers
- Insurance sales and service to new and existing clients
- Problem solving, heavy customer service, quoting, answering phones, filing, maintaining daily business transactions
- Specializing in Auto, General Liability, Commercial Auto, and some Homeowners lines
American Casualty Insurance
02.2008 - 03.2010
- I was responsible for the daily intake of customers
- Insurance sales and service to new and existing clients
- Problem solving, heavy customer service, quoting, answering phones, filing, maintaining daily business transactions
- Specializing in Auto, General Liability, Commercial Auto, and some Homeowners lines
Education
High School Diploma -
Greenville High School
Greenville, MI06.1998
Skills
- Bilingual
- Fluent in English/ Spanish
- 50 wpm typing speed
- Team player
- Highly organized
- Self-starter
- Strong attention to detail
- Ability to stay focused under pressure
- Ability to meet tight deadlines
- Excellent work ethic
- Enjoy working with the general public
- Strive on excellent customer service
- Excellent communication skills both written and verbal
- Excellent problem solving skills
- Strong sales orientation
Credentialsandlicenses
2-20 Licensed Insurance Agent
Florida Department of Financial Services
Timeline
Agent
Heart of Florida Insurance
02.2022 - Current
Customer Service Representative
American Casualty Insurance Agency
11.2019 - 12.2022
Account Manager
Southern Insurance Group
01.2017 - 05.2019
Owner
Margarita Ibarra Cleaning
01.2015 - 05.2016
Customer Service Representative
06.2012 - 10.2015
American Casualty Insurance
02.2008 - 03.2010
High School Diploma -
Greenville High School
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