Maria Gutierrez
San Antonio,TX
Summary
Seasoned life insurance agent with broad knowledge in crafting tailored insurance plans to meet individual client needs. Skilled in leveraging strong communication abilities to build lasting relationships with clients and foster trust. Strengths include problem-solving, strategic planning, and customer service. Previous work has resulted in increased customer satisfaction and retention, demonstrating a commitment to exceeding sales goals while providing high-quality service.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
Globe Life American Income Division
San Antonio, TX
05.2023 - Current
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Assisted customers in selecting the right life insurance coverage for their needs.
- Provided personalized service to clients by phone, email, or in-person meetings.
- Educated clients on various types of life insurance policies available in the market.
- Attended educational seminars and conferences to stay up-to-date on industry trends.
- Resolved customer issues in a timely manner while providing excellent customer service.
- Prepared quotes for prospective customers based on their individual needs.
- Calculated premiums and established payment methods.
- Developed prospects from current commercial customers, referral leads or sales or trade meetings.
- Nurtured relationships with potential clients through regular communication and engagement.
- Prepared and delivered presentations on life insurance products to groups and individuals.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
Life Insurance Agent
Kemper Life
San Antonio, TX
08.2022 - 03.2023
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Assisted customers in selecting the right life insurance coverage for their needs.
- Conducted market research to identify potential new products and services.
- Educated clients on various types of life insurance policies available in the market.
- Maintained records of client information, including policies and payment history.
Education
High School Diploma -
Oliver Wendell Holmes
San Antonio, TX05-1985
Some College (No Degree) - Business Administration
St Philips Community College
San AntonioSkills
- Streamlining processes
- Referral management
- Insurance sales strategy
- Asset protection
- Strong interpersonal skills
- Asset protection expertise
- Lead prospecting
Certification
- Licensed Life and Health Agent
Languages
English
Professional
Spanish
Professional
References
References available upon request.
Timeline
Life Insurance Agent
Globe Life American Income Division
05.2023 - Current
Life Insurance Agent
Kemper Life
08.2022 - 03.2023
- Licensed Life and Health Agent
High School Diploma -
Oliver Wendell Holmes
Some College (No Degree) - Business Administration
St Philips Community College
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