Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Maria De Lourdes Delgado

Citrus Heights,CA

Summary

Insightful Insurance Sales Agent bringing 3 years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement. Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Life Insurance Broker

Family First Life
01.2020 - Current
  • Maintained high standards of customer service by building relationships with clients.
  • Analyzed customers' financial situations to recommend appropriate life insurance policies.
  • Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Marketed life insurance products to increase customer bases and revenue.
  • Analyzed feedback to identify areas for improvement and enhance customer experiences.
  • Increased sales of life insurance products through tactical customer outreach.
  • Crafted clear, informative reports to explain life insurance policy features and benefits.
  • Retained up-to-date industry knowledge for accurate, well-informed customer interactions.
  • Explained advantages, features, and disadvantages of various policies to promote sale of plans,
  • Provided coverage option information to assist clients in protecting assets.
  • Negotiated with customers and insurance companies to secure favorable policy terms.
  • Promoted products and services using upselling and other sales strategies.

Private Caregiver

Independent Employer
03.2016 - 05.2019
  • Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
  • Maintained clean, safe, and well-organized patient environment.
  • Provided assistance in daily living activities by dressing, grooming, bathing, and toileting patients.
  • Transported individuals to events and activities, medical appointments, and shopping trips.

Truck Dispatcher

CPM TRANPORTATION
02.2014 - 01.2016
  • Handled incoming calls and emails from customers regarding issues with deliveries.
  • Checked that each scheduled route was appropriately covered by delivery drivers.
  • Monitored and tracked status of shipments in transit to confirm on-time delivery.
  • Reviewed paperwork and contracts prior to dispatching crew members to support accuracy and clarify understanding of details.

Education

Real Estate

Accredited Real Estate Schools,Inc
Fair Oaks, CA
10.2022

Monrovia High School
Monrovia, CA
2001

Skills

  • Underwriter Selection
  • Final Expense Insurance
  • New Product Information
  • Client Retention
  • Customer Referrals
  • Problem Resolution
  • Policy Management
  • Premium Calculations
  • Claims Information Gathering
  • Client Account Management
  • Business Partnerships
  • Calculate Commissions
  • Call Center Customer Service
  • Persuasive Negotiations

Certification

anti-money laundering

8 hour -California Annuity Course

Real estate principles

Real Estate Practice

Languages

Spanish
English

Timeline

Life Insurance Broker

Family First Life
01.2020 - Current

Private Caregiver

Independent Employer
03.2016 - 05.2019

Truck Dispatcher

CPM TRANPORTATION
02.2014 - 01.2016

Real Estate

Accredited Real Estate Schools,Inc

Monrovia High School

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Maria De Lourdes Delgado