Highly motivated Individual with 15+ years of experience in providing excellent customer service. Strong work ethic, professional demeanor and great initiative. Team Player.
Overview
8
8
years of professional experience
Work History
Commercial Lines Account Manager
Tollie Insurance Services, LLC
09.2023 - Current
Prepare policy renewals for timely processing, ensuring continuous coverage for clients.
Collaborate with underwriters to ensure accurate policy issuance and appropriate coverage levels.
Improve account retention rates with exceptional customer service skills and prompt issue resolution.
Optimize communication channels between brokers, carriers, and clients, ensuring seamless information exchange for timely policy issuance and management.
Sales Agent
COUNTRY Financial
05.2023 - 09.2023
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Developed strong relationships with clients through consistent communication and exceptional customer service.
Expanded client base by generating referrals from satisfied customers and networking within the community.
Sales Agent
Farmer's Insurance
11.2022 - 05.2023
Generate new leads through networking in the community particularly in the Latino Community.
Able to speak to customers in native language to increase loyalty and establish relationships.
Create marketing strategies to generate leads and sales.
Licensed Agent Assistant
American Family Insurance
10.2021 - 11.2022
Assisted coworkers and staff members with special tasks on daily basis.
Managed phone and email correspondence and handled incoming calls.
Policy Maintenance.
Leasing Consultant
Monarch Investment & Management Group
11.2019 - 07.2020
Led property tours to showcase amenities to prospective tenants and offered valuable information regarding major features.
Encouraged prospective tenants to fill out applications after property tours.
Implemented online advertising and other marketing initiatives to generate interest from individuals and businesses.
Patient Registration Specialist
Affinia Healthcare
01.2016 - 04.2018
Coordinated between patients and healthcare professionals to meet patient needs.
Utilized customer service skills and detailed system knowledge to support clinic operations.
Translated for Spanish speaking Patients.
Education
Insurance Agent
America's Professor
Online
04.2022
Certified Personal Trainer
International Sports Sciences Association
Online
06.2021
Skills
Excellent communication/listening skills
Bilingual (Spanish)
Ability to prioritize and remain focused on the essence of an issue
Excellent with Customer Support Services
Skilled at learning new concepts quickly while working well under pressure