Maria Luz Casares
East Chicago,IN
Summary
Accomplished Agency Manager at Gutierrez Family Agency/Allstate, adept in operations management and relationship building. Spearheaded staff development and sales growth initiatives, leading to significant efficiency improvements. Expert in leveraging technology for client account management, with a proven track record in enhancing customer satisfaction and fostering long-lasting client relationships.
Collaborative leader partners with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Energetic and driven individual with knack for managing and motivating teams to achieve common goals. Possesses strong foundation in project management and client relations, with proven skills in strategic planning and resource allocation. Committed to driving operational excellence and delivering measurable results.
Overview
37
37
years of professional experience
1
1
Certification
Work History
Agency Manager
Gutierrez Family Agency/Allstate
11.2014 - Current
- Managed staff performance of staff by proactively addressing deficiencies and training weaknesses.
- Maintained personnel files and regularly conducted audits to verify accuracy of information.
- Maintained compliance with industry regulations by conducting regular audits of policies, procedures, and employee practices.
- Leveraged technology platforms for efficient management of client accounts, policy changes, claims processing, and billing inquiries.
- Optimized resource allocation by monitoring agent productivity levels and adjusting staffing as needed for maximum efficiency.
- Facilitated open communication channels within the agency environment that promoted collaboration towards shared goals among staff members.
- Analyzed sales data to identify trends and areas for improvement, leading to the implementation of successful action plans.
Sales Manager/Sales Agent
Allstate Beverly Fleming Agency
05.1988 - 11.2014
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
- Developed comprehensive product knowledge, enabling tailored solutions for clients'' specific needs.
Education
Associate of Arts - Business Administration
Ivy Tech Community College of Indiana
Hammond05-1992
High School Diploma -
Roosevelt High School
East Chicago, IN 4631206-1977
Skills
- Relationship building
- Operations management
- Staff training
- Sales growth
- Staff development
- Performance analysis
- Agency operations
Certification
State of Indiana P&C Insurance License, State of Illinois P&C Insurance License
Indiana/Illinois Life License
Languages
Spanish
Limited Working
Timeline
Agency Manager
Gutierrez Family Agency/Allstate
11.2014 - Current
Sales Manager/Sales Agent
Allstate Beverly Fleming Agency
05.1988 - 11.2014
State of Indiana P&C Insurance License, State of Illinois P&C Insurance License
Indiana/Illinois Life License
Associate of Arts - Business Administration
Ivy Tech Community College of Indiana
High School Diploma -
Roosevelt High School
Similar Profiles
Tiffany SprouseTiffany Sprouse
Office Manager at Gutierrez Family AgencyOffice Manager at Gutierrez Family Agency
Claudio MarroquinClaudio Marroquin
Project Manager at Gutierrez Customs AgencyProject Manager at Gutierrez Customs Agency
Hannah JohnsonHannah Johnson
Full-time Nanny at Gutierrez FamilyFull-time Nanny at Gutierrez Family