Mariana Escobedo Lopez
Tulsa,OK
Summary
Dynamic insurance agent with a proven track record at Royal Insurance Agency, excelling in client needs analysis and relationship building. Expert in property and casualty insurance, I enhanced customer satisfaction and retention through effective communication and strategic policy recommendations, driving significant improvements in claims processing and operational efficiency.
Overview
5
5
years of professional experience
Work History
Insurance Agent
Royal Insurance Agency
05.2024 - 09.2025
- Developed comprehensive insurance policy recommendations for clients based on individual needs.
- Processed applications and claims efficiently, ensuring compliance with company standards.
- Built strong relationships with clients, enhancing customer satisfaction and retention rates.
- Conducted thorough risk assessments to identify coverage gaps and recommend solutions.
- Collaborated with underwriting team to streamline approval processes and improve turnaround times.
- Led workshops for clients on understanding policies, coverage options, and claims processes.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
Business Manager
Mexico, D.F. MX
01.2021 - 04.2024
- Developed strategic business plans to enhance operational efficiency and align with organizational goals.
- Led cross-functional teams to improve project outcomes and streamline processes across departments.
- Analyzed market trends to identify growth opportunities and inform decision-making strategies.
- Implemented performance metrics to evaluate team effectiveness and drive continuous improvement initiatives.
- Conducted regular assessments of business operations, recommending changes that resulted in improved workflows and cost reductions.
- Increased overall team productivity by fostering a positive work environment and providing effective leadership.
- Communicated with customers and vendors positively with particular attention to problem resolution.
- Negotiated contracts with suppliers and vendors, securing favorable terms for the company while maintaining strong relationships.
- Oversaw financial operations, maintaining accurate records and ensuring compliance with industry regulations.
- Assisted with hiring process and training of new employees.
- Drafted reports and documents to improve correspondence management, schedule coordination and recordkeeping.
- Created, managed, and executed business plan and communicated company vision and objectives to motivate teams.
- Streamlined business processes by implementing new project management tools and techniques.
- Coordinated team schedules to keep shifts properly staffed during busy periods.
Education
High School Diploma -
Emsad Cecytez
Zacatecas MxSkills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Client needs analysis
- Account management
- Negotiation
- Leads prospecting
- Business planning
- Insurance sales strategy
- Data entry
- Property and casualty insurance
- Customer billing
- Call center customer service
Languages
Spanish
Native or Bilingual
Timeline
Insurance Agent
Royal Insurance Agency
05.2024 - 09.2025
Business Manager
Mexico, D.F. MX
01.2021 - 04.2024
High School Diploma -
Emsad Cecytez