Mariela Parra
San Bernardino,CA
Summary
Experienced customer service professional with over 10 years of experience in the insurance industry, supported by a strong background in retail sales. Demonstrates clear and effective communication with customers, colleagues, and leadership at all levels. Consistently delivers professional, patient, and efficient service while meeting customer needs and fostering long term customer loyalty.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
Leslie Palcsik Agency
07.2025 - 12.2025
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Followed up promptly with interested clients to close sales.
- Generated quotes and proposals for clients to match individual needs.
- Developed sales strategies to increase sales of insurance policies.
- Generated leads through cold-calling, networking and other outreach methods.
- Educated clients on insurance policies and procedures.
Insurance Sales Agent
Meyling Marin Agency
11.2024 - 07.2025
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Followed up promptly with interested clients to close sales.
Insurance Sales Agent
Les Palcsik Agency
09.2019 - 12.2023
- Met with customers to provide information about available products and policies.
- Analyzed risk factors to recommend appropriate coverage levels.
- Analyzed customer needs to provide customized insurance solutions.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Insurance Sales Agent
Amana Insurance Agency (Allstate)
02.2018 - 03.2019
- Negotiated contracts with clients to establish best coverage with lowest cost.
- Negotiated contracts and terms of sale with potential customers.
- Analyzed customer needs to provide customized insurance solutions.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Analyzed risk factors to recommend appropriate coverage levels.
Insurance Sales Representative
Just Auto Insurance
10.2016 - 11.2017
- Reviewed customer needs and financial means to determine appropriate policy offerings.
- Maintained detailed records of customer information and policy sales.
- Connected with prospective clients to set appointments.
- Stayed in touch with clients to assess changing demands and offer new solutions.
Operations Manager
WeRoof
04.2016 - 09.2016
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Developed and implemented strategies to maximize customer satisfaction.
Manager
20/20 Mobile
02.2012 - 04.2016
- Providing great customer service to clients while making sales.
- Activating phones and programming to the customers satisfaction.
- Meeting store goals. Managing a call center and calling clients making sure they were satisfied with the service of the company.
- Cross-trained existing employees to maximize team agility and performance.
- Managed and motivated employees to be productive and engaged in work.
- Maximized performance by monitoring daily activities and mentoring team members.
Education
Diploma -
Sierra High School
San Bernardino, CA06.2009
Skills
- Bilingual
- Leadership
- Communication skills
- Customer service
- Training & Development
- Customer retention
- Cold calling
- Insurance sales
- Lead prospecting
- Policy management expertise
- Team training and development
- Management Experience
Certification
- Personal Lines License, 2017
- Property & Casualty License, 2019
- Life Health & Accident, 2025
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Insurance Sales Agent
Leslie Palcsik Agency
07.2025 - 12.2025
Insurance Sales Agent
Meyling Marin Agency
11.2024 - 07.2025
Insurance Sales Agent
Les Palcsik Agency
09.2019 - 12.2023
Insurance Sales Agent
Amana Insurance Agency (Allstate)
02.2018 - 03.2019
Insurance Sales Representative
Just Auto Insurance
10.2016 - 11.2017
Operations Manager
WeRoof
04.2016 - 09.2016
Manager
20/20 Mobile
02.2012 - 04.2016
Diploma -
Sierra High School