Mario Molina
Merced,CA
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. Focused and dedicated insurance professional with 20 years of experience providing superior customer service and rates for Auto & Home policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.
Overview
11
11
years of professional experience
1
1
Certificate
Work History
Insurance Agent
AAA Insurance Company
Merced, CA
08.2013 - Current
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Provided customers with information regarding plan features, pricing, and availability.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Maintained accurate records of all insurance transactions using computer software systems.
- Participated in continuing education courses to stay current on industry trends and changes in regulations.
- Analyzed claims data to determine potential areas of improvement for policyholders' protection.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Negotiated contracts between insurers and insured parties in order to obtain favorable terms for both sides.
Education
High School Diploma -
Merced High School
Merced, CA06-1992
Skills
- Industry Regulations
- Professionalism and Ethics
- Client Retention
- Client Relations
- Account Management
- Customer Service
- Policy adjustment knowledge
- Licensed Insurance Agent
- Insurance Policy Sales
- Underwriter Selection
- Claims Information Gathering
- Property and Casualty Insurance
Languages
Spanish
Professional
Certification
- Holds an active Property and Casualty (P&C) Insurance License.
Timeline
Insurance Agent
AAA Insurance Company
08.2013 - Current
High School Diploma -
Merced High School