Dedicated insurance sales agent with strong customer service and negotiation skills. Experienced in educating clients on policy benefits and managing relationships to enhance customer retention.
Results-driven insurance sales agent with a proven track record in account management and exceptional customer service. Skilled in educating clients about coverage options while consistently exceeding sales targets, fostering long-term relationships that drive retention and satisfaction.
Work History
Insurance Sales Agent
5 Months
Norma Mendoza Agency | 07.2025 - 12.2025
Assisted clients in selecting appropriate insurance policies based on individual needs.
Educated customers on policy benefits and coverage options to enhance understanding.
Processed policy applications efficiently, ensuring accuracy and compliance with regulations.
Provided exceptional customer service to address inquiries and resolve issues promptly.
Conducted market research to identify potential leads and expand client base.
Utilized CRM software to track client interactions and manage follow-up communications effectively.
Insurance Sales Agent
2 Years 3 Months
Finders Insurance Group | 06.2021 - 09.2023
Collaborated with team members to streamline sales processes and improve operational efficiency.
Maintained up-to-date knowledge of industry trends and product offerings for informed consultations.
Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
Developed strong relationships with clients through consistent communication and exceptional customer service.
Generated quotes and proposals for clients to match individual needs.
Contributed to agency success by consistently meeting or exceeding monthly sales targets.
Life Insurance Agent
1 Year 2 Months
Primerica | 03.2020 - 05.2021
Developed and implemented personalized insurance plans for diverse client needs.
Educated clients on policy benefits, enhancing understanding and satisfaction.
Conducted comprehensive financial assessments to identify optimal coverage options.
Managed client relationships through consistent follow-ups and service excellence.
Crafted clear, informative reports to explain life insurance policy features and benefits.
Deli Clerk
6 Months
WinCo Foods | 09.2019 - 03.2020
Ensured product freshness by regularly checking and rotating deli items.
Assisted customers with selection and provided knowledgeable recommendations on products.
Operated slicers, scales, and other equipment to prepare deli products efficiently.
Maintained cleanliness and organization of the deli counter and surrounding areas.
Greeted customers at counter to fulfill requests and answer questions.
Cleaned and sanitized dishes and utensils, consistently keeping adequate supplies on hand for expected customer loads.