Mark Ayon
Clovis
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 all policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.
Overview
45
45
years of professional experience
1
1
Certification
Work History
Insurance Agent
Alejandra Rodriguez Ins. DBA Geico Insurance
Fresno, CA
04.2022 - 07.2023
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Provided customers with information regarding plan features, pricing, and availability.
Insurance Broker
Burns & Whitaker Insurance Services
Fresno
05.2017 - 10.2020
- Interviewed prospective clients to learn about financial needs and discuss existing coverage.
- Served as a point of contact for customers throughout the life cycle of their policies.
- Promoted client retention through high-quality service and follow through.
Insurance Consultant
AAA California, Nevada & Utah
05.2008 - 07.2017
- Analyzed clients' financial positions, liabilities and assets to determine appropriate coverage levels.
- Advised clients on the latest trends and developments in the insurance marketplace.
- Monitored renewal dates to ensure that policies are updated as required.
Loan Officer
Wells Fargo Home Mortgage
Madera, CA
09.2002 - 04.2008
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Developed and maintained relationships with potential customers to increase loan business.
- Delivered high levels of customer service to facilitate smooth processes.
Insurance Agent
Dashers Insurance Services
Fresno, CA
05.1997 - 09.2002
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Provided customers with information regarding plan features, pricing, and availability.
Retail Sales Associate
Fashion Footwear
Fresno, CA
06.1978 - 09.2002
- Performed cashier duties, such as ringing up sales, processing payments and issuing receipts.
- Greeted each customer and offered assistance in finding requested items, helping boost customer satisfaction and retention.
- Assisted customers with finding the right product for their needs.
Education
High School Diploma -
Herbert Hoover High School
Fresno, CA06-1978
Certification
Property & Casualty License
Life Insurance License
Medicare Certified License for 2024
Accomplishments
- Salesman of the Year 1997 to 2002
- Top Sales for 2022 to 2023
References
References available upon request.
Timeline
Insurance Agent
Alejandra Rodriguez Ins. DBA Geico Insurance
04.2022 - 07.2023
Insurance Broker
Burns & Whitaker Insurance Services
05.2017 - 10.2020
Insurance Consultant
AAA California, Nevada & Utah
05.2008 - 07.2017
Loan Officer
Wells Fargo Home Mortgage
09.2002 - 04.2008
Insurance Agent
Dashers Insurance Services
05.1997 - 09.2002
Retail Sales Associate
Fashion Footwear
06.1978 - 09.2002
High School Diploma -
Herbert Hoover High School
Property & Casualty License
Life Insurance License
Medicare Certified License for 2024
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