Martin Lopez
Tucson,AZ
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.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Sales Associate
Orange Theory
Tucson, AZ
05.2023 - Current
- Demonstrated product features and benefits for customers' needs.
- Greeted customers and provided exceptional customer service.
- Provided accurate information about products, prices and services.
- Developed promotional strategies to increase sales volume.
- Developed trusting relationships with customers by making personal connections.
Insurance Agent
GEICO
Tucson, AZ
08.2012 - Current
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- 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.
- Maintained accurate records of all insurance transactions using computer software systems.
- Assessed customer risk levels and recommended appropriate coverage options.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
Education
High School Diploma -
Tucson High School
Tucson, AZ05-2009
Skills
- Policy Renewals
- Customer Service
- Policy Knowledge
- Policy adjustment knowledge
- Licensed Insurance Agent
- Property and Casualty License
- Life Insurance License
Certification
- Property and Casualty
- Life Insurance
Timeline
Sales Associate
Orange Theory
05.2023 - Current
Insurance Agent
GEICO
08.2012 - Current
High School Diploma -
Tucson High School