Summary
Overview
Work History
Education
Skills
Work Availability
Timeline
Hi, I’m

Mary Abbasi

CSR-Customer Sales Representative
Fountain Valley,CA
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Mary Abbasi

Summary

Qualified Insurance Agent with highly goal-oriented nature and proficiency in meeting and exceeding established goals and objectives related to training, selling, education and client relations.

Driven and energetic Insurance Agent with years of experience in real estate. Skilled at building productive working relationships with agents, lenders, appraisers, title companies, surveyors and attorneys to facilitate sales and satisfy clients.

Motivated Real Estate Agent dedicated to giving clients first-class professional service and honest advice to enable sound financial decision-making in sales and purchases of real estate. Personable and ethical professional with years of comprehensive experience buying and selling properties on behalf of clients. Versed in contract negotiation, contract management and prospecting.

Responsible and motivated student ready to apply education in the workplace. Offers excellent technical abilities with software and applications, ability to handle challenging work, and excellent time management skills.

Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.

Overview

1
year of professional experience

Work History

Reaz Realty Group
Orange, CA

Real Estate Agent
12.2022 - Current

Job overview

  • Acquired new customers, counseled clients and identified purchasing needs to deliver relevant real estate investments.
  • Maintained current and accurate CRM database of prospective customers.
  • Networked with industry contacts to expand knowledge of real estate markets and best practices.
  • Generated lists of properties compatible with buyers' needs and financial resources.
  • Participated in community outreach programs to promote services offered by the company.
  • Managed real estate transactions from initiation to closing.
  • Ensured all transactions followed state laws regarding real estate practices.
  • Presented properties to potential buyers to address questions or concerns.
  • Planned and coordinated open house events to move properties.
  • Organized promotional materials used in sales presentations.
  • Enhanced customer satisfaction ratings by effectively and swiftly resolving issues.

Independant
Fountain Valley, CA

INDEPENDENT INSURANCE AGENT
12.2022 - Current

Job overview

  • Achieved repeat business and referrals through personalized services.
  • Sought out new clients and developed clientele by networking to find new customers.
  • Counseled prospects and policyholders on coverage, limits and regulations.
  • Leveraged industry trends to shape solutions and approaches.
  • Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
  • Negotiated with underwriters on behalf of customers to secure competitive rates.
  • Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services and best practices.
  • Responded promptly and effectively to all customer inquiries regarding billing statements or policy updates.
  • Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
  • Attended industry conferences and seminars to stay abreast of current trends in the industry.
  • Worked collaboratively with colleagues from different departments such as marketing, finance, in order to develop new strategies for selling products.
  • Actively marketed various types of insurance products to potential new customers.
  • Developed appropriate quotes based on risk information.
  • Assisted management team in developing training materials related to product knowledge or sales techniques.
  • Analyzed data from multiple sources such as market surveys, competitor analysis reports, to identify opportunities for growth within the company's portfolio of products.
  • Built strong relationships with external vendors such as brokers or insurers in order to negotiate better deals for clients.
  • Interviewed prospective clients to obtain data about financial resources and needs.
  • Prepared proposals and conducted closing interviews to increase insurance sales.
  • Contacted underwriters and submitted forms to obtain binder coverage.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Greatly improved office operations by reducing backtracking of work through creation of material movement process.
  • Maintained accurate records of client information including contact details, policy numbers, premium payments, claims history.
  • Conducted regular reviews with customers to ensure their coverage is still meeting their needs.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Explained complex insurance policies in a simple and understandable manner for clients.
  • Researched insurance plans to find good options for clients' needs.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Prepared and delivered sales presentations.
  • Networked with industry contacts to expand knowledge of real estate markets and best practices.
  • Generated lists of properties compatible with buyers' needs and financial resources.
  • Maintained updated knowledge of local real estate markets.

Education

Farmers Insurance
Orange, CA

Health & Life License from Health And Life
12.2022

Mike Russ Training School
Woodland Hills, CA

Property & Casualty LICENSE from Property & Casualty LICENSE
09.2022

Allied Schools
Laguna Hills, CA

REAL ESTATE LICENSE from Real Estate
02-2019

AZAD UNIVERSITY OF SHIRAZ
IRAN

Bachelor of Arts from ENGLISH TRANSLATION
06-2001

Skills

  • Client Needs Assessment
  • Real Estate Development
  • Recruiting Clients
  • Contract Negotiation
  • Lender Relations
  • Real Estate Law
  • Market Monitoring
  • Lead Follow up
  • Buyers' Agent
  • Property Assessments
  • Negotiations Expert
  • Traditional Marketing
  • Social Media Marketing
  • CA Licensed Real Estate Agent
  • National Association of Realtors
  • Client Management
  • Policy renewals
  • Client needs analysis
  • Quotes and sales
  • Quote information
  • Auto insurance
  • Property insurance
  • Knowledgeable in CMS
  • Problem-Solving
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Timeline

Real Estate Agent

Reaz Realty Group
12.2022 - Current

INDEPENDENT INSURANCE AGENT

Independant
12.2022 - Current

Farmers Insurance

Health & Life License from Health And Life

Mike Russ Training School

Property & Casualty LICENSE from Property & Casualty LICENSE

Allied Schools

REAL ESTATE LICENSE from Real Estate

AZAD UNIVERSITY OF SHIRAZ

Bachelor of Arts from ENGLISH TRANSLATION
Mary AbbasiCSR-Customer Sales Representative