Mary L Garcia
New Iberia,LA
Summary
Motivated Insurance Agent with over 8 years + of experience in Insurance, Vehicle Registration and Customer Service. Seeking a full-time position where knowledge and expertise can be utilized to grow in the insurance field.
Overview
9
9
years of professional experience
1
1
Certificate
Work History
Insurance Agent
Lara Insurance Agency
Wilmington , CA
08.2015 - 08.2022
- Met with customers to provide information about available products and policies, listened carefully to match their needs with solutions and ensure customer satisfaction
- Follow up thru appointments and ensure information is up to date with Department of Motor Vehicle
- Offer and process various types of transactions for client (Insurance, Vehicle Registration etc.)
- Conduct weekly calls to follow up on upcoming payments, pending cancellations, renewals, underwriting pending etc.
- Oversee multiple offices productivity and offer office support (remotely or in person)
- Always stay informed and up to date on any updates/changes with Department of Insurance and Department of Motor Vehicle
- Receive and Complete additional Training/Certification in Underwriting, Insurance or Vehicle Registration
- Worked with sales team to collaboratively reach targets and company goals, consistently meeting remotely or in person
- Additional Office clerical duties, such as email, memos, zoom meetings, fax, scanning, multiple line phone answering, DocuSign document review etc.
Insurance Agent
Academy Insurance Agency
Hawthorne , CA
05.2011 - 03.2013
- Met with customers to provide information about available products and policies, listened carefully to match their needs with solutions
- Established long term relationships with clients and always ensure their satisfaction
- Follow up thru appointments and ensure information is up to date with Department of Motor Vehicle
- Offer and performed various types of transactions for client (Insurance, Vehicle Registration etc.)
- Conduct weekly calls to follow up on upcoming payments, pending cancellations, renewals, underwriting pending etc.
- Oversee multiple offices productivity and offer office support (remotely or in person)
Education
Some College (No Degree) - Business Administration
University of Phoenix
Gardena, CASome College (No Degree) - Business Administration And Management
Westwood College - Long Beach
Torrance, CAHigh School Diploma -
Animo Leadership Charter
Inglewood06.2007
Skills
- Organized, and detail oriented
- Ability to multitask priorities
- Knowledgeable in various software programs such as Excel, Microsoft, PowerPoint, AVRS, FSC Rater, Turbo Rater, Sentry, DocuSign etc
- Bilingual English/Spanish
- Dependable and self-disciplined
- Knowledge in various Department of Motor Vehicle transactions (Registration Renewals, Transfer Titles, Out of State Transfers, Release of Liability
Certification
- California Licensed Insurance Agent -2012 to Present
- Currently working on becoming license in state of Louisiana
- California Live scan Fingerprinting Certification - 5 years
- California Certified Department of Motor Vehicle Registration Services - 7 years
Additional Information
12+ years of experience in Customer Service
10 years as a CA Licensed Insurance Agent, 7 years as CA DMV Registration Certified
(Please note: In process of becoming licensed to transact Insurance in state of Louisiana)
7 years CA Fingerprinting Certified, Bilingual (English/ Spanish)
Timeline
Insurance Agent
Lara Insurance Agency
08.2015 - 08.2022
Insurance Agent
Academy Insurance Agency
05.2011 - 03.2013
Some College (No Degree) - Business Administration
University of Phoenix
Some College (No Degree) - Business Administration And Management
Westwood College - Long Beach
High School Diploma -
Animo Leadership Charter