Mauricio Lopez
Indianapolis
Summary
Insurance industry professional experienced in marketing and sales of multiple lines of insurance and insurance claims services. Energetic and enthusiastic with demonstrated success in fast-paced and deadline driven environments. Collects and analyzes data, provide cost-effective solutions and meet the needs of clients by recommending suitable insurance products to provide financial security.
Bilingual sales representative Offering years of exceeding customer expectations while selling automobiles. Boosted sales and dealership growth by meeting challenging sales goals using proven customer service and sales techniques. Strong knowledge of local, state and federal laws regarding retail automotive sales.
Overview
8
8
years of professional experience
Work History
Life Insurance Sales Agent
The Wendy agency
Indianapolis
01.2023 - Current
- Conducted regular reviews of existing policies, identified gaps in coverage, and offered solutions.
- Coordinated with underwriters and actuaries to ensure timely processing of applications.
- Identified cross-selling opportunities by analyzing customer portfolios.
- Advised clients on how they can maximize returns from their investments in life insurance policies.
- Participated in team meetings to discuss strategies for meeting organizational objectives.
- Performed market research activities for identifying new leads for potential customers.
- Created customer profiles and analyzed their needs to recommend appropriate life insurance products.
- Provided training sessions on product features, pricing structures, and competitive analysis.
Resident Care Partner
Deerfield crossing Assisted Living
Palatine
02.2022 - 01.2023
- Encouraged social interaction among residents as appropriate for their level of functioning.
- Maintained a clean and safe environment for residents by following infection control policies.
- Collaborated with nursing staff to develop individualized resident care plans.
- Assisted with admission assessments for new residents upon arrival at the facility.
- Conducted rounds throughout the day and night shift to ensure that all patients were safe and comfortable.
- Reported any changes in resident behavior or health status to the nursing staff immediately.
- Responded promptly to resident needs, including emotional support and physical care.
- Provided assistance to residents with daily activities, such as dressing and bathing.
- Encouraged independence among residents through positive reinforcement of desired behaviors.
Bilingual Automotive Sales Representative
Ed Morse Automotive Group
Indianapolis
03.2020 - 01.2022
- Identified customer needs and provided information about products and services.
- Provided quotes to customers on different vehicles, financing options, warranties.
- Negotiated prices with customers to ensure maximum profitability for dealership.
- Kept records of customer interactions and transactions, recording details of inquiries, complaints, comments or actions taken.
- Developed relationships with existing clients in order to increase repeat business opportunities.
- Contacted previous customers via telephone or email to follow up on satisfaction levels.
- Assisted customers in selecting the right product according to their needs and budget.
- Conducted test drives with customers to demonstrate vehicle performance and features.
- Used my ability to speak Spanish to assist Spanish speaking customers to close sales.
- Answered incoming calls from customers and provided assistance with product inquiries, billing questions, and other customer service related issues.
- Performed follow-up calls as necessary to ensure satisfactory resolution of customer inquiries.
- Updated customer accounts, addresses and contact information within call management databases.
Financial Advisor
Northwestern Mutual
Carmel
01.2017 - 02.2020
- Developed financial plans and strategies tailored to clients' individual needs.
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
- Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
- Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Responded promptly to customer inquiries regarding their accounts or other services offered by the firm.
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
Education
Bachelor of Science - Accounting And Finance
Indiana University - Purdue University Fort Wayne
Fort Wayne, IN05-2023
Skills
- Goal-Oriented
- Cold-calling
- Sales strategy development
- Persuasive Speaking
- Vehicle financing
- Leasing knowledge
- Capable problem solver and critical thinker
- Strong negotiation skills
- Sales and Marketing
- Bilingual English and Spanish
- Excellent communication
- Providing customer support
- Customer service improvement
- Account Services
Timeline
Life Insurance Sales Agent
The Wendy agency
01.2023 - Current
Resident Care Partner
Deerfield crossing Assisted Living
02.2022 - 01.2023
Bilingual Automotive Sales Representative
Ed Morse Automotive Group
03.2020 - 01.2022
Financial Advisor
Northwestern Mutual
01.2017 - 02.2020
Bachelor of Science - Accounting And Finance
Indiana University - Purdue University Fort Wayne