MELISSA GARCIA
San Ysidro,CA
Summary
Accomplished Insurance Agent and Co-Owner at STATES INSURANCE SERVICES, adept in client assessment and negotiation, significantly enhancing customer satisfaction and retention. Demonstrated professionalism and ethics while ensuring compliance with industry regulations at AAA Colorado. Proven track record in upselling and customer follow-up, driving substantial revenue growth.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Insurance Agent/Co-Owner
STATES INSURANCE SERVICES
SAN DIEGO, CA
02.2022 - Current
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Provided customers with information regarding plan features, pricing, and availability.
- Maintained accurate records of all insurance transactions using computer software systems.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Insurance Agent
AAA Colorado
San Diego
03.2018 - 02.2022
- Explained coverage options to potential policyholders, answering questions or concerns.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Responded to customer inquiries and problems to promote great service.
Lead Sales Associate
Sprint
San Diego
03.2011 - 05.2016
- Identified opportunities for process improvements within the sales department.
- Maintained well-stocked and organized sales floor with latest merchandise to drive sustained sales revenue.
- Engaged casual shoppers to provide information about featured products and recommend merchandise, driving sales opportunities.
- Participated in regular staff meetings to discuss ideas for promotions or special events.
- Supervised a team of sales associates on daily tasks and operations.
- Assisted with the training of new sales associates.
Cashier
Vons
San Diego
03.2007 - 06.2012
- Scanned items and checked pricing on cash register for accuracy.
- Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
- Maintained cleanliness of checkout area including countertops, registers, windowsills and floors.
- Welcomed customers, offering assistance to help find store items.
Skills
- Client assessment
- Customer follow-up
- Negotiation
- Industry regulations
- Professionalism and ethics
- Upselling
Certification
- PERSONAL LINES
Languages
Spanish
Professional
Timeline
Insurance Agent/Co-Owner
STATES INSURANCE SERVICES
02.2022 - Current
Insurance Agent
AAA Colorado
03.2018 - 02.2022
Lead Sales Associate
Sprint
03.2011 - 05.2016
Cashier
Vons
03.2007 - 06.2012
- PERSONAL LINES
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