Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Meranda Padilla

Santa Fe,NM

Summary

Professional insurance specialist with track record of delivering client-focused solutions and driving positive outcomes. Adept at navigating complex policies, risk assessment, and customer relationship management. Strong team collaborator, adaptable to changing needs, and consistently reliable in achieving organizational goals. Skilled in sales strategies, policy analysis, and client advisory services.

Overview

9
9
years of professional experience

Work History

Insurance Agent

George Gandy Insurance
06.2022 - Current
  • Developed comprehensive insurance policies tailored to client needs.
  • Exceeded corporate quotas for monthly policy sales.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Finalized sales and collected necessary deposits.
  • Conducted regular follow-ups with clients to maintain service satisfaction.
  • Developed strong relationships with clients, fostering trust and loyalty while promoting long-term business growth.
  • Increased customer satisfaction by providing personalized auto insurance solutions tailored to individual needs.
  • Met with prospective clients to discuss insurance needs and provide solutions.
  • Managed client inquiries to provide tailored auto insurance solutions.
  • Developed educational materials for clients on policy benefits and claims processes.
  • Followed up promptly with interested clients to close sales.
  • Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Developed sales strategies to increase sales of insurance policies.
  • Calculated premiums and established payment methods for sales.
  • Met with customers to provide information about available products and policies.

Registration Receptionist

CHRISTUS St. Vincent Regional Medical Center
01.2016 - Current
  • Managed patient registration processes to ensure accurate data collection and compliance with health regulations.
  • Assisted patients in completing necessary forms, enhancing overall patient experience and satisfaction.
  • Coordinated appointment scheduling through electronic health record systems, streamlining office operations.
  • Supported front desk operations by answering incoming calls and directing inquiries to appropriate departments.
  • Created a welcoming atmosphere for incoming patients by maintaining cleanliness throughout the waiting area and front desk spaces.
  • Managed high call volume while maintaining a courteous demeanor, addressing inquiries regarding appointments, billing, and general information.
  • Ensured patient confidentiality by strictly adhering to HIPAA guidelines during all interactions with patients'' personal information.

Education

High School Diploma -

Aztec Home Schooling
4801 Lang Ave Ne Unit 110
05-2012

Skills

  • Customer service
  • Licensed insurance agent
  • Professionalism and ethics
  • Quotes and sales
  • Customer follow-up
  • Account management
  • Policy renewals
  • Client account management
  • Email marketing
  • Data entry
  • Policy changes
  • Customer complaint resolution
  • Customer engagement
  • Policy writing
  • Cold calling

Languages

Spanish
Full Professional

Timeline

Insurance Agent

George Gandy Insurance
06.2022 - Current

Registration Receptionist

CHRISTUS St. Vincent Regional Medical Center
01.2016 - Current

High School Diploma -

Aztec Home Schooling

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