Michelle Guzman
Insurance Agent
Lake Worth
Summary
Dynamic insurance professional with a proven track record at Insurance Express, excelling in client relations and policy renewals. Adept at generating tailored quotes and fostering customer loyalty through exceptional service. Skilled in upselling and implementing effective sales strategies, consistently achieving high retention rates and exceeding sales targets.
Overview
6
6
years of professional experience
1
1
Certification
2
2
Languages
Work History
Insurance Agent
Insurance Express
05.2024 - Current
- Maintained high standards of customer service by building relationships with clients.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Developed strong relationships with clients through consistent communication and exceptional customer service.
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Generated quotes and proposals for clients to match individual needs.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Negotiated contracts with clients to establish best coverage with lowest cost.
Insurance Sales Agent
Freeway Insurance
05.2022 - 04.2024
- Contributed to agency success by consistently meeting or exceeding monthly sales targets.
- Expanded client base by generating referrals from satisfied customers and networking within the community.
- Boosted productivity by implementing innovative sales techniques that aligned with client preferences and values.
- Developed sales strategies to increase sales of insurance policies.
- Followed up promptly with interested clients to close sales.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Maintained high retention rates by addressing client concerns promptly and offering suitable policy adjustments as needed.
Front Desk Receptionist
The Lane Spa
05.2020 - 04.2022
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Collected room deposits, fees, and payments.
- Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
- Handled sensitive customer information with confidentiality, adhering to company privacy guidelines.
- Expedited check-in and check-out procedures for guests, ensuring seamless experiences during their visits.
- Resolved customer issues quickly and notified supervisor immediately when problems escalated.
- Completed all tasks in compliance with company policies and procedures.
Education
Associate of Science -
Palm Beach State College
Lake Worth, FL 05.2001 -
Skills
Customer service
Customer follow-up
Client relations
Leads prospecting
Policy renewals
Client retention
Account management
Health insurance
Policy writing
Quotes and sales
Upselling
Licensed insurance agent
Cold calling
Insurance sales strategy
Certification
440 License
Timeline
Insurance Agent
Insurance Express
05.2024 - Current
Insurance Sales Agent
Freeway Insurance
05.2022 - 04.2024
Front Desk Receptionist
The Lane Spa
05.2020 - 04.2022
440 License
05-2017
Associate of Science -
Palm Beach State College
05.2001 -