Michelle Moreno
Life Insurance / Adjustor / Passport Agent
NEW BRAUNFELS,TX
Summary
Detail-oriented Insurance Sales Agent aiming to leverage 4 years of team development and client retention support growth and client satisfaction. Excellent history of increasing revenue while protecting client assets by delivering individualized policy and product recommendations.
Overview
35
35
years of professional experience
10
10
years of post-secondary education
2
2
Certifications
Work History
Life Insurance Agent
National Alliance Agent
San Antonio, TX
09.2017 - Current
- Provided coverage option information to assist clients in protecting assets.
- Maintained high standards of customer service by building relationships with clients.
- Promoted products and services using upselling and other sales strategies.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Obtained underwriting approval by completing application for coverage.
- Explained advantages, features and disadvantages of various policies to promote sale of plans, boosting overall sales [Number]%.
- Utilized targeted email campaigns and cold calling to increase revenue.
- Met with customers to provide information about available products and policies.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Calculated premiums and established payment methods for sales.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Collected premiums on or before effective date of coverage.
- Finalized sales and collected necessary deposits.
- Collected, analyzed and validated agency commissions.
- Conducted annual reviews of existing policies to update information.
Sales Service Representative / Passport Agent
United Postal Service
New Braunfels, TX
10.1995 - Current
- Handled sales paperwork and payments with high degree of accuracy to minimize recordkeeping errors.
- Kept senior managers informed about sales activities, current inventory and other metrics via timely reports.
- Cross-sold and upsold products to customers based on solid understanding of current and forecasted needs.
- Navigated multiple computer systems expertly to handle customers' sales and service needs.
- Answered in-depth questions about company offerings, service policies and benefits of each plan.
- Offered knowledgeable insight into available products and services as well as competitor activities to help consumers make informed decisions.
- Troubleshot sales and service operations to increase profitability and bring positive organizational change.
- Researched client requests to create best possible solutions for diverse needs.
Receptionist
Armand's Hair Salon
Harlingen, TX
04.1993 - 10.1995
- Confirmed appointments, communicated with clients and updated client records.
- Answered central telephone system and directed calls accordingly.
- Managed multiple tasks and met time-sensitive deadlines.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Kept reception area clean and neat to give visitors positive first impression.
- Responded to inquiries from callers seeking information.
- Resolved customer problems and complaints.
- Restocked supplies and submitted purchase orders to maintain stock levels.
- Provided clerical support to company employees by copying, faxing and filing documents.
Education
GED -
Harlingen High School
Harlingen, TX 05.1990 - 06.1990
Associate of Applied Science - Nursing
Texas State Technical College - Harlingen
Harlingen, TX 01.1993 - 10.1995
Associate of Science - Accounting
Western University Online
Online 01.2003 - 01.2005
Real Estate
Van Ed
Online 10.2017 - Current
Skills
Life insurance
Certification
General Lines agent life, health, accident, and hmo
Timeline
General Lines agent life, health, accident, and hmo
10-2018
Adjustor all lines
10-2018
Real Estate
Van Ed
10.2017 - Current
Life Insurance Agent
National Alliance Agent
09.2017 - Current
Associate of Science - Accounting
Western University Online
01.2003 - 01.2005
Sales Service Representative / Passport Agent
United Postal Service
10.1995 - Current
Receptionist
Armand's Hair Salon
04.1993 - 10.1995
Associate of Applied Science - Nursing
Texas State Technical College - Harlingen
01.1993 - 10.1995
GED -
Harlingen High School
05.1990 - 06.1990
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