MIGUEL PEREZ
Redlands,USA
Summary
Experienced P&C licensed insurance professional with 10+ years in sales, underwriting support, and client service. Proven ability to lead by example, support team performance, and maintain high-quality standards through coaching, QA review, and process improvement. Recognized for supervisory strengths, strong communication skills, and the ability to manage high-volume workflows with accuracy and professionalism.
Overview
11
11
years of professional experience
Work History
Account Manager I
USAA Insurance Agency
, USA
09.2023 - Current
- Provide guidance to members on property insurance products in the state of california.
- Ensure compliance with regulatory standards while managing service workflows.
- Evaluate carriers and match risk profiles to appropriate products.
- Execute endorsements, policy updates, and documentation with accuracy.
- Track sales opportunities and contribute to process improvements.
- Support quality standards and help maintain team performance expectations.
- Look for potential gaps in coverage when speaking with members and provide insurance solutions for them.
Licensed Insurance Agent
SmartFinancial.com
04.2020 - 05.2023
- Identified customer needs and recommended best-fit retirement products.
- Conducted detailed lead screening to improve revenue quality.
- Exceeded sales expectations through strong closing and follow-up skills.
Licensed Insurance Agent
MPX Insurance
12.2019 - 03.2020
- Screened and qualified high-value prospects, increasing conversion rates.
- Supported agents through QA reviews, coaching, and policy compliance checks.
- Managed underwriting requests and policy servicing to ensure high retention.
- Handled heavy inbound/outbound call volume with 6+ hours average talk time.
- Provided customer education and drove consistent sales performance.
Licensed Insurance Agent
UniAmerica Insurance
03.2019 - 10.2019
- Delivered personalized coverage recommendations and service support.
- Managed payments, policy changes, and client questions with high satisfaction.
- Generated leads via outreach, city events, and local networking.
Junior Broker
Metals.com
09.2017 - 02.2019
- Conducted outbound prospecting using CRM-driven workflows.
- Qualified leads before transferring to senior brokers.
- Supported deal preparation, scheduling, and follow-up communication.
Licensed Insurance Agent
Divine Drive Insurance
01.2015 - 09.2017
- Built a long-term client base through referrals and community engagement.
- Conducted needs analyses and delivered financial/coverage presentations.
- Created long-term protection plans and maintained strong client relationships.
Education
In Progress - business data analytics
Purdue Global University
High School Diploma -
Bloomington High School
Skills
- Insurance Sales & Underwriting Support
- Supervisory Support & QA
- Team Leadership
- High-Volume Call Management
- Customer Retention
- Risk Evaluation
- CRM Systems (Salesforce, Close)
- Microsoft 365 & G-Suite
- Bilingual (English/Spanish)
Timeline
Account Manager I
USAA Insurance Agency
09.2023 - Current
Licensed Insurance Agent
SmartFinancial.com
04.2020 - 05.2023
Licensed Insurance Agent
MPX Insurance
12.2019 - 03.2020
Licensed Insurance Agent
UniAmerica Insurance
03.2019 - 10.2019
Junior Broker
Metals.com
09.2017 - 02.2019
Licensed Insurance Agent
Divine Drive Insurance
01.2015 - 09.2017
In Progress - business data analytics
Purdue Global University
High School Diploma -
Bloomington High School