Mira Lopey
Dade City,FL
Summary
Accomplished Insurance Agent with a proven track record at HPOne/Ensurem, adept in client needs analysis and customer service. Excelled in building client relationships, exceeding sales quotas, and enhancing client retention through personalized insurance solutions. Skilled in health and life insurance sales, demonstrating exceptional professionalism and ethics. Achieved significant client satisfaction by leveraging critical thinking and policy knowledge.
Overview
5
5
years of professional experience
Work History
Insurance Agent
HPOne
02.2024 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Utilized CRM software to manage client relationships.
Insurance Agent
Ensurem
02.2019 - 02.2024
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Generated leads through cold-calling, networking and other outreach methods.
Education
Associate of Arts - Business Economics
Florida Agricultural And Mechanical University
Tallahassee, FL06.1997
High School Diploma -
PASCO HIGH
Dade City, FL06.1992
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Quotes and sales
- Policy Knowledge
- Client needs analysis
- Client Retention
- Upselling
- Health insurance
- Vision and dental insurance
- Critical Thinking
- Insurance Eligibility
- Customer Engagement
- Customer Account Review
- Life Insurance Sales
- Call Center Customer Service
- Health Insurance Sales
- Quality Assurance Requirements
Timeline
Insurance Agent
HPOne
02.2024 - Current
Insurance Agent
Ensurem
02.2019 - 02.2024
Associate of Arts - Business Economics
Florida Agricultural And Mechanical University
High School Diploma -
PASCO HIGH