Miriam Gonzalez
Stockton,CA
Summary
Insightful Insurance Sales Agent bringing 5 years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement. Detail-oriented Insurance Sales Agent aiming to leverage 5 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. Esteemed Life Insurance Agent with excellent sales and communication skills. Enhanced abilities in processing claims quickly and providing friendly service. Offers working knowledge of state coverage requirements and limitations.
Overview
4
4
years of professional experience
1
1
Certificate
Work History
Agent
New York Life Insurance Co
Stockton, CA
01.2019 - 12.2021
- Informed clients of policies and procedures.
- Resolved caller issues quickly and thoroughly.
- Obtained client information by answering telephone calls.
- Advised customers about new products and assisted customers in determining best product for needs.
- Quoted prices and credit terms to prepare sales contracts.
- Assisted callers to achieve organizational goals.
- Organized and coordinated meetings and conference calls with various individuals.
- Compiled lists of potential clients to develop and expand book of business.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
Agent
American Income Life Insurance Company
Concord, CA
01.2018 - 01.2019
- Informed clients of policies and procedures.
- Resolved caller issues quickly and thoroughly.
- Obtained client information by answering telephone calls.
- Advised customers about new products and assisted customers in determining best product for there needs.
- Quoted prices and credit terms to prepare sales contracts.
- Collaborated with other Agents team members to resolve issues and identify appropriate issues for escalation.
- Assisted callers to achieve organizational goals.
- Organized and coordinated meetings and conference calls with various individuals.
Education
High School Diploma -
Tracy High School
Tracy, CAAccidental And Health Agent Life Agent - Life And Health Agent
Quick Learning School
Concord, CA01.2018
Skills
- Professional Networking
- Personnel Recruitment
- Marketing Management
- Conflict Resolution
- Contract Negotiation
- Time Management
- Career Growth Strategy Development
- Financial Document Preparation
- Privacy and Confidentiality
- Agent Support
- Special Events Organization
- Client Interviews
- Appearance Scheduling
Certification
- Licensed In California Accident and Health Agent also Life Agent #0M30817
- Certified AHIP
Languages
Spanish
Full Professional
Timeline
Agent
New York Life Insurance Co
01.2019 - 12.2021
Agent
American Income Life Insurance Company
01.2018 - 01.2019
High School Diploma -
Tracy High School
Accidental And Health Agent Life Agent - Life And Health Agent
Quick Learning School
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