MIRIAM RAMIREZ
Franklin Park,IL
Summary
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
8
8
years of professional experience
Work History
Insurance Producer
RICHARD M. FEENEY INS. AGENCY INC.
02.2016 - Current
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Participated in ongoing professional development opportunities to maintain licensure and stay abreast of industry advancements.
- Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments.
- Streamlined the application process for clients, simplifying paperwork and reducing wait times for approval.
- Educated clients on complex insurance concepts using clear language, increasing comprehension levels.
- Managed a high volume of daily tasks while maintaining a focus on providing quality customer service.
- Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
- Developed strong relationships with clients, fostering trust and loyalty for long-term business growth.
- Organized office paperwork efficiently, resulting in easier access to important documents when needed.
- Improved cross-selling strategy by analyzing existing client portfolios for potential upsell opportunities.
- Assisted colleagues in closing deals by sharing best practices for successful sales consultations.
- Boosted policy sales through effective communication of product benefits and features.
- Provided detailed information about company insurance products.
- Set up policies and completed all documentation.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Finalized sales and collected necessary deposits.
- Educated clients on insurance policies and procedures.
- Analyzed risk factors to recommend appropriate coverage levels.
- Met with customers to provide information about available products and policies.
Education
Associate of Science - Electrocardiogram Technology
Northwestern College
Bedford Park, IL06.2010
Associate of Science - Medical Assisting
Northwestern College
Bedford Park, IL06.2008
Skills
- Licensed in Illinois
- Claims Handling
- Relationship Building
- Spanish Fluency
- Policy analysis
- Insurance product knowledge
- Client Relations
- Customer Service
- Customer follow-up
- Account Management
- Policy Renewals
- Policy Knowledge
- Operations Management
- Client needs analysis
- New Client Acquisition
- Auto insurance
- Policy writing
- Client Account Management
- Upselling
- Policyholder Communication
- Customer Engagement
- HIPAA Compliance
- Multitasking
- Decision-Making
- Administrative Functions
- Reliability
- Data Entry
- Problem-solving abilities
- Customer Complaint Resolution
- Insurance Eligibility
- Team Collaboration
- New Agent Training
- Written Communication
- Team building
- Time Management
- Multitasking Abilities
- Licensing Requirements
- Analytical Thinking
- Property insurance
Timeline
Insurance Producer
RICHARD M. FEENEY INS. AGENCY INC.
02.2016 - Current
Associate of Science - Electrocardiogram Technology
Northwestern College
Associate of Science - Medical Assisting
Northwestern College
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