Molly Moncivais
Houston,TX
Summary
Creative professional with extensive project experience from concept to development. Talents include Sales Agent, Cashier, Outreach marketing, and Customer Service.
Results-driven professional with significant expertise in client management and contract negotiation. Possesses track record of securing favorable agreements and streamlining processes. Known for fostering team collaboration and maintaining flexibility to meet evolving demands.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Agent/District Floater/ Manager
Pronto Insurance
11.2013 - Current
- 9+ years' experience in insurance sales
- Evaluate business or individual customers' needs and financial status and propose protection plans that meet their criteria
- Work with clients to deliver risk management strategies that fit their risk profiles
- Constantly update job knowledge and learn about new products and services
- Fulfill all policy requirements
- Proven working experience as an Insurance agent or relevant experience
- Experience in delivering client-focused solutions and in creating long-lasting relationships
- Develop plans to acquire new customers or clients, through direct sales techniques, cold calling, and business-to-business marketing visits
- Assign sales territories and set sales quotas
- Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones.
- Explain the differences in policy specifics so clients can make informed decisions about their purchases
- Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
Assistant Manager
Maverick Finance
01.2013 - 11.2013
- Bank duties; such as deposits, counting, handling office money, great customer service. Followed up with customers promises/ appointments. Collector, went out of town for company meetings, high multitasked, really fast and friendly environment. Key holder for bank and office.
CSR
Fred Loya
08.2011 - 02.2012
- Sell insurance policies
- Provide customer service
- Conduct sales presentations
- Use marketing techniques
- Access media advertising services
- Use knowledge of written communication in sales work
Education
High School Diploma -
United South High School
Laredo, Texas01.2009
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Laredo Community College
Laredo, Texas01.2011
Skills
- Detail-oriented organization
- Experienced in Excel and PowerPoint
- Strategic organization
- Adaptable learner
- Energetic and organized
- Excellent communication skills
- Strong lead development skills
- Self-motivated
- Key account generation
- Customer service
- Bilingual (Spanish)
- Medical Assisting
- Alphabetical/numerical filing
- Patient positioning
- Collector
- Multitasked
- Documentation
- Documented patient information obtained from intake interviews
- Charting
- Developed and organized 300 charts for all new and current patients, routinely updating information for physician reference
- Customer Relations:
- Greeted and assisted customers
- Answered phones and responded to customer inquiries
- Process Improvement:
- Documented process to train new assistants
- Experienced in cross-linguistic interactions
- Spanish and English
- Insurance sales
- Risk management
- Client relationship management
- Sales strategy development
- Customer acquisition
- Policy evaluation
- Cold calling
- Business-to-business marketing
- Marketing strategy development
- Product knowledge
- Customer service excellence
- Sales presentations
- Networking skills
- Team leadership
- Problem-solving skills
- Positive attitude
- Customer service and care
- Problem-solving
- Relationship building
- Goal-oriented mindset
- Call management
- Sales closing
- Product sales
- Teamwork and collaboration
- Sales strategies
- Adaptability and flexibility
- Follow-up calling
- Cold calling proficiency
- Cold calling expertise
- Cold calling confidence
- Customer relationship management
- Insurance sales strategies
- Client-focused solutions
Certification
- Limited Lines License - 2011- Today
Languages
Spanish
Native or Bilingual
Timeline
Agent/District Floater/ Manager
Pronto Insurance
11.2013 - Current
Assistant Manager
Maverick Finance
01.2013 - 11.2013
CSR
Fred Loya
08.2011 - 02.2012
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Laredo Community College
High School Diploma -
United South High School