Monica Guardado
Fort Worth,TX
Summary
Persuasive Insurance Specialist with expertise in assessing client needs, advising on coverage options and monitoring insurance claims. Energetic and communicative professional with 10+ years of experience. Dedicated to developing meaningful client relationships and offering best solutions for coverage.
Overview
8
8
years of professional experience
Work History
Licensed Insurance Specialist
AAA
02.2023 - Current
- Increased client satisfaction by providing personalized insurance advice and solutions.
- Upsold additional coverage options to existing clients, ensuring comprehensive protection for their needs.
- Achieved high retention rates by consistently delivering exceptional customer service and support.
- Conducted thorough policy reviews, identifying gaps in coverage or opportunities for cost savings for clients.
- Calculated quotes and educated potential clients on insurance options.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
- Cross-sold insurance products to existing clients to reach sales targets.
- Managed over 50 customer calls per day
Licensed Mortgage Professional
Mr. Cooper
09.2015 - 01.2023
- Enhanced loan approval rates by diligently reviewing and verifying applicant financial information.
- Streamlined mortgage application processes for faster turnaround times and improved customer satisfaction.
- Ensured compliance with federal and state regulations by staying up-to-date on all relevant industry guidelines.
- Collaborated closely with underwriters, resolving issues promptly to expedite loan approval process.
- Evaluated borrower qualifications based on thorough credit assessments and informed decision-making in line with company lending policies.
- Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Monitored pipelines to track and log status of loans.
Education
Associate of Arts - Interior Design With Computer Aided Design
Westwood College
Fort Worth, TX05.2006
Skills
- Multitasking
- Time management
- Interpersonal skills
- Customer service
- Sales expertise
- Analytical thinking
- Goal-oriented
- Bilingual in Spanish and English
- Verbal/written communication
- High level of accuracy
Timeline
Licensed Insurance Specialist
AAA
02.2023 - Current
Licensed Mortgage Professional
Mr. Cooper
09.2015 - 01.2023
Associate of Arts - Interior Design With Computer Aided Design
Westwood College
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