Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Monica Khwaja

Newark,CA

Summary

Dedicated insurance professional with a strong focus on personalized planning and client education. Proven ability to cultivate relationships and ensure compliance, driving client satisfaction and tailored solutions.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Insurance Agent

Aaa Ncnu
San Jose, California
05.2010 - Current
  • Created personalized insurance plans tailored to client needs.
  • Cultivated strong client relationships through consistent follow-ups and consultations.
  • Educated clients on various policy options and coverage specifics.
  • Informed clients about significance of sufficient insurance coverage.
  • Prepared required documentation, including applications, endorsements, renewals, and cancellations..

Insurance Agent

State Farm
Fremont, California
12.2007 - 04.2010
  • Designed personalized insurance plans aligned with client needs.
  • Cultivated client relationships through regular follow-ups and consultations.
  • Educated clients on policy options and coverage details to enhance understanding.
  • Prepared documentation, ensuring compliance with regulatory requirements.

Real Estate Agent

Reality Experts
Fremont, California
02.2005 - 05.2007
  • Facilitated property viewings, delivering comprehensive information to prospective buyers.
  • Managed listings across multiple real estate platforms to maximize buyer engagement.
  • Collaborated with mortgage brokers to streamline financing options for clients.
  • Assisted clients in identifying properties that met specific needs and preferences.

Education

San Jose City College
San Jose, California, CA

Skills

  • Personalized insurance planning
  • Sales and quotes
  • Auto and property insurance
  • Account management
  • Policy writing

Languages

English
Professional
Spanish
Professional

Certification

Casualty Life and Property Insurance license

Timeline

Insurance Agent

Aaa Ncnu
05.2010 - Current

Insurance Agent

State Farm
12.2007 - 04.2010

Real Estate Agent

Reality Experts
02.2005 - 05.2007

San Jose City College
Monica Khwaja