Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Monica R. Loizos

Huntsville,TX

Summary

Dedicated and results-oriented P&C and Insurance Agent with expertise in both personal and commercial lines. Seeking to leverage 23 years of experience in the insurance industry to provide exceptional service and drive growth for a reputable insurance agency.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Account Manager

The Woodlands Financial Group
04.2021 - Current
  • Managed a diverse portfolio of clients, providing expert guidance and support in both personal and commercial insurance solutions.
  • Developed and implemented customized insurance strategies tailored to individual client needs.
  • Cultivated strong relationships with clients, fostering trust and loyalty, resulting in increased referrals and new business opportunities.
  • Conducted comprehensive risk assessments and provided accurate policy recommendations, resulting in improved coverage and reduced risks for clients.
  • Proficiently handled policy underwriting, endorsements, and claims processing, ensuring timely and accurate resolutions for clients.

HR Coordinator III- Insurance and Benefits

Texas Department Of Criminal Justice
10.2018 - 04.2021
  • Coordinated the administration of employee benefits programs, including health insurance, dental, vision, and retirement plans.
  • Conducted benefits orientations for new hires, explaining plan options, eligibility criteria, and enrollment procedures.
  • Managed open enrollment processes, ensuring accurate and timely communication to employees and facilitating a smooth enrollment experience.
  • Led recruitment efforts to attract prospects for the correctional officer academy.

Office Manager

Stokes Insurance
04.2007 - 01.2017
  • Managed all Producers and CSR's within the agency.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.

Insurance Agent

First Choice Insurance
02.2003 - 04.2007
  • Increased agency revenue by implementing effective sales strategies and training programs for staff.
  • Streamlined operations by adopting innovative insurance processing software, improving efficiency within the team.
  • Enhanced client satisfaction rates through personalized consultations and tailored policy recommendations.
  • Expanded market share with targeted marketing campaigns to attract prospective clients in niche industries.

Education

Bachelor of Arts - Criminal Justice

Sam Houston State University
Huntsville, TX
05.2008

Skills

  • In-depth knowledge of personal and commercial insurance products
  • Proficient in risk assessment and policy analysis
  • Excellent communication and client relationship management skills
  • Strong sales and negotiation abilities
  • Attention to detail and accuracy in policy processing

Certification

Licensed Property & Casualty Insurance Agent, TX License Number: 1210885, NPN 7364229

Timeline

Account Manager

The Woodlands Financial Group
04.2021 - Current

HR Coordinator III- Insurance and Benefits

Texas Department Of Criminal Justice
10.2018 - 04.2021

Office Manager

Stokes Insurance
04.2007 - 01.2017

Insurance Agent

First Choice Insurance
02.2003 - 04.2007

Bachelor of Arts - Criminal Justice

Sam Houston State University

Licensed Property & Casualty Insurance Agent, TX License Number: 1210885, NPN 7364229

Monica R. Loizos