Monique Romo
El Paso
Summary
Successful and seasoned Insurance agent with expertise in providing a wide range of high-quality insurance solutions. Possesses deep knowledge of the insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
12
12
years of professional experience
Work History
Insurance Agent
Mt. Franklin Insurance
01.2016 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
Insurance Customer Service Representative
Meridian Insurance Agency
01.2013 - 01.2016
- Managed high call volume while maintaining professionalism, empathy, and attention to detail in each interaction.
- Processed policy updates and changes accurately, ensuring client needs were met in a timely manner.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Responded to customer requests for products, services, and company information.
Education
Associate of Science - Health And Wellness
Western Technical College
El Paso, TX 05-2011
High School Diploma -
Thomas Jefferson High School
El Paso, TX06-2010
Skills
- Customer service
- Policy management
- Insurance sales
- Regulatory compliance
- Claims processing
- Data entry
- Communication skills
- Attention to detail
- Problem solving
- Team collaboration
- Licensed insurance agent
- Customer follow-up
Languages
Spanish
Professional Working
Timeline
Insurance Agent
Mt. Franklin Insurance
01.2016 - Current
Insurance Customer Service Representative
Meridian Insurance Agency
01.2013 - 01.2016
Associate of Science - Health And Wellness
Western Technical College
High School Diploma -
Thomas Jefferson High School
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