Nancy Castillo
Summary
Dynamic insurance broker with a proven track record at Freeway Insurance, excelling in client retention and personalized policy solutions. Skilled in underwriting and relationship building, I consistently achieved high customer satisfaction rates by addressing client needs and providing tailored coverage options. A proactive team player dedicated to enhancing service quality and driving sales growth.
Experienced with assessing client needs and conducting thorough policy reviews. Utilizes negotiation and market analysis to secure optimal insurance coverage for clients. Knowledge of regulatory compliance and risk management ensures quality and reliability in all advisory services.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Insurance Broker
Freeway Insurance
10.2024 - Current
- Assisted clients in selecting appropriate insurance policies based on individual needs and preferences.
- Collaborated with underwriters to evaluate risk and determine policy terms for clients.
- Provided exceptional customer service by addressing inquiries and resolving issues promptly.
- Conducted research on market trends to inform client recommendations and improve service offerings.
- Maintained accurate client records using company-specific software for efficient processing of applications.
- Educated clients about coverage options, helping them make informed decisions regarding their insurance needs.
- Developed rapport with clients through effective communication, enhancing overall satisfaction and retention rates.
- Participated in team training sessions to enhance knowledge of products and industry standards effectively.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Calculated quotes and educated potential clients on insurance options.
- Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
- Handled approximately outbound and inbound sales-related calls to qualify individuals interested in purchasing insurance coverage.
- Called potential clients to set up appointments according to mutual availability.
- Maintained high standards of customer service by building relationships with clients.
- Calculated premiums and established payment methods for sales.
Paraprofessional
RCM Technologies
08.2024 - 10.2025
- Supported classroom activities by assisting teachers with lesson implementation and student engagement.
- Facilitated communication between teachers, students, and parents to enhance learning experiences.
- Monitored student behavior and provided guidance to promote a positive classroom environment.
- Assisted in the preparation of instructional materials and resources for daily lessons.
- Adapted teaching methods to accommodate diverse learning styles and individual student needs.
- Collaborated with educational staff to implement individualized education plans (IEPs) for students.
- Conducted small group sessions to reinforce concepts and improve student understanding.
- Maintained organized records of student progress to support ongoing assessments and evaluations.
- Oversaw students in classroom and common areas to monitor, enforce rules, and support lead teacher.
- Improved classroom management by assisting teachers with behavioral interventions and monitoring student progress.
- Supervised students during non-instructional periods such as lunch, recess, or field trips, ensuring safety at all times.
- Enhanced student support by delivering one-on-one and small group assistance in various subjects.
- Supported special education teachers in implementing accommodations and modifications for students with diverse learning needs.
- Kept classrooms clean, neat, and properly sanitized for student health and classroom efficiency.
- Enhanced classroom efficiency through organizing instructional materials, managing daily schedules, and preparing resources for lessons as needed.
- Assisted in the collection and analysis of data on student performance, contributing to ongoing progress monitoring efforts.
- Assisted teachers in the development of engaging lesson materials aligned with curriculum standards for various subject areas.
- Assisted classroom teacher in supervising snack time and indoor and outdoor play.
- Monitored students on field trips, handling roll call, and group movement to keep youths safe in public settings.
Paraprofessional
Mercey Springs Elementary
08.2013 - 09.2022
- Assisted students in developing deeper understanding of course concepts by providing one-on-one support.
- Enforced rules and instructions to maintain discipline.
- Collaborated with instructors to develop engaging lesson plans.
- Supported classroom activities by assisting teachers with lesson implementation and student engagement.
- Oversaw students in classroom and common areas to monitor, enforce rules, and support lead teacher.
- Assisted teachers in the development of engaging lesson materials aligned with curriculum standards for various subject areas.
- Assisted classroom teacher in supervising snack time and indoor and outdoor play.
Paraprofessional Educator
Westside Union Elementary
08.2010 - 08.2013
- Supported individual student learning through tailored instructional strategies and adaptive resources.
- Collaborated with teachers to create engaging lesson plans that addressed diverse learning needs.
- Implemented behavioral management techniques to foster positive classroom environments and enhance student engagement.
- Assisted in the assessment of student progress, providing feedback to educators for targeted interventions.
Education
No Degree - Child Development
Merced College
Merced, CAHigh School Diploma -
Los Banos High School
Los Banos, CA06-1999
Skills
- Proactive team player
- Claims handling
- Driven
- Sales presentations
- Policy coverage expert
- Commission-based sales
- Underwriting
- Customer service
- Client retention
- Quotes and sales
- Client relations
- Client account management
- Policy renewals
- Customer follow-up
- New client acquisition
- Leads prospecting
- Licensed insurance agent
- Auto insurance
- Lead development
- Policy writing
- Client assessment
- Relationship building
- Client prospecting
- Data entry
- Client consultations
- Policy changes
Certification
- Licensed Insurance Producer - 1year
- Motor Club Agent and Personal Lines - 1year
- Nationwide Telesales - 1 year
- Insurance Broker , Freeway Insurance - 1year
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Insurance Broker
Freeway Insurance
10.2024 - Current
Paraprofessional
RCM Technologies
08.2024 - 10.2025
Paraprofessional
Mercey Springs Elementary
08.2013 - 09.2022
Paraprofessional Educator
Westside Union Elementary
08.2010 - 08.2013
No Degree - Child Development
Merced College
High School Diploma -
Los Banos High School
Similar Profiles
Mario ValleMario Valle
Customer Servioce Representative at Freeway InsuranceCustomer Servioce Representative at Freeway Insurance
VANESSA ORTIZVANESSA ORTIZ
SALES AGENT at Freeway InsuranceSALES AGENT at Freeway Insurance
Simmel RiosSimmel Rios
Sales Representative at Freeway InsuranceSales Representative at Freeway Insurance
Mimi SharqawiMimi Sharqawi
Independent Commercial Insurance Broker / Multi Lines Insurance Broker at J S Downey Insurance AgencyIndependent Commercial Insurance Broker / Multi Lines Insurance Broker at J S Downey Insurance Agency
Hazzy MuhammadHazzy Muhammad
Insurance Broker at Maclean InsuranceInsurance Broker at Maclean Insurance