Nenita Mendoza
Vallejo,CA
Summary
Dynamic Insurance Agent with Farmers Insurance Agency, adept at building lasting client relationships and driving sales through personalized solutions. Expert in policy management and regulatory compliance, consistently achieving client satisfaction and retention. Proven ability to educate clients on coverage needs while actively prospecting for new business opportunities to expand the client base.
Overview
22
22
years of professional experience
Work History
Insurance Agent
Farmers Insurance Agency
09.2000 - 06.2022
- 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.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Education
Bachelor of Science - Education
University of The East
Manila, Philippines10-1970
Skills
- Policy management
- Client education
- Sales strategy
- Regulatory compliance
- Customer service
- Relationship building
- Time management
- Client relations
- Auto insurance
- Client retention
Timeline
Insurance Agent
Farmers Insurance Agency
09.2000 - 06.2022
Bachelor of Science - Education
University of The East
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