Nina Taylor Garza
Rowlett,TX
Summary
Driven insurance agent and customer service professional who is seeking employment with a growing company.
I
have strong interpersonal and organizational skills with a keen ability to
multitask a variety of challenges and responsibilities.
Overview
7
7
years of professional experience
1
1
Certification
Work History
P&C Senior Insurance Agent
Automobile Club Of Southern California
10.2016 - Current
- Calculated premiums and established payment methods for sales.
- Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
- Collected all premiums on or before effective date of coverage.
- Calculated quotes and educated potential clients on insurance options.
- Addressed an average of 250 customer inquiries and complaints each week.
- Managed customer calls effectively and efficiently in a complex, fast-paced and challenging call center environment.
- Managed high call volume with tact and professionalism.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Obtained underwriting approval by completing application for coverage.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Utilized CRM software to manage client relationships.
- Developed and implemented marketing strategies to boost sales and increase customer base.
- Created detailed reports for management to track performance and sales.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Investigated and processed claims swiftly to keep customers satisfied.
- Cross-sold insurance products to existing clients to reach sales targets.
- Conducted annual reviews of existing policies to update information.
- Educated clients on insurance policies and procedures.
- Collected premiums on or before effective date of coverage.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Finalized sales and collected necessary deposits.
- Generated leads through cold-calling, networking and other outreach methods.
- Met with customers to provide information about available products and policies.
- Researched and identified potential new markets.
- Analyzed customer needs to provide customized insurance solutions.
- Developed and implemented promotional strategies to increase customer base.
- Monitored customer feedback and identified areas of improvement.
- Identified and solicited sales prospects in agency databases.
- Evaluated competitors' products and services to gain competitive advantage.
- Analyzed risk factors to recommend appropriate coverage levels.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Negotiated contracts and terms of sale with potential customers.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Conducted research and identified market trends to develop better strategies for sales.
- Designed presentations and marketing materials to promote insurance products.
Education
Associate of Applied Science - Paralegal Studies
Court Reporting Institute in Dallas TX, United States
Dallas, United States05.2009
Skills
- Committed, efficient and reliable team player
- Customer Advocate
- Compassionate and Understanding
- Meticulous and detail oriented
- Results-oriented
- Personable
- Excellent Communication Skills
- Client Relations Expert
- Superior Customer Service
- Complex Problem Solver
- Professional Customer Interactions
- Driven
- Proactive
Certification
Personal Lines Property & Casualty License obtained in January, 2017.
Accomplishments
- Achieved [Result] by completing [Task] with accuracy and efficiency.
- Achieved [Result] through effectively helping with [Task].
Timeline
P&C Senior Insurance Agent
Automobile Club Of Southern California
10.2016 - Current
Associate of Applied Science - Paralegal Studies
Court Reporting Institute in Dallas TX, United States
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