Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
20
20
years of professional experience
Work History
Insurance Agent
FBS
08.2016 - Current
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Mentored junior agents, sharing industry insights and best practices for success in the field.
Insurance Agent
Bob Trevino
09.2012 - 11.2023
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Built strong relationships with clients through consistent communication and excellent customer service.
Resolved complex claims issues, advocating on behalf of clients to ensure fair settlements.
Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Facilitated smooth transitions between carriers when needed, minimizing disruptions to client coverage and maintaining positive relationships with all parties involved.
Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
Insurance Agent
EOI Services
09.2017 - 07.2022
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Mentored junior agents, sharing industry insights and best practices for success in the field.
Insurance Agent
America Health Underwriters
01.2015 - 03.2016
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Built strong relationships with clients through consistent communication and excellent customer service.
Mentored junior agents, sharing industry insights and best practices for success in the field.
Insurance Agent
Lone Star Insurance
10.2012 - Current
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Insurance Agent
Colonial Insurance
09.2012 - 12.2013
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Built strong relationships with clients through consistent communication and excellent customer service.
Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Runner
Upper Valley DME
10.2010 - 08.2011
Visited patient’s homes and dropped off paperwork for the patient's doctors to sign
Dropped off paperwork for the medical equipment usage at the doctor’s clinics.
Human Resources Specialist
Affectionate Home Care
04.2004 - 06.2010
Addressed employee relations issues, work complaints, and other employee concerns
Conducted reference and background checks on job applicants
Contacted job applicants to inform them of the status of their applications
Processed hiring-related paperwork on new staff
Interpreted and explained human resources policies, procedures
Billed insurance companies for the agency such as Medicaid
Processed and explained insurance benefits to the staff
Answered the telephone and processed messages.
Education
High School Diploma/GED -
PSJA High School
San Juan, Texas
Skills
Licensed Insurance Agent
Quotes and Sales
Life Insurance
Policy Knowledge
Health Insurance
Professionalism and Ethics
Vision and Dental Insurance
Teamwork and Collaboration
Product Knowledge
Computer Literacy
Occupational License Or Certification
Insurance (General Lines/Life/Accidental/Health) License, Texas Department of Insurance, Texas
References
Marina Rodriguez, Office Manager, South Texas Women’s and Children’s, (956) 668-1200