Olivia Ramirez

• Enhanced client satisfaction by providing personalized insurance solutions and excellent customer service.
• Developed and maintained professional relationships with other industry professionals, such as financial advisors and real estate agents, to provide a well-rounded approach to client service.
• Organized regular client outreach initiatives such as seminars and workshops to educate potential customers on insurance products and services offered.
• Managed a diverse portfolio of accounts, consistently meeting or exceeding sales targets while maintaining high levels of customer satisfaction.
• Assisted clients in the claims process, ensuring smooth communication between them and the insurer for timely resolution of claims.

Sales in Annuities and Life Insurance. Help members find policy that benefits their needs. Perform presentations at Churches and Events.

• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.

• Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
• Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
• Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
• Responded to customer requests for products, services, and company information.