Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Omar Lopez

Omar Lopez

Aurora,Illinois

Summary

Licensed Insurance professional specializing in property and casualty insurance sales, customer service, and small business solutions. Proven ability to assess clients needs, recommend tailored insurance products and consistently achieve sales targets. Strong communicator with expertise in both personal and commerical insurance lines.

Overview

3
3
years of professional experience

Work History

Insurance Broker

West Suburban Assurance
11.2024 - Current
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Developed sales leads from direct referrals, networking and targeted marketing campaigns.
  • Sold Home and Auto insurance policies to new and existing customers.
  • Sold Commericial Policies (GL Workers Comp and Commercial Auto to new and existing customers.
  • Reported policy changes and company conditions affecting customer satisfaction.
  • Met with prospective customers and business owners in homes, businesses, and other settings.
  • Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.

Relationship Banker

JP Morgan Chase
01.2023 - 08.2024
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.

Education

High School Diploma -

Aurora Central Catholic High School
Aurora IL
06-2009

Bachelor of Science - Business Administration And Management

Waubonsee Community College
Sugar Grove, IL
06-2014

Skills

  • P&C Insurance Sales

  • Customer Service

  • Commercial Insurance (GL ,Truck & Trucking, Commerical Property, Commerical Auto, Workers Compensation)

  • Personal Insurance (Auto & Homeowner's)

  • Client Needs Assessment

  • Policy Quoting

  • Claims Assistance

  • Cross Selling and Up Selling

  • Relationship Management

  • CRM & Data Entry

  • Call Center Experience

  • Negotiation and Objection Handling

  • Bilingual - Spanish

Languages

Spanish

Timeline

Insurance Broker

West Suburban Assurance
11.2024 - Current

Relationship Banker

JP Morgan Chase
01.2023 - 08.2024

High School Diploma -

Aurora Central Catholic High School

Bachelor of Science - Business Administration And Management

Waubonsee Community College

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