Omar Valerio
San Antonio,TX
Summary
I am a focused and dedicated professional effective at educating and dealing with individuals during stressful and confusing situations to address beneficial needs while navigating mandated structures. I'm practiced at working with regulatory limits and departmental standards to handle requirements, policies, and procedures via email, letter, telephone calls and in person. And, lastly, I offer many years of experience in listening to and caring for people of all ages, types, and backgrounds to offer the most professional and compassionate experience possible.
Overview
17
17
years of professional experience
Work History
Independent Licensed Insurance Agent
G.B. Moreno & Associates
San Antonio, TX
08.2018 - Current
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Maintained accurate records of client information including contact details and policy changes.
- Identified opportunities for cross-selling additional policies or services to existing customers.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
Licensed Insurance Agent
Farmers Insurance Agency
San Antonio, TX
03.2022 - 05.2023
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Identified opportunities for cross-selling additional policies or services to existing customers.
- Pursued continued professional development through insurance workshops, course and webinars.
- Sought out new clients and developed clientele by networking to find new customers.
- Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
Licensed Insurance Agent/Sales Team Leader
Humana Incorporated
San Antonio, TX
07.2014 - 11.2017
- Conducted customer needs assessments to identify appropriate coverage levels and options.
- Identified opportunities for cross-selling additional policies or services to existing customers.
- Assisted in the development of training materials for new agents entering the field.
- Provided guidance and support to less experienced agents during onboarding process.
- Exceeded company sales goals for new policies.
Licensed Insurance Agent/Sales Team Leader
West Teleservices Corporation
San Antonio, TX
07.2007 - 07.2014
- Advised clients on their insurance needs and coverage options based on individual requirements.
- Provided guidance and support to less experienced agents during onboarding process.
- Initiated contact with potential clients through cold calling and networking activities.
- Responded promptly to customer inquiries via phone calls or emails in a professional manner.
- Provided leadership and training for new agents regarding industry best practices and company policies.
Education
High School Diploma -
Carrizo Springs High School
Carrizo Springs, TX05-1994
Some College (No Degree) - Fine Arts & Education
Texas A&M University - Corpus Christi
Corpus Christi, TXSome College (No Degree) - Fine Arts & Education
Alamo Colleges District - San Antonio College
San Antonio, TXSkills
- Professionalism
- Facilitate individual and group discussions
- Training Methods
- Performance Improvement
- Problem-solving abilities
- Negotiation abilities
- People skills
- Customer care
- Computer Skills
- Sales Expertise
Affiliations
"I love to read, paint, play my alto saxophone, and practice martial arts"
Timeline
Licensed Insurance Agent
Farmers Insurance Agency
03.2022 - 05.2023
Independent Licensed Insurance Agent
G.B. Moreno & Associates
08.2018 - Current
Licensed Insurance Agent/Sales Team Leader
Humana Incorporated
07.2014 - 11.2017
Licensed Insurance Agent/Sales Team Leader
West Teleservices Corporation
07.2007 - 07.2014
High School Diploma -
Carrizo Springs High School
Some College (No Degree) - Fine Arts & Education
Texas A&M University - Corpus Christi
Some College (No Degree) - Fine Arts & Education
Alamo Colleges District - San Antonio College
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