Omayra Obregon
Insurance Broker/Sales Agent
Sacramento,CA
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
24
24
years of professional experience
Work History
Insurance Agent
Farmers Insurance Agency
Sacramento , CA
07.2016 - Current
- Educated customers on the importance of maintaining adequate insurance coverage.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Responded to customer inquiries and problems to promote great service.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Maintained accurate records of all insurance transactions using computer software systems.
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Serviced existing portfolios, assisting members with coverage questions and accurately processing policy endorsements.
- Explained different options to prospective clients, encouraging sale of insurance policies that best fit needs.
Tax Preparer
Ana Villalpando Income tax
Fontana, CA
01.2000 - 05.2015
- Maintained accurate records of all client transactions and filings.
- Assisted customers with any questions they had about their taxes or filing status.
- Compiled data from clients to accurately complete tax forms.
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Filed electronically through approved software programs.
- Advised clients on the best strategies for filing their taxes efficiently and legally.
- Identified potential deductions to minimize clients' tax liabilities.
- Finalized and processed paperwork with local, state and federal government authorities.
- Corresponded with government agencies regarding discrepancies between submitted documents and actual amounts owed and refundable.
Skills
- Customer Follow-Up
- Customer Service
- Client Relations
- Policy Renewals
- Account Management
- Leads Prospecting
- Upselling
- Administrative Support
- Quotes and Sales
- Insurance Coverage Review
- Policy Adjustment Knowledge
- Policy Writing
- Marketing Management
- Operations Management
- Property and Casualty Insurance Sales
Languages
Spanish
Professional
Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridImportant To Me
Company CultureWork-life balanceCareer advancementFlexible work hoursWork from home optionTimeline
Insurance Agent
Farmers Insurance Agency
07.2016 - Current
Tax Preparer
Ana Villalpando Income tax
01.2000 - 05.2015
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