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.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
New York Life Insurance Co
San Antonio, TX
10.2023 - Current
Assisted customers in selecting the right life insurance coverage for their needs.
Provided personalized service to clients by phone, email, or in-person meetings.
Maintained records of client information, including policies and payment history.
Educated clients on various types of life insurance policies available in the market.
Attended educational seminars and conferences to stay up-to-date on industry trends.
Prepared quotes for prospective customers based on their individual needs.
Evaluated current financial situation of clients before recommending any policy changes.
Property and Casualty Insurance Agent
Nationwide
San Antonio, TX
12.2018 - 10.2023
Researched and analyzed insurance policies to determine risk factors for clients.
Provided guidance on best practices for managing risks associated with property and casualty insurance.
Negotiated contracts with insurers to secure the most competitive rates for clients.
Assisted customers in selecting appropriate coverage levels based on their individual needs.