Patricia Lutzenberger
San Antonio,TX
Summary
Hardworking Account Manager gifted at lead generation and efficiently resolving customer issues. Engaging and personable with the ability to increase business opportunities through outstanding client presentations, effective communication skills and a dedication to customer service.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Insurance Professional I
USAA Insurance
12.2021 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Help new IP's with questions regarding insurance related topics and concerns and navigating through the Knowledge Central Resource.
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Provided Excellent Customer Service to members with the core values in mind. Honesty Integrity Loyalty and service.
- implementing SERVE Behaviors at all times.
- Service and Sales were first and fore front in issuing P & C policies and Making changes in a heavy call center environment.
- Received USAA Awards twice for made for excellence awards, Bronze awards for100 compliance and technical awards. received eagle salutes for 100% satisfied customers.
Insurance Sales Representative
State Farm Insurance Companies
06.2005 - Current
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Provided coverage option information to assist clients in protecting assets.
- Calculated quotes and educated potential clients on insurance options.
- Modeled exceptional customer service skills and appropriate diagnostic sales techniques.
- Met with prospective customers and business owners in their homes, businesses and other settings.
- Promoted State Farm products and services using upselling and other sales strategies.
- Finalized sales and collected necessary deposits.
- Collected all premiums on or before effective date of coverage.
Insurance Sales Representative
Allstate Insurance Company
01.1998 - 06.2005
- Maintained detailed records of customer information and policy sales.
- Generated sales by recommending policies and add-ons.
- Reviewed customer needs and financial means to determine appropriate policy offerings.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Built strong client relationships and provided high value-adding services, resulting in a 15% company market share increase.
- Asked appropriate open-ended questions to discover prospects' needs and requirements.
- Developed and maintained long-term relationships with policyholders and small business entities.
- Researched and customized service proposals for clients.
- Consistently hit and exceeded sales goals by 20%.
- Serviced accounts on a regular basis to propose new products or services and maximize revenue.
- Connected with prospective clients to set appointments.
Travel Consultant
AMR
10.1994 - 12.1997
- Answered inquiries and addressed, resolved or escalated issues to management personnel to ensure client satisfaction.
- Provided a high level of customer service to each person by engaging the customer and using active listening and effective interpersonal skills.
- Asked open-ended questions to better ascertain client needs and determine the best travel offerings.
- Organized memorable and exquisite travel itineraries and vacations for high-level clients, celebrities, politicians, and business executives.
- Provided exemplary customer service to new and existing clients, which helped build lasting relationships and secure new travel assignments.
- Answered customer telephone calls promptly and appropriately.
- Offered appropriate reservation options based on expected attendees when coordinating events.
- Provided services efficiently and with high level of accuracy.
- Increased customer service ratings through personable service.
Education
GED - undefined
Palo Alto College
San Antonio, TX1990
Skills
- Policy understanding
- Relationship development
- Business growth
- Account management
- Knowledgeable in SABRE
- Team training
- Forecasting abilities
- Product knowledge
- Customer service
- Proficiency with CRM systems
- Account servicing skills
- Networking skills
- Goals and performance
- Interpersonal skills
- Customer rapport
- Oral and written communication
- Sales
- Self-motivated
Certification
Licensed General Lines Agent
Notary Public
Timeline
Insurance Professional I
USAA Insurance
12.2021 - Current
Insurance Sales Representative
State Farm Insurance Companies
06.2005 - Current
Insurance Sales Representative
Allstate Insurance Company
01.1998 - 06.2005
Travel Consultant
AMR
10.1994 - 12.1997
GED - undefined
Palo Alto College