Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Perla Delgado

Summary

Dynamic Auto Insurance Agent with a proven track record at Academy Corporation, excelling in customer service and insurance sales. Leveraged strong relationship-building skills to achieve consistent growth in policy sales while ensuring client satisfaction through effective communication and problem-solving. Expert in policy analysis and client retention, fostering long-term business success.

Overview

5
5
years of professional experience

Work History

Auto Insurance Agent

Academy Corporation
07.2023 - 03.2025
  • Provided exceptional service through timely follow-ups with clients, keeping them informed throughout the claims process.
  • Developed strong relationships with clients, fostering trust and loyalty while promoting long-term business growth.
  • Educated clients on available auto insurance products, empowering them to make informed decisions regarding their coverage options.
  • Ensured accurate policy administration by diligently reviewing and updating client information, reducing errors in coverage.
  • Educated customers on coverage types and options
  • Achieved consistent growth in annual policy sales through effective cross-selling and upselling techniques.
  • Facilitated smooth policy renewals by proactively identifying and addressing potential issues before they escalated, ensuring client satisfaction.

Cashier Team Lead

King Taco Restaurant
01.2020 - 01.2023
  • Performed store opening, closing, and shift-change actions and kept accurate shift-change logs.
  • Assisted customers by answering questions and fulfilling requests.
  • Communicated with customers and team members to solve problems.
  • Processed both cash and card purchases and returns.
  • Maintained a clean and inviting checkout area, contributing to an enjoyable shopping experience for customers.
  • Quickly and accurately counted drawers at start and end of each shift.

Education

High School Diploma -

Schurr High School
820 Wilcox Ave Montebello CA, 90650

Skills

  • Goal oriented
  • Policy analysis
  • Financial acumen
  • Customer service
  • Insurance sales
  • Product knowledge
  • Customer retention
  • Customer needs assessment
  • Risk management
  • New business development
  • Client retention
  • New policy quotations
  • Policy adjustment
  • Problem-solving
  • Problem-solving abilities
  • Multitasking Abilities
  • Quotes and sales
  • Call center customer service
  • Excellent communication
  • Customer follow-up
  • Relationship building
  • Insurance policy sales
  • Billing inquiries
  • Policy renewals
  • Insurance coverage verification

Languages

Spanish
Professional Working
English
Professional Working

Timeline

Auto Insurance Agent

Academy Corporation
07.2023 - 03.2025

Cashier Team Lead

King Taco Restaurant
01.2020 - 01.2023

High School Diploma -

Schurr High School

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Perla Delgado