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
12735 Hawthorne Blvd Hawthorne CA, 90250
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
4504 East 3rd Street Los Angeles CA 90022
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, 90650Skills
- 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