Experienced insurance sales professional known for building strong client relationships and delivering exceptional customer service. Skilled in policy management and providing tailored coverage recommendations to enhance client understanding and satisfaction.
Work History
Insurance Sales Agent
1 Month
State Farm | 07.2026 - Current
Developed and maintained strong client relationships through proactive communication and personalized service.
Analyzed clients' insurance needs to provide tailored coverage recommendations and policy options.
Assisted clients in completing insurance applications, ensuring accuracy and compliance with regulatory standards.
Educated clients on policy features, benefits, and claims processes to enhance understanding of coverage options.
Enhanced customer satisfaction levels with proactive communication and timely resolution of issues with requested policy changes.
Utilized advanced skills in solving problems and making accurate decisions to implement strategies that brought about immediate results for customer concerns and requests.
Fostered positive company image by ensuring prompt and empathetic resolution of customer issues.
Benefits Solutions Specialist
9 Months
Willis Towers Watson | 09.2024 - 06.2025
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Analyzed health insurance options to provide tailored recommendations for clients' needs
Assisted clients in navigating policy details, benefits for informed decision-making and provided necessary policy guidance & documentation.
Worked diligently to resolve client disputes with insurance providers, advocating on their behalf for fair and satisfactory outcomes.
Personal Lines Insurance Sales Agent
4 Years 5 Months
AAA Texas | 08.2019 - 01.2024
Developed tailored insurance solutions to meet diverse client needs for new business needs.
Educated clients on policy options and coverage details to enhance understanding.
Developed strong relationships with clients, leading to increased referrals and business growth.
Education
- Psychology
El Centro College | Dallas, TX
High School Diploma
D.W. Carter | Dallas, TX | 06.2013
Skills
Diligent Customer service
Proficient Insurance sales
Strong negotiation
Product knowledge
Rapport building
Policy management expertise
Accomplishments
Highest Closing Ratio 98%
100% Accuracy
Top sales performer
Certification
Property & Casualty est.2019-current
Life, Accident & Health License est. 2021-current.