Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Raquel Deleon

Crest Hill,IL

Summary

Proven Insurance Agent with a track record of exceeding sales quotas by over 20% at Kemper Insurance, leveraging expertise in policy knowledge and client relations. Skilled in underwriter collaboration and customer service, consistently enhancing client satisfaction and retention through personalized insurance solutions and professional ethics.

Overview

8
8
years of professional experience

Work History

Insurance Agent

Get Insured
05.2023 - Current
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.

Call Center Insurance Agent

Kemper Insurance
05.2017 - 05.2023
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Prepared and reviewed insurance applications to verify compliance with regulations.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.
  • Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
  • Worked closely with other team members to optimize sales strategies and achieve regional goals.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
  • Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.

Fulfillment Clerk

Amazon
11.2016 - 05.2017
  • Conducted routine audits of inventory levels, identifying discrepancies early on to prevent any negative impact on order fulfilment processes or customer satisfaction ratings.
  • Optimized storage space utilization by regularly reorganizing inventory based on item popularity and seasonal trends.
  • Contributed to meeting sales goals through efficient order processing and effective communication between departments.
  • Enhanced warehouse efficiency by organizing inventory, maintaining accurate records, and implementing a streamlined system for locating items.
  • Reduced fulfillment errors with thorough quality checks before packaging and shipping products.
  • Participated in regular staff meetings to share best practices, address challenges, and discuss opportunities for improvement within the fulfillment department.
  • Printed labels, packaged boxes, and loaded into outbound containers.
  • Took on extra hours and shifts during busy periods to meet tight shipping deadlines.
  • Created shipping and invoicing documents with accurate customer, destination, and materials information to meet shipper standards and identify any hazardous contents.

Education

Basic

Joliet Township High School
Joliet, IL
05.1994

Skills

  • Customer Service
  • Licensed Insurance Agent
  • Professionalism and Ethics
  • Quotes and sales
  • Customer follow-up
  • Client Relations
  • Auto insurance
  • Policy Knowledge
  • Client Retention
  • Email Marketing
  • Leads Prospecting
  • Data Entry
  • Property and Casualty Insurance
  • Insurance Policy Sales
  • Policy Changes
  • Insurance Practices
  • Customer Referrals
  • Billing Inquiries
  • Policyholder Communication
  • Call Center Customer Service
  • Reference selling
  • Insurance Coverage Verification
  • Client Consultations
  • Licensing Requirements
  • Underwriter Collaboration
  • Sales Reporting

Additional Information

Licensed to sell Home and Auto insurance in the state of IL, TX, AZ & NV.

Property and casualty licenses

Timeline

Insurance Agent

Get Insured
05.2023 - Current

Call Center Insurance Agent

Kemper Insurance
05.2017 - 05.2023

Fulfillment Clerk

Amazon
11.2016 - 05.2017

Basic

Joliet Township High School

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Raquel Deleon