Rebeca Martinez
Pasadena
Summary
Licensed Insurance Sales Agent with extensive experience recognized for exceptional customer service and closing skills. Proven track record of exceeding sales targets and quotas while fostering strong client relationships. Skilled in new policy quotations and critical thinking with extensive experience in guiding clients through insurance solutions, ensuring optimal coverage and satisfaction. Proven ability to collaborate with team members and recognized for effective communication and strong problem-solving skills.
Overview
5
5
years of professional experience
Work History
Licensed Insurance Sales Agent
The Serrano Agency, LLC
01.2021 - Current
- Educated clients on various insurance products to identify coverage needs
- Developed and maintained strong client relationships through effective communication and follow-up.
- Conducted thorough policy reviews to ensure compliance with regulations and client requirements.
- Streamlined application processes, enhancing efficiency and reducing turnaround time for policy issuance.
- Assisted real estate agents and loan officers by providing coverage that meets loan requirements for home buyers.
- Achieved top sales performance by consistently meeting and exceeding monthly quotas.
Education
P&C General Lines License - Insurance
Insurance School of Texas
Texas09-2025
Skills
- Customer service
- Insurance sales
- Account analysis
- Licensed insurance agent
- Customer needs assessment
- Policy adjustment
- New policy quotations
- Fully bilingual
- Works well under pressure
- Fast learner
- Multitasking
- Quotes and sales
- Call center customer service
- Excellent communication
- Critical thinking
- Organizational skills
- Customer follow-up
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Licensed Insurance Sales Agent
The Serrano Agency, LLC
01.2021 - Current
P&C General Lines License - Insurance
Insurance School of Texas