Rey Gonzales
Insurance Broker
San Diego,CA
Summary
Insightful Insurance Sales Agent bringing 16 years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement.
Overview
16
16
years of professional experience
2
2
English & Spanish
Work History
Insurance Broker
American Tri-Star Insurance
Chula Vista, CA
12.2010 - 04.2022
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Promoted client retention through high-quality service and follow through.
- Provided information and answered questions via personal meetings, telephone calls and email.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Called warm leads each week to expand client base.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Insurance Sales Agent
Adriana's Insurance
National City, CA
11.2009 - 12.2011
- Upsold products to policyholders and potential new clients.
- Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
- Exceeded company sales goals for new policies.
- Gave sales presentations, negotiated contracts and promoted services to customers.
- Followed up with customers to check on changing needs and propose new offerings.
- Wrote policies, finalized documents and filed paperwork.
- Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
- Communicated with clients by phone and email to answer questions and offer services.
- Made appointments with potential clients to discuss products Quoted and calculated premium rates for policies, using rate book, Vertafore and Turborater.
Insurance Broker
Freeway Insurance Agency
San Diego, CA
06.2006 - 11.2009
- Upsold products to policyholders and potential new clients.
- Pursued continued professional development through insurance workshops, course and webinars.
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Made outbound calls to existing and prospective clients.
- Wrote policies, finalized documents and filed paperwork.
- Mentored multi- entry-level brokers.
- Formulated cross-functional solutions for property and casualty insurance and performed thorough risk assessments.
Education
Some College (No Degree) - Psychology
San Diego City College
San Diego, CASkills
Casualty auto insuranceundefined
Accomplishments
- Qualified for quarterly sales bonuses by exceeding sales target by.
- Consistently maintained high customer satisfaction ratings.
- Recognized as Employee of the month seven times for outstanding performance and team contributions.
Timeline
Insurance Broker
American Tri-Star Insurance
12.2010 - 04.2022
Insurance Sales Agent
Adriana's Insurance
11.2009 - 12.2011
Insurance Broker
Freeway Insurance Agency
06.2006 - 11.2009
Some College (No Degree) - Psychology
San Diego City College
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