Ricardo Lopez
Mission,TX
Summary
Dynamic Licensed Insurance Agent with a proven track record at Excellus BCBS, excelling in insurance sales and client relationship management. Expert in tailoring coverage solutions, enhancing client satisfaction, and consistently exceeding sales targets. Skilled in policy management and dedicated to transparent communication, fostering trust and long-term client retention.
Overview
7
7
years of professional experience
Work History
Licensed Insurance Agent
Excellus BCBS
Remote
05.2024 - 12.2024
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
Independent Insurance Agent
Certus Insurance Solutions
McAllen, TX
01.2023 - 12.2024
- Enhanced client satisfaction by providing personalized insurance solutions and excellent customer service.
- Developed and maintained professional relationships with other industry professionals, such as financial advisors and real estate agents, to provide a well-rounded approach to client service.
- Organized regular client outreach initiatives such as seminars and workshops to educate potential customers on insurance products and services offered.
- Managed a diverse portfolio of accounts, consistently meeting or exceeding sales targets while maintaining high levels of customer satisfaction.
Licensed Insurance Agent
TogetherHealth
Remote
06.2023 - 03.2024
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
CSR
Chater Communications
McAllen, TX
01.2018 - 02.2019
- Managed high call volumes, maintaining a professional demeanor during peak hours and effectively multitasking in a fast-paced environment.
- Demonstrated empathy and active listening skills, resulting in a higher rate of customer satisfaction and repeat business.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Answered constant flow of customer calls with minimal wait times.
Education
High School Diploma -
Juarez-Lincoln High School
La Joya, TX05.2016
Skills
- Insurance sales expertise
- Insurance product expertise
- Client relationship management
- Client account management
- Client retention
- Policy management
- Sales strategy development
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Licensed Insurance Agent
Excellus BCBS
05.2024 - 12.2024
Licensed Insurance Agent
TogetherHealth
06.2023 - 03.2024
Independent Insurance Agent
Certus Insurance Solutions
01.2023 - 12.2024
CSR
Chater Communications
01.2018 - 02.2019
High School Diploma -
Juarez-Lincoln High School