RICHARD PEREYRA
1770 Diamond Parkway Apt 311,MO
Summary
With a strong work ethic fueled by self-motivation, drive, and aggressiveness, this candidate has acquired knowledge and competence in Sales, Customer Service, and Underwriting through practical application and specialized training. Their excellent communication skills, both written and verbal, allow for effective conveyance of ideas and relationship building. They are well-versed in various computer software, programs, and applications. As a responsible self-starter, they consistently demonstrate qualities of initiative, dependability, and integrity. This candidate is confident that their enthusiasm and abilities will enable them to work effectively with diverse individuals to overcome challenges and contribute as a valuable asset to team efforts.
Overview
16
16
years of professional experience
Work History
Insurance Agent
GEICO, Government Employees Insurance
Lenexa, KS
11.2021 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Cross-sold insurance products to existing clients to reach sales targets.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
Owner/Operator
CrossFit Saga
Ontario, CA
05.2015 - 10.2021
- Responsible for all new customer sales and maintaining the utmost customer service
- Budgeted monthly cash flow and expenses throughout the business
- Led key projects which resulted in increased revenue for the business
- Grew the gym 150% within the first year of ownership and maintained a strong customer base.
- In charge of employee management and schedules
- Developed relationships with local business to cross market businesses within the community and orchestrating local events to boost sales and revenue.
Independent Sales Agent/Broker
Providence First Insurance Services
Chino, CA
10.2012 - 05.2015
- Growing a quality book of business and responsible for direct handling of maintaining customer’s insurance needs including: quoting, underwriting, processing endorsements, and claims
- Working one on one with potential clients to ensure them the best coverage and pricing available
- Cross-selling clients with Homeowners, Life, Auto, and Business insurance
- Responsible for monetary or fiscal needs and processing insurance transactions for the insured in a timely manner.
Sales Manager
Freeway Insurance
Buena Park, CA
04.2008 - 09.2012
- Managed both the internet sales division, and in person retail office
- Consistently exceeded all monthly sales goals and doubling the overall monthly production within one year
- Recruited, trained, and motivated a staff of 10 agents to exceed production goals and become better sales individuals
- Assisted agents in all areas of sales, which included underwriting policies prior to sale, closing clients, handling complaints, and overseeing all transactions within the office.
Education
B.A. in Psychology -
California State University of Long Beach
Long Beach, CA01.2006
Skills
- Customer Service
- Professionalism and Ethics
- Quotes and sales
- Account Management
- Driven Work Ethic
- Results-driven approach
- Teamwork and Collaboration
Licensescertificates
- Licensed Insurance Agent, State of Missouri, Department of Insurance, 2008, Present
- Licensed Property and Casualty Broker/Agent, State of Missouri, Department of Insurance, 2008, Present
- CrossFit Level 2 Certification, 2021
- CrossFit Level 1 Certification, 2011
- CrossFit Kettlebell Certification, 2012
- CrossFit Gymnastics Certification, 2012
Timeline
Insurance Agent
GEICO, Government Employees Insurance
11.2021 - Current
Owner/Operator
CrossFit Saga
05.2015 - 10.2021
Independent Sales Agent/Broker
Providence First Insurance Services
10.2012 - 05.2015
Sales Manager
Freeway Insurance
04.2008 - 09.2012
B.A. in Psychology -
California State University of Long Beach