Rosie Sierra

Insurance Broker

Guardian Insurance Agency

06.2023 - Current

Reported policy changes and company conditions affecting customer satisfaction.
Advised small businesses on selecting employee benefit packages that balanced cost-effectiveness with comprehensive offerings.
Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
Maintained high standards of customer service by building relationships with clients.
Calculated quotes and educated potential clients on insurance options.
Developed sales leads from direct referrals, networking and targeted marketing campaigns.
Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
Implemented an organized system for managing client files, improving overall productivity and data management capabilities.
Sold all lines of personal and commercial insurance policies to new and existing customers.
Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
Assisted clients with claims processing, ensuring a smooth experience during difficult times.
Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
Met with prospective customers and business owners in homes, businesses, and other settings.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Called potential clients to set up appointments according to mutual availability.
Improved operational efficiency by implementing new technologies that streamlined policy quoting and comparison processes.
Enhanced customer loyalty by delivering timely and accurate policy updates and renewal information.
Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
Evaluated accuracy and quality of data entered into agency management system.
Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
Retained 91% of policyholders during annual renewal period.
Contributed to company growth through participation in industry events, conferences, and seminars promoting our services.
Streamlined the insurance application process, resulting in faster approvals and increased efficiency.
Expanded the company''s client base through effective networking and relationship-building strategies.
Handled approximately 80-100 outbound and inbound sales-related calls per week to qualify individuals interested in purchasing insurance coverage.
Organized regular check-ins with clients to review coverage limits and ensure adequate protection as their life circumstances changed.
Responded to customer calls swiftly to resolve issues and answer questions.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Built relationships with clients using active listening and issue resolution to provide excellent service.
Utilized CRM software to manage client relationships.
Cross-sold insurance products to existing clients to reach sales targets.
Identified potential risks in client businesses and recommended appropriate insurance coverage.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.

Summary

Overview

Work History

Insurance Broker

Agency Owner

Education

Associate of Arts - Education

Skills

Languages

Timeline

Insurance Broker

Agency Owner

Associate of Arts - Education

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