Dynamic professional with a proven track record in client relationship management and insurance product expertise, notably at SAFECO Liberty Mutual. Excelled in enhancing customer satisfaction and loyalty through exceptional service and tailored solutions. Skilled in navigating high volume environments and leveraging both hard and soft skills to achieve high client retention rates.
Overview
14
14
years of professional experience
1
1
Certificate
Work History
Licensed Insurance Agent
SAFECO Liberty Mutual
06.2021 - Current
Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
Maintained high standards of customer service by building relationships with clients.
Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
Upsold additional products and services after identifying customer needs and requirements.
Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
Calculated quotes and educated potential clients on insurance options.
Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Educated clients on insurance policies and procedures.
Manager in Training
Hertz Car Rental
02.2020 - 05.2021
Enhanced team performance by implementing effective training strategies and management techniques.
Established open and professional relationships with team members which facilitated communication, quickly resolving issues, and conflicts.
Identified and communicated customer needs to supply chain capacity and quality teams.
Assisted in organizing and overseeing assignments to drive operational excellence.
Handled day-to-day customer or client questions via telephone or email.
Developed detailed plans based on broad guidance and direction.
Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
Customer Service Representative and Title Services
Wyndham Destinations - WorldMark by Wyndham
08.2010 - 12.2019
Resolved customer travel vacation complaints with empathy, resulting in increased loyalty and repeat business.
Investigated and resolved customer inquiries and complaints quickly.
Led quarterly customer service meetings to review performance and se t goals for improvement.
Handled travel reservations escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Enhanced customer satisfaction by promptly addressing concerns and providing accurate information And compensation if needed.
Exhibited high energy and professionalism when dealing with clients and staff.
Met customer call guidelines for service levels, handle time and productivity.
Cross-trained and provided backup support for organizational leadership.
Education
High School Diploma -
ACADEMIA REGIONAL ADVENTISTA CENTRAL
CAGUAS PR
INSURANCE LICENSE PERSONAL PROPERTY & CASUALTY - INSURANCE AGENT
SLATER INSRUANCE SCHOOL
Lynnwood, WA
05-2021
Skills
Insurance product expertise
Hotel booking platforms
High volume environments
Reservations management
Travel packages
Leisure travel
Client relationship management
Client account management
Travel and Hospitality
Customer service
Airline reservation systems
Client service
Accomplishments
Achieved call efficiency by keeping my AHT between 440 and 510 with accuracy and efficiency.
Collaborated with team of 12 in the development of MICHIGAN PIP FORMS to reduce paperwork for this state.
Certification
Property and Casualty License - WA Department of Insurance.
Languages
Spanish
Native or Bilingual
Timeline
Licensed Insurance Agent
SAFECO Liberty Mutual
06.2021 - Current
Manager in Training
Hertz Car Rental
02.2020 - 05.2021
Customer Service Representative and Title Services
Wyndham Destinations - WorldMark by Wyndham
08.2010 - 12.2019
Property and Casualty License - WA Department of Insurance.
High School Diploma -
ACADEMIA REGIONAL ADVENTISTA CENTRAL
INSURANCE LICENSE PERSONAL PROPERTY & CASUALTY - INSURANCE AGENT
SLATER INSRUANCE SCHOOL
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