RUBEN P
Bakersfield,CA
Summary
- Qualified Agent with a documented history of exceeding sales goals. Known for strong relationship-building skills and a commitment to keeping loyal customers. Friendly Agent with a commitment to developing, qualifying, and managing leads to an increase in new business. Competitive with a passion for driving revenue and profit for companies in the insurance industry. Self-motivated Agent with a 34-year progressive career in the insurance business. Offering proven excellence in communication, networking, management. Proficient in using Microsoft software. ACCOMPLISHMENTS Top producer and Rookie of the year in sales production my first year with Farmers Insurance Group. Top producer five years in a row in Fire sales monthly production with Farmers Insurance. Top producer with Pacific Care/Secure Horizons selling Medicare Insurance monthly. I exceeded every month my monthly goals.
- Recognized as Employee of the first year Rookie for outstanding performance and team contributions.
- Exceeded sales goals by an average of 80% in 1994.
Overview
32
32
years of professional experience
Work History
INDEPENDENT INSURANCE BROKER
Ruben P. Baeza Insurance Agency
Bakersfield, CA
05.2013 - Current
- I sell Medicare Supplements, Medicare Advantage Plans, Dental, and Vision
- Engage customers and providing a high level of service by carefully explaining details about documents
- I sell Medicare Supplements, and Medicare Advantage Plans
- I have been selling Medicare Insurance since 1986 when I started with Bankers Life & Casualty.
AGENT/MANAGEMENT TRAINEE
American National Insurance Company
Lubbock, TX
11.2011 - 05.2013
- Skillfully and patiently explained coverage options to potential policyholders, answering questions or concerns on their options of life insurance
- Managed six agents under my supervision
- I helped and train the agents and support their monthly quotas for production each month
- Met with customers to discuss options for choice of products and services
- Worked alongside senior team members to learn all related job tasks and roles
- Optimized productivity, streamlined program efficiency, and boosted profitability
- Leveraged market knowledge and leadership ability to help drive profit increases.
INSURANCE AGENT/FRANCHISE OWNER
Farmers Insurance Group
Santa Maria, CA
02.1992 - 10.2011
- Strategized long-term business goals by assessing customer feedback for direction on process improvements
- Engaged customers and supplied an elevated level of service by carefully explaining details about their coverages
- Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations
- Skillfully and patiently explained coverage options to potential policyholders, answering questions or concerns
- Developed insurance cross-selling opportunities in partnership with the Office Manager
- Drove client retention by increasing savings opportunities and showing premium discounts
- Increased client retention through annual reviews
- Led startup and opening of Ruben P
- Baeza Insurance Agency business and supplied business development, creation of operational procedures and workflow planning
- Built a successful practice from the bottom floor
- I eventually had four-time employees.
Education
Associate of Science - Business Administration
Bakersfield College
06.2020
Associate of Science - Business Administration
South Plains College
08.2019
Completed coursework in core subjects.I transferred all my units to Bakersfield Community College - undefined
2019
Associate of Science Degree - undefined
Skills
- Cross-selling and upselling
- Customer follow-up
- Lead development
- Client retention
- Relationship Development
- Customer Service
- Supervision & Agency owner at Farmers Insurance Group
- Insurance Billing
- Team Building
- Business Operations
- Budgets
- Very independent and motivated to exceed goals
- Client relations
- Sales development
- Financial advisory
- Friendly, positive attitude
- Estate Planning
- Previous mortgage lending experience
Accomplishments
- Licensed in Property & Casualty, Life, Health, & Disability since 1986
- Notary Public since 2019.
Timeline
INDEPENDENT INSURANCE BROKER
Ruben P. Baeza Insurance Agency
05.2013 - Current
AGENT/MANAGEMENT TRAINEE
American National Insurance Company
11.2011 - 05.2013
INSURANCE AGENT/FRANCHISE OWNER
Farmers Insurance Group
02.1992 - 10.2011
Associate of Science - Business Administration
Bakersfield College
Associate of Science - Business Administration
South Plains College