Rupert Romero
Long beach,CA
Summary
Proven Insurance Agent with a track record of enhancing client retention and sales at Veronica's Insurance. Specializes in auto insurance and client relations, leveraging professionalism and ethics to exceed sales targets. Excelled in building lasting relationships and analyzing client needs, significantly expanding the client base through exceptional customer service and follow-up.
Overview
2019
2019
years of professional experience
Work History
Insurance Agent
Veronica's Insurance
- Established strong client relationships through consistent communication.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
Insurance Agent
Adriana's Insurance
02.2014 - 07.2018
- Established strong client relationships through consistent communication.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
Education
High School -
Santa Ana High School
Santa Ana, CASkills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Client relations
- Auto insurance
- Client needs analysis
- Client retention
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Insurance Agent
Adriana's Insurance
02.2014 - 07.2018
Insurance Agent
Veronica's Insurance
High School -
Santa Ana High School
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