Alicia Brock
Mission Viejo,California
Summary
Dedicated Insurance Sales Agent adept at managing complex policies and delivering insurance product expertise. Bringing 10 years of superior insurance industry performance.
Overview
24
24
years of professional experience
Work History
Independent Health Insurance Agent
Golden Outlook Insurance Services, Inc
Lake Forest, CA
05.2018 - Current
- Developed and maintained relationships with clients to ensure they received the best possible insurance coverage.
- Explained complex insurance policies in a simple and understandable manner for clients.
- Processed policy changes, renewals, cancellations, endorsements, and other transactions efficiently and accurately.
- Maintained accurate records of client information including contact details, policy numbers, premium payments, claims history.
- Conducted regular reviews with customers to ensure their coverage is still meeting their needs.
- Provided ongoing support for existing customers through phone calls or emails.
Licensed Insurance Producer
Farmers Insurance Agency
Orange, CA
06.2018 - 11.2022
- Offered policy guidance and management to promote asset protection.
- Upsold products to policyholders and potential new clients.
- Exceeded company sales goals for new policies.
- Pursued continued professional development through insurance workshops, course and webinars.
- Leveraged knowledge of customer and market to sell specific programs and initiatives.
Licensed Insurance Agent
Health Markets
Costa Mesa, CA
01.2016 - 05.2018
- Pursued continued professional development through insurance workshops, course and webinars.
- Exceeded company sales goals for new policies.
- Offered policy guidance and management to promote asset protection.
- Upsold products to policyholders and potential new clients.
- Provided leadership and training for new agents regarding industry best practices and company policies.
Licensed Insurance Agent
AAA Auto Club South
Costa Mesa, CA
01.2013 - 01.2016
- Exceeded company sales goals for new policies.
- Offered policy guidance and management to promote asset protection.
- Upsold products to policyholders and potential new clients.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Pursued continued professional development through insurance workshops, course and webinars.
Inside Sales Specialist
Lowes Home Improvment
Rancho Santa Margarita, CA
01.2000 - 01.2013
- Cultivated and strengthened customer relationships to drive revenue growth.
- Employed mathematical skills to calculate purchase, negotiate price and draft contract.
- Leveraged digital and telephone approaches to generate sales leads.
- Investigated sales and service issues to provide successful resolutions.
- Set up customer accounts with complete information.
Education
Some College (No Degree) -
Saddleback College
Mission Viejo, CASkills
- Policy Adjustment Knowledge
- New Agent Training
- Insurance Sales Strategy
- Email Marketing
- Asset Protection
- Client Account Management
- Policy Management Expertise
- Customer Service
- Marketing
- New Business Development
- Product Knowledge
- Lead Prospecting
- Consultative Sales Techniques
- Account Retention
- Sales Quota Achievement
- CRM Tracking
- Carrier Relations
Languages
Spanish
Native/ Bilingual
Timeline
Licensed Insurance Producer
Farmers Insurance Agency
06.2018 - 11.2022
Independent Health Insurance Agent
Golden Outlook Insurance Services, Inc
05.2018 - Current
Licensed Insurance Agent
Health Markets
01.2016 - 05.2018
Licensed Insurance Agent
AAA Auto Club South
01.2013 - 01.2016
Inside Sales Specialist
Lowes Home Improvment
01.2000 - 01.2013
Some College (No Degree) -
Saddleback College
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