Summary
Overview
Work History
Education
Skills
Languages
Timeline
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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, CA

Skills

  • 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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Alicia Brock