Summary
Overview
Work History
Skills
Languages
Timeline
Generic

Sandra Lopez

Summary

Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

4
4
years of professional experience

Work History

Insurance Agent

Allstate Insurance Co
06.2023 - 01.2024
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
  • Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Worked closely with other team members to optimize sales strategies and achieve regional goals.
  • Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
  • Cross-sold insurance products to existing clients to reach sales targets.

Sales Representative

T-Mobile
10.2019 - 06.2023
  • Generated additional sales opportunities with upselling and cross-selling techniques.
  • Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.
  • Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.
  • Developed tailored solutions in response to unique customer needs, increasing overall satisfaction rates.
  • Managed customer accounts to secure customer satisfaction and repeat business.
  • Retained excellent client satisfaction ratings through outstanding service delivery.
  • Stocked merchandise, clearly labeling items, and arranging according to size or color.
  • Listened to customer needs and desires to identify and recommend optimal products.
  • Engaged in friendly conversation with customer to better uncover individual needs.
  • Managed efficient cash register operations.
  • Created inviting environment for customers by maintaining store organization and cleanliness.
  • Provided exceptional services and pleasant shopping experiences to retail customers.
  • Developed strong rapport with customers and created positive impression of business.

Skills

  • Customer Service
  • Account Management
  • Policy Writing
  • Upselling
  • Negotiation
  • Licensed Insurance Agent
  • Quotes and Sales
  • Organizational Skills
  • Professionalism and Ethics
  • Problem Solving
  • Teamwork and Collaboration
  • Active Listening
  • Empathy and Compassion
  • Time Management
  • Product Knowledge
  • Conflict Resolution
  • HIPAA Compliance
  • Attention to Detail
  • Computer Literacy
  • Data Entry Accuracy
  • Client Retention

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Insurance Agent

Allstate Insurance Co
06.2023 - 01.2024

Sales Representative

T-Mobile
10.2019 - 06.2023
Sandra Lopez