Sandra Molina
Cedar Rapids,IA
Summary
With 15 years experience in insurance and office management, I am a dedicated administrative and insurance professional. I'm commited to delivering tailored solutions to meet customers' unique needs. My results-driven approach establishes strong client relationships and ensures consistent quality service. Adaptabile, effective communicator, tech savvy, and customer first approach.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Account Representative
State Farm Insurance
05.2018 - Current
- Develop and maintain relationships with clients to determine best services offered by State Farm, provide education on current policies, promote potential other lines of insurance, and resolve inquiries and concerns
- Manage all voicemail call-backs and incoming calls to best assist client needs, resolve customer conflicts in a polite and courteous manner on the phone or in person
- Set and reach sales goals by month, quarter and year
- Audit and refine office policies, resulting in increased sales and productivity
- Contributed to a positive work environment by collaborating effectively with team members and sharing best practices for enhanced service delivery
- Finalize and carry out bank deposits for office, keep a record of money received, and troubleshoot any payment discrepancies
- Gained proficiency in State Farm ECRM system to aid office staff
- Implemented effective cross-selling strategies, identifying opportunities to expand existing client accounts with additional insurance products
Insurance Office Manager
Farmers Insurance Agency
04.2014 - 05.2018
- Analyzed reports on policyholder trends to identify areas of growth
- Increased agency revenue by implementing effective sales strategies and training programs for staff
- Managed day-to-day operations including staffing schedules, office maintenance, and inventory management.
Skills
- Insurance product knowledge
- Teamwork and Collaboration
- Quotes and sales
- Adaptability and Flexibility
- Property and Casualty Insurance
- Administrative Functions
- New Agent Training
Certification
- Insurance Producer License, Arizona 2011-2024
- Insurance Producer License, Iowa 2024
Timeline
Insurance Account Representative
State Farm Insurance
05.2018 - Current
Insurance Office Manager
Farmers Insurance Agency
04.2014 - 05.2018