Sandra V. Leon
Summary
Self-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.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Insurance Account Representative
State Farm Insurance
- Analyzed customer needs to provide customized insurance solutions.
- Met with customers to provide information about available products and policies.
- Calculated premiums and established payment methods for sales.
- Finalized sales and collected necessary deposits.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Conducted annual reviews of existing policies to update information.
Insurance Account Representative
Joline Banks Agency
09.2017 - Current
Insurance Account Representative
Mark Murray's Agency
05.2003 - 07.2017
Insurance Account Representative
Ryan Allman's Agency
04.2000 - 01.2002
Insurance Account Representative
Horace Nevarez Agency
11.1997 - 05.2000
Insurance Account Representative
Sam Limones Agency
11.1990 - 10.1997
Education
High school Diploma -
Fremont High School
Oakland, CA01.1990
Skills
- Organized
- Dedicated
- Loyal
- Dependable
- Punctual
- Teamwork
- Responsible
- Computer Skills/Typing
- Over 25 years of customer service
- Necho System
- ABS
- Enterprise Applications
- Microsoft
- Outlook
- ECRM/Workday
- Customer Billing
- Client Needs Analysis
- Policyholder Communication
- Claims Information Gathering
Certification
- State Farm Bank Certified
- Fire & Casualty License - #0D64403
- Life & Health Licensed - #0D64403
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Insurance Account Representative
Joline Banks Agency
09.2017 - Current
Insurance Account Representative
Mark Murray's Agency
05.2003 - 07.2017
Insurance Account Representative
Ryan Allman's Agency
04.2000 - 01.2002
Insurance Account Representative
Horace Nevarez Agency
11.1997 - 05.2000
Insurance Account Representative
Sam Limones Agency
11.1990 - 10.1997
High school Diploma -
Fremont High School
Insurance Account Representative
State Farm Insurance
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