San Juanita Perez
McAllen,TX
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Focused and dedicated insurance professional with 30 years of experience providing superior customer service and rates for customer policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs.
Overview
25
25
years of professional experience
Work History
Licensed Insurance Agent
Payless Insurances
Robstown, TX
10.1996 - 12.2021
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
- Provided customers with information regarding plan features, pricing, and availability.
Education
High School Diploma -
Robstown High School
Robstown, TX05.1976
Certificate - Accounting And Business Management
Jobs For Progress
Corpus Christi, TX01.1974
Skills
- Client Relations
- Customer Follow-Up
- Lead Development
- Policy Renewals
- Customer Service
- Policy Writing
- Marketing Management
- Insurance Sales Strategy
- Insurance sales expertise
- Quote information
Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Licensed Insurance Agent
Payless Insurances
10.1996 - 12.2021
High School Diploma -
Robstown High School
Certificate - Accounting And Business Management
Jobs For Progress
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