Sergio Lira
City of Los Angeles,CA
Summary
Driven Licensed Insurance Agent with 5 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals.
Overview
24
24
years of professional experience
Work History
Licensed Insurance Agent
Mutual Of Omaha
Los Angeles, United States
08.2017 - Current
- Calculated quotes and educated potential clients on insurance options.
- Obtained underwriting approval by completing application for coverage.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Provided coverage option information to assist clients in protecting assets.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Upsold additional products and services after identifying customer needs and requirements.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Utilized targeted email campaigns and cold calling to increase revenue.
- Directed clinical support of actuarial, underwriting and claims management in identifying and managing client specific risks and risk trends.
- Exceeded corporate quotas for monthly policy sales.
Head Beach Volleyball Coach
Crescent Beach Volleyball Club
Santa Monica, California
08.2012 - Current
- Worked individually with players when struggling to enhancer confidence and strengthen court skills.
- Motivated athletes to become stronger, more agile and more effective through training habits and proper nutrition.
- Promoted stretching, mobility work and proper form to help athletes safely build strength.
- Implemented exercise programs and training strategies to bolster individual and team performance.
- Demonstrated proper technique for spiking and serving ball at observance of team players.
- Prepared athletes for special competitions and tournaments.
- Stretched, warmed up and completed conditioning exercises properly to reduce injuries.
- Cultivated community and media relations through social media and other communication channels to support program.
- Increased player strength, agility and game skills through successful practices.
National Provider Relations Manager
Med Loan Finance
Overland Park, Kansas
01.2011 - 03.2020
- Fostered strong, positive relationships with key providers by coordinating, facilitating and leading partnership meetings and identifying on-site enrollment opportunities.
- Managed provider relations mailbox by triaging inquiries, facilitating resolution of incoming requests and forwarding requests to appropriate parties.
- Assisted with physician recruitment by identifying specific providers within designated territories, negotiating rates for new physicians and distributing provider agreements, successfully recruiting 10-15 new physicians per month.
- Answered 60-100 provider inquiries per day via email, telephone and written correspondence.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Established team priorities, maintained schedules and monitored performance.
Education
Bachelor of Arts - Psychology
California State University - Northridge
Northridge, CA05.1991
Skills
- Insurance Customization
- Policyholder Communication
- Marketing Strategy Development
- New Agent Training
- Policy Renewals
- Claims Information Gathering
- Professional Relationships
- Policy Feature Explanations
- Vision and Dental Insurance
- Persuasive Negotiations
- Client Prospecting
- Annual Reviews
Accomplishments
Achieved Honors Club Award 2017-2019
Timeline
Licensed Insurance Agent
Mutual Of Omaha
08.2017 - Current
Head Beach Volleyball Coach
Crescent Beach Volleyball Club
08.2012 - Current
National Provider Relations Manager
Med Loan Finance
01.2011 - 03.2020
Bachelor of Arts - Psychology
California State University - Northridge
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