Sheila Gonzalez
Summary
Insurance Sales professional with proven track record in fostering client relationships and spearheading sales strategies. Known for collaborative approach and delivering consistent results, adapting seamlessly to evolving business needs. Expertise in negotiation and client management, complemented by strong interpersonal skills.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Executive Sales Associate
Comparion Insurance Agency A Liberty Mutual Company
01.2017 - Current
- Leverage sales techniques to prospect and initiate new client acquisitions.
- Meet and surpass monthly goals for new business sales in home, auto, personal liability, motorcycle, pet, and life insurance.
- Quote, sell, and process all documentation in a timely manner.
- Identify cross sell opportunities in existing book of business.
- Develop and implement marketing plans with sales representatives.
- Communicate and coordinate with other departments to ensure customer satisfaction.
- Maintained professional relationship with clients and referral sources
- Strong knowledge of carrier panel, insurance products and industry trends
- Delivered compelling sales presentations that highlighted product benefits and addressed client concerns effectively.
Insurance Rewrite Supervisor
Liberty Mutual Insurance
01.2016 - 01.2017
- Managed 13 licensed rewrite agents.
- Temporary role
Insurance Rewrite Specialist
Liberty Mutual Insurance
01.2014 - 01.2017
- Write personal lines policies for 48 states (Not in HI or AK)
- Met performance measures each year and received high PCM ratings.
- Job Highlight: Team lead, centralized customer follow-up coordinator and handler, escalated customer support, customer email follow up for new business and rewrite requests, supported Spanish rewrite and service calls, and supported training and committee work.
Customer Service Associate
Liberty Mutual Insurance
01.2012 - 01.2014
- Hired as Associate Customer Service Representative in 2012
- Promoted to Customer Service Associate in 2013
- Won Network lead contest 2013
- Awarded Circle of Excellence for 2012 performance
- Promoted to Rewrite
Education
Associate - dental assistant with expanded functions
Ponce Paramedical College
01.2006
Skills
- Pipeline management
- Sales coaching
- CRM proficiency
- Account servicing
- Networking skills
- Business development and planning
Accomplishments
Liberty Leaders
Liberty Life Leaders
Circle of Excellence
Pacesetter
Certification
Property and Casualty- MA, CT
Life and Annuities- MA, CT
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Executive Sales Associate
Comparion Insurance Agency A Liberty Mutual Company
01.2017 - Current
Insurance Rewrite Supervisor
Liberty Mutual Insurance
01.2016 - 01.2017
Insurance Rewrite Specialist
Liberty Mutual Insurance
01.2014 - 01.2017
Customer Service Associate
Liberty Mutual Insurance
01.2012 - 01.2014
Associate - dental assistant with expanded functions
Ponce Paramedical College
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