Summary
Overview
Work History
Education
Skills
Timeline
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Shellie Renteria

Insurance and sales
Yakima ,WA

Summary

Proven Insurance Agent with a strong track record at Farmers Insurance Company, showcasing expertise in Policy Knowledge and exceptional Client Relations. Leveraged professionalism and ethics to boost client retention and satisfaction. Achieved a notable increase in sales, demonstrating a results-driven approach and a commitment to excellence in customer service.

Overview

24
24
years of professional experience

Work History

Insurance Agent / Owner

PNW Yakima Insurance LLC.
01.2019 - Current
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Maintained high standards of customer service by building relationships with clients.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurance related .
  • Resolved complex claims issues, advocating on behalf of clients to ensure fair settlements.
  • Customized insurance packages to client needs, enhancing customer satisfaction and loyalty.
  • Educated clients on insurance policies and procedures.
  • Met with customers to provide information about available products and policies.
  • Calculated premiums and established payment methods for sales.
  • Monitored customer feedback and identified areas of improvement.
  • Managed day-to-day business operations.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Fostered strong relationships with clients to boost retention rates, conducting regular feedback sessions.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.

Insurance Producer

Farmers Insurance Company
10.2014 - 11.2018
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
  • Adhered to all regulations for insurance sales.
  • Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
  • Provided detailed information about company insurance products.
  • Worked in high-volume, competitive sales environment.
  • Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments.
  • Boosted policy sales through effective communication of product benefits and features.
  • Coordinated claim processing between clients and carriers, facilitating timely resolution of disputes and ensuring fair settlements for all parties involved.
  • Streamlined the application process for clients, simplifying paperwork and reducing wait times for approval.
  • Enhanced referral network by building strong relationships with other industry professionals such as mortgage brokers and financial advisors.
  • Managed a high volume of daily tasks while maintaining a focus on providing quality customer service.
  • Organized office paperwork efficiently, resulting in easier access to important documents when needed.
  • Provided information on features, policies and relative advantages to promote insurance packages.
  • Improved cross-selling strategy by analyzing existing client portfolios for potential upsell opportunities.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Maintained high standards of customer service by building relationships with clients.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Set up policies and completed all documentation.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Met with customers to provide information about available products and policies.
  • Collected premiums on or before effective date of coverage.
  • Educated clients on insurance policies and procedures.
  • Analyzed customer needs to provide customized insurance solutions.
  • Calculated premiums and established payment methods for sales.
  • Finalized sales and collected necessary deposits.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Conducted annual reviews of existing policies to update information.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Monitored customer feedback and identified areas of improvement.

Clear Choice Insurance

Will Gaethle
06.2012 - 09.2014
  • Ensured timely follow-up with clients after initial consultations, addressing any questions or concerns promptly while solidifying trust in our services.
  • Developed strong relationships with community organizations, increasing referral rates for potential clients seeking assistance.
  • Reinforced client trust in our services by maintaining a professional demeanor and consistently prioritizing their needs during all interactions.
  • Streamlined client intake process by implementing an organized system for documenting relevant information accurately and efficiently.
  • Reduced wait times for appointments by coordinating schedules effectively among counselors based on availability and client preferences.
  • Increased customer retention rates by offering empathetic and efficient resolution to concerns and inquiries.
  • Cultivated a supportive environment that fostered open communication between counselors and clients throughout all stages of the decision-making process.
  • Managed confidential client records meticulously, safeguarding sensitive personal information in compliance with privacy regulations.
  • Trained new choice counselors on company policies and procedures, equipping them with the necessary knowledge and skills to provide exceptional client support.

Senior Sales Rep for Whirlpool

Whirlpool Appliances
05.2005 - 07.2010
  • Increased sales revenue by building and maintaining strong relationships with key clients.
  • Developed exceptional interpersonal, speaking, and listening skills from talking with both customers and upper management.
  • Continually navigated issues and solved complex strategy problems affecting sales growth and business direction.
  • Identified customer needs by asking appropriate, open-ended questions.
  • Created compelling proposals that showcased unique selling points of company products or services.
  • Mentored junior sales representatives, improving overall team performance and productivity.
  • Achieved a consistent record of exceeding quotas by effectively managing time, prioritizing tasks, cultivating a vast network of contacts within the industry.
  • Increased customer satisfaction ratings by successfully resolving challenges.
  • Managed a portfolio of high-profile accounts, delivering exceptional levels of customer satisfaction and account retention.
  • Overcame various obstacles and closed sales on tough deals using strong negotiation and persuasion skills.
  • Exceeded sales targets consistently by implementing effective sales strategies and techniques.
  • Acknowledged for achieving [Number]% increase in sales.
  • Became overall sales leader by surpassing sales goals by [Number]% across multiple platforms.
  • Used [Software] to maintain company database with essential account and sales information.
  • Attained top-ranking sales performance among peers through persistence, resilience, and strong prospecting skills.
  • Kept detailed records of daily activities through online customer database.
  • Recorded accurate and efficient records in customer database.
  • Contributed to team objectives in fast-paced environment.
  • Attended monthly sales meetings and quarterly sales trainings.
  • Consulted with businesses to supply accurate product and service information.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Developed and maintained strong working relationships with professionals within assigned territory.
  • Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
  • Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
  • Monitored service after sale and implemented quick and effective problem resolutions.
  • Presented professional image consistent with company's brand values.
  • Achieved or exceeded company-defined sales quotas.

Call Center Representative and Manager Position

Trendwest/WorldMark Resorts
02.2001 - 10.2005
  • Managed high call volumes while providing exceptional customer support and maintaining professional composure.
  • Handled escalated calls professionally, effectively resolving complex issues and ensuring client satisfaction at all times.
  • Mastered multiple software systems for seamless navigation during calls, improving efficiency and reducing hold times for customers.
  • Enhanced customer satisfaction by efficiently addressing and resolving inquiries in a timely manner.
  • Developed rapport with customers through empathetic listening skills, creating positive experiences even during difficult conversations.
  • Maintained detailed records of customer interactions, streamlining communication efforts between various departments.
  • Participated in ongoing training and development, staying current on company policies, products, and procedures to deliver accurate information to customers.
  • Delivered consistent top-notch performance under pressure during peak calling hours or challenging situations.
  • Exceeded monthly performance metrics consistently, contributing to the success of the call center operations.
  • Provided personalized assistance to clients, fostering strong relationships and promoting brand loyalty.
  • Collaborated with team members to share best practices and improve overall team performance in meeting targets.
  • Mentored new hires as they navigated our systems and protocols, fostering teamwork within the call center.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Maintained up-to-date knowledge of product and service changes.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
  • Promptly responded to inquiries and requests from prospective customers.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Followed-through on all critical inter-departmental escalations to increase customer retention rates.
  • Implemented and developed customer service training processes.
  • Trained staff on operating procedures and company services.
  • Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.

Education

High School Diploma -

Eisenhower High School
Yakima, WA
06.1981

Skills

  • Customer Service
  • Licensed Insurance Agent
  • Professionalism and Ethics
  • Quotes and sales
  • Customer follow-up
  • Client Relations
  • Auto insurance
  • Policy Knowledge
  • Client Retention
  • Policy writing
  • Upselling
  • Billing Procedures
  • Policyholder Communication
  • Property and Casualty Insurance
  • Insurance Policy Sales
  • Insurance Eligibility
  • Customer Billing
  • Customer Complaint Resolution
  • Licensing Requirements

Timeline

Insurance Agent / Owner

PNW Yakima Insurance LLC.
01.2019 - Current

Insurance Producer

Farmers Insurance Company
10.2014 - 11.2018

Clear Choice Insurance

Will Gaethle
06.2012 - 09.2014

Senior Sales Rep for Whirlpool

Whirlpool Appliances
05.2005 - 07.2010

Call Center Representative and Manager Position

Trendwest/WorldMark Resorts
02.2001 - 10.2005

High School Diploma -

Eisenhower High School

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Shellie Renteria Insurance and sales