Silvia Martinez
Lockport,IL
Summary
Proven track record in enhancing client satisfaction and expanding client bases, notably at State Farm Agency, through expert insurance product knowledge and exceptional relationship-building skills. Achieved significant business growth by leveraging sales expertise and Spanish fluency, ensuring compliance and fostering long-term client loyalty. Competitive Insurance Producer versed in communicating with clients to discuss policy options, overcome objections and close deals.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Sales Representative-Life & P&C Insurance Producer
State Farm Agency
2023.12 - Current
- Conducted thorough needs assessments for prospective clients, identifying gaps in their current coverage plans.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Adhered to all regulations for insurance sales.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
- Conducted regular follow-ups with existing clients to review coverage needs and suggest appropriate adjustments.
- Implemented marketing strategies to generate new leads and expand the client base.
- Developed strong relationships with clients, fostering trust and loyalty for long-term business growth.
- Educated clients on complex insurance concepts using clear language, increasing comprehension levels.
Realtor
Realtopia Real Estate
2020.11 - 2024.04
- Coordinated various aspects of real estate transactions such as inspections, appraisals, and financing arrangements, minimizing delays and challenges for clients.
- Built lasting relationships with clients through excellent communication, personalized service, and dedication to their needs.
- Developed strong knowledge of local market conditions, allowing for accurate pricing strategies and targeted marketing efforts.
- Enhanced client satisfaction with diligent follow-up after closing, ensuring a positive experience overall.
- Delivered exceptional customer service by addressing client concerns promptly and professionally throughout the entire transaction process.
- Streamlined contract negotiations by meticulously reviewing documents and communicating clearly with all involved parties.
- Ensured compliance with federal/state laws regulating real estate transactions.
- Wrote contracts to outline sales and purchases of properties.
Dispatch & Customer Service Representative
Boyer Rosene
2018.08 - 2020.02
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft.
- Maintained payroll information by calculating, collecting, and entering data.
- Verified timekeeping records and handled any discrepancies with employees.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
Mortgage Loan Processor
First Bank
2014.02 - 2018.07
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Communicated with originator and applicant concerning progress of loan file.
- Developed strong working relationships with real estate agents, further expanding referral networks for the company.
- Contributed to business growth through diligent work on complex loan applications that resulted in successful closings.
- Enhanced client satisfaction by providing timely updates on their mortgage loan status and addressing concerns promptly.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Mortgage Loan Processor
Midamerican Bank
2008.05 - 2014.02
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
- Handled any conditions sent from underwriting departments.
- Prepared file for final clear-to-close by branch management.
- Maintained accurate records of loan processing activities and documents in CRM system.
- Coordinated closing process with attorneys, title companies, and government clerks.
- Received on-going, comprehensive training on home loan products and mortgage process.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
Education
High School Diploma -
Cosmopolitan Prep
Chicago, IL05.1993
Skills
- Insurance product knowledge
- Relationship Building
- Policy analysis
- Sales expertise
- Spanish Fluency
- Claims Handling
- Customer Service
- Licensed Insurance Agent
- Quotes and sales
- Customer follow-up
- Client Relations
Certification
Auto/Home & Life Insurance License
Languages
Spanish
Full Professional
Timeline
Sales Representative-Life & P&C Insurance Producer
State Farm Agency
2023.12 - Current
Realtor
Realtopia Real Estate
2020.11 - 2024.04
Dispatch & Customer Service Representative
Boyer Rosene
2018.08 - 2020.02
Mortgage Loan Processor
First Bank
2014.02 - 2018.07
Mortgage Loan Processor
Midamerican Bank
2008.05 - 2014.02
High School Diploma -
Cosmopolitan Prep
Auto/Home & Life Insurance License
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