SONIA MENDOZA
Falls Church,VA
Summary
Bilingual (Spanish-English) Insurance Advisor with 18+ years of experience delivering tailored risk solutions across personal lines. Proven ability to drive client retention, strengthen long-term relationships, and increase revenue through strategic policy recommendations. Skilled in policy analysis, cross-selling, and collaborating with underwriters to secure competitive coverage. Recognized for a client-first approach, attention to detail, and consistent service excellence.
Experienced with client relationship management, delivering tailored insurance solutions to meet individual needs. Utilizes risk assessment and policy analysis to provide optimal coverage for clients. Track record of fostering strong client relationships and adapting to industry changes.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Insurance Advisor
Pars Insurance Agency
Fairfax, VA
06.2022 - Current
- Develop and present customized insurance solutions for new and existing clients, aligning coverage with individual risk profiles
- Analyze client needs and recommend appropriate personal and commercial insurance products
- Collaborate with underwriters to secure favorable policy terms and minimize cancellations
- Maintain and strengthen client relationships through proactive communication and ongoing support
- Identify cross-selling opportunities to enhance coverage and increase account value.
Licensed Insurance Agent
State Farm Insurance
McLean, VA
11.2019 - 06.2022
- Conduct comprehensive policy reviews to identify coverage gaps and improve client protection
- Deliver high-quality customer service, contributing to strong client satisfaction and retention
- Maintain accurate documentation of client interactions, policy updates, and compliance requirements
- Educate clients on insurance options, risk exposure, and policy benefits
Account Executive
Griffin Owens Insurance Agency
Falls Church, VA
09.2014 - 11.2019
- Built and maintained referral networks with real estate agents and lending professionals.
- Managed personal insurance portfolios, ensuring appropriate coverage and service.
- Performed detailed policy reviews and recommended strategic coverage adjustments.
- Supported business growth through relationship management and client acquisition.
Customer Service Representative
State Farm
Falls Church, VA
06.2008 - 09.2014
- Delivered front-line customer support, assisting clients with policy inquiries, billing and payments
- Processed policy updates, renewals, and documentation with accuracy and attention to detail.
- Maintained client records and supported agents with administrative and service tasks
- Identified customer needs and referred opportunities for additional insurance products
- Provided professional, responsive service to enhance client satisfaction and retention
Education
High School Diploma -
Fairfax County Public Schools
Associate’s Degree - Criminal Justice
Northern Virginia Community College
Skills
- EZLynx
- Applied Epic
- AMS360
- Microsoft Office Suite
Accomplishments
- Strengthened long-term client relationships, contributing to high retention and repeat business
- Developed referral partnerships that supported consistent pipeline growth
- Delivered tailored insurance solutions aligned with diverse client needs and risk profiles
- Recognized for providing dependable, client-focused service across multiple roles.
Certification
- Life & Health Insurance License
- Property & Casualty Insurance License
Languages
Spanish
Timeline
Senior Insurance Advisor
Pars Insurance Agency
06.2022 - Current
Licensed Insurance Agent
State Farm Insurance
11.2019 - 06.2022
Account Executive
Griffin Owens Insurance Agency
09.2014 - 11.2019
Customer Service Representative
State Farm
06.2008 - 09.2014
Associate’s Degree - Criminal Justice
Northern Virginia Community College
High School Diploma -
Fairfax County Public Schools