Stefanie Escobedo
San Jose,CA
Summary
Highly skilled Insurance Representative with 20+ years of documented accomplishments driving up revenue, building exceptional customer relationships, and optimizing profits by selling insurance and financial products. Highly effective communicator, resolves customers problems, and ensures customer satisfaction.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Insurance Specialist
State Farm
03.2002 - 12.2024
- Demonstrated expertise in providing tailored insurance coverage that meets the needs of clients.
- Followed up on denials, late payments, extensions and other special circumstances.
- Maintained high standards of customer service by building relationships with clients.
- Maintained a high level of industry expertise through continuous professional development courses and certifications in the field of insurance specialty.
- Researched and resolved routine and complex issues.
- Market, sell, and service insurance products to clients
- Strong sales and negotiation skills
Education
GED -
Calaveras Hills
Milpitas, CASkills
- Microsoft Word and outlook proficient
- Negotiation
- Customer service
- Underwriting expertise
- Client account management
- Policy writing
- Upselling
- Property insurance
- Quotes and sales
- Licensed insurance agent
- Policy renewals
- Auto insurance
- Policy adjustment
- Property examination
- Policy Knowledge
- Billing inquiries
Certification
- Property and Casualty License - California Department of Insurance.
- Ethics and Compliance Certification – Ethical Compliance Training Programs.
- Flood Insurance Certification – Federal Emergency Management Agency (FEMA).
- Customer Service Representative Designation in Property/Casualty or Life/Health – Various Educational Institutions or Programs.
Timeline
Insurance Specialist
State Farm
03.2002 - 12.2024
GED -
Calaveras Hills
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