Bilingual, fluent in English and Spanish, weather and catastrophe insurance adjuster with variety of experience in the insurance industry ranging from customer service, sales and production, claims and settlements, to office management and involvement in small business strategy and marketing. 18+ years of proven experience in the sales and customer service industry. Seeking a position that offers professional challenges utilizing interpersonal skills, excellent time management, and problem solving.
Overview
19
19
years of professional experience
Work History
Weather and Catastrophe Insurance Adjuster
State Farm Insurance Inc
01.2023 - 03.2024
As a deployed claim specialist, traveled throughout the U.S. serving as the first point of contact for policyholders during natural and weather disasters.
Assisted customers throughout entire claims process by inspecting homes and various other properties creating estimates and issuing payments to valued policyholders helping them recover from the unexpected.
Office Manager/Director of Operations
State Farm Insurance, Kent Chapman Agency
09.2005 - 11.2022
Prospected new business by obtaining client referrals, making cold calls, lead databases, and traveling to businesses and homes in the northeast territory.
Quoted and calculated policy premium rates using rate book and CRM Salesforce software.
Built a loyal account base and long-term business relationships with thousands of account holders.
Increased diverse customer relationships and sales by over 50% in less than eight years, earning multiple recognitions as an individual producer in the northeast territory
Provided exceptional customer service, increasing customer loyalty and resulting in continuous word-of-mouth referrals.
Communicated with sales, marketing, and management teams to identify areas for improvement, develop solutions, and improve performance.
Devised new promotional approaches to boost customer numbers and market penetration while enhancing engagement and driving growth.
Conducted weekly sales agent meetings to discuss production reports, best sales practices, and process improvements.
Promoted superior experience by addressing customer concerns, demonstrating empathy, and prompt conflict resolution.
Oversaw day-to-day production activities by following business objectives while adhering to company's procedures, best practices, and workflow.
Analyzed retention, loss ratio trends, and sales volume to recommend areas for improvement.
Proactively identified current market trends and workflows, assisting teammates in developing successful sales techniques in the insurance industry.
Personal Banker
Wells Fargo
08.2013 - 09.2014
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Promoted financial products by maintaining excellent service offering knowledge.
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Networked to increase client base and encourage existing clients to expand financial portfolios.
Insurance Producer at State Farm Insurance, Alleyne Insurance and Financial ServicesInsurance Producer at State Farm Insurance, Alleyne Insurance and Financial Services
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