Sylvia Regalado
Progressive Insurance
Falfurrias,TX
1
Language
1
Certification
33
years of professional experience
A grounded and solution-oriented individual with a wide variety of skills and experiences and great work ethic. I am passionate about Progressive and our core values. I possess an open-mind, and I am a quick learner with strong technical knowledge.
Work History
Sales Consultant
5 Years 7 Months- Pinnacle Status since 2021
- Provided tailored quotes to customers by analyzing needs and recommending appropriate coverages.
- Obtained licenses in all states to provide insurance services.
- Proficiently use KMS and Pro Link to stay abreast of changing procedures and processes and guidelines.
- Developed sales tracking system to monitor daily sales and call volume for improved team performance.
- Conducted meeting on coaching aspects in Team meetings.
- Fostered an inclusive team environment through active support and availability to assist team members.
- Proficiently uses KMS and Pro Link to stay abreast of changing procedures and processes and guidelines.
Licensed Producer (Manager)
18 Years- Managed personal and commercial lines, including Personal & Commercial Auto, Workman’s Compensation, General Liability, and Professional Liability Small Business Insurance.
- Oversaw daily operations of employees to ensure efficient workflow.
- Collaborated with company executives to evaluate and present insurance products and options tailored to client needs.
- Provided written reports regarding company and employee performances.
- Customize insurance programs to fit customer needs both personal and business.
- Supervised customer service representatives and provided updates on changes, training employees on new products and software.
Sales & Customer Service
3 Years- Explained terms and conditions of policies to clients, ensuring understanding and compliance
- Reviewed sales records to identify necessary adjustments for improved performance
- Sold insurance covers to new customers and upgraded policies for existing members, enhancing customer satisfaction
- Presenting claims to insurance benefits for various cases
Sales, Customer Service, and Auto Adjuster
6 Years- Developed tailored insurance proposals to meet client needs
- Creating insurance proposals
- Responding to referrals quickly and effectively
- Addressed customer inquiries regarding coverages to ensure understanding and satisfaction
- Investigated auto accident claims and negotiated settlements to achieve fair resolutions
Education
Diploma
Associates in Applied Science - Legal Technology
Bachelor of Arts - General Studies
Skills
Mentors team members to reach PSP qualifications.
Professional in workplace diversity
Proficient in Progressive Sales Philosophy which includes probing customers for risk acceptability and rate accuracy.
Familiar with computer programs related to insurance regulations and underwriting guidelines.
Enhanced math skills in areas such as calculation of premiums
Extensive work experience & flexible work schedule
Bilingual (Spanish)
Experienced in preparing learning materials for House of Holmes Team
Actively facilitates questions (PSP) on Team chats to create learning engagement and comprehension.
Identifies performance trends for leadership by providing a monthly spread sheet with team sales numbers.
Participates in ongoing learning experiences to maintain current
up to date and relevant skills.
Willing and able to work assigned schedule subject to Progressive's flexible schedule policies and practices
Certification
License (certifications) - General Lines / Property & Casualty
Languages
Spanish
Timeline
Sales Consultant
Progressive Insurance
01.2021 - CurrentRead More
Licensed Producer (Manager)
Lujan Insurance
01.2003 - 01.2021Read More
Sales & Customer Service
Liberty Mutual
01.2000 - 01.2003Read More
Sales, Customer Service, and Auto Adjuster
Progressive Insurance
01.1994 - 01.2000Read More
Southern New Hampshire University
Bachelor of Arts from General Studies
Read More
Houston Community College
Associates in Applied Science from Legal Technology
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HM King High School
Diploma
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