Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Licensed Insurance Agent
Corrales & Associates LLC
Norman, OK
10.2020 - Current
Maintained accurate records of client information including contact details and policy changes.
Received underwriting approvals after accurately completing applications for insurance coverage.
Performed routine follow-up calls to assess customer satisfaction with products and services.
Sought out new clients and developed clientele by networking to find new customers.
Responded promptly to customer inquiries via phone calls or emails in a professional manner.
Prepared proposals and conducted closing interviews to sell insurance products.
Ensured compliance with all federal, state, local laws and regulations regarding insurance practices.
Provided assistance with billing inquiries, payment processing, and customer service issues.
Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
Processed policy changes, renewals, cancellations, claims and other related paperwork accurately and timely.
Prepared proposals and conducted closing interviews to increase insurance sales.
Delivered individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
Advised clients on their insurance needs and coverage options based on individual requirements.
Provided guidance and support to less experienced agents during onboarding process.
Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
Leasing Consultant
Golden Rule Estates
Lawton, OK
01.2016 - 12.2023
Tracked leads using CRM software and followed up with interested parties.
Checked rental eligibility by following company's verification process.
Greeted potential tenants and provided information about the property.