Tanya Ulloa
Banning,CA
Summary
Talented Customer Service Professional with 18 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive goals or tasks at hand in a timely matter.
Overview
18
18
years of professional experience
Work History
Insurance Sales Agent
GEICO-William Griffin Insurance Agency Inc
03.2022 - 07.2022
- Met with prospective clients to discuss insurance needs and provide solutions.
- Registered customer information on database to enable tracking history and maintain accurate records.
- Developed sales strategies to increase sales of insurance policies.
- Developed strong referral network in community to raise awareness and increase sales opportunities.
SENIOR SALES INSURANCE SPECIALIST
USAA Insurance
01.2018 - 12.2021
- Generated quotes and proposals for clients to match individual needs.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Followed up promptly with interested clients to close sales.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
Insurance Agent Sales & Customer Service
Freeway Insurance Services, Inc
08.2022 - 08.2023
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Responded to customer calls and emails to answer questions about products and services.
- Demonstrated high attention to detail, organization and management of multiple tasks and projects simultaneously.
- Evaluated customer information to explore issues, develop potential solutions, and maintain high-quality service.
Assistant Manager of Operations
Bank of America, FCOM
07.2013 - 04.2017
- Taught employees how to collaborate on daily job tasks and achieve service targets.
- Coordinated with General Manager in different operational issues and promotional activities.
- Introduced new methods, practices, and systems to reduce turnaround time.
- Spearheaded daily staff meetings to identify improvement strategies, discuss policy updates, and facilitate open communication.
SPECIALIST SUPERVISOR -NATIONAL SUPPORT SPECIALIST
Bank Of America
08.2005 - 07.2013
- Facilitated Property & Casualty member experience by answering inbound/outbound phone calls, facilitated team meetings, and regularly performed one on one peer coaching
- Applied proficient knowledge of personal lines of insurance to assist members with moderately complex quotes, binding new business, rating, policy billing, payments, underwriting, contract and coverage provisions, and premium changes for insurance products and services
- Effectively operated in a contact center environment and navigated multiple systems and programs while maintaining member engaged
- Excellent at de-escalating an upset member and providing empathy
Education
Bachelor of Arts - Public Relations
California State University - Fresno
Fresno, CASkills
- Spanish Interpretation
- Strong Telephone Etiquette
- Accurate Recordkeeping
- Train Employees
- Sales Activities
- Information Confidentiality
- Verbal and Written Communication
- Sell Products
- Schedule Preparation
- Coaching and Mentoring
- Calendar Management
- Email Correspondence
- Document Control
Languages
Spanish
Full Professional
Timeline
Insurance Agent Sales & Customer Service
Freeway Insurance Services, Inc
08.2022 - 08.2023
Insurance Sales Agent
GEICO-William Griffin Insurance Agency Inc
03.2022 - 07.2022
SENIOR SALES INSURANCE SPECIALIST
USAA Insurance
01.2018 - 12.2021
Assistant Manager of Operations
Bank of America, FCOM
07.2013 - 04.2017
SPECIALIST SUPERVISOR -NATIONAL SUPPORT SPECIALIST
Bank Of America
08.2005 - 07.2013
Bachelor of Arts - Public Relations
California State University - Fresno
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