Teresa C Barragan
State Farm - Pedro Einaudi Agency
ELPASO,TX
1
Language
1
Certification
5
years of professional experience
Experienced insurance support professional with a strong background in customer service, client follow-up, and sales support. Skilled in organization, communication, and relationship management to help drive retention and new business. Motivated, enthusiastic, and goal-oriented professional with a positive attitude and a strong desire to succeed. Passionate about taking on new challenges, achieving goals, and continuously growing professionally.
Work History
Insurance Agent Assistant
3 Years 6 Months- Prepared policy paperwork, verified application details, and maintained organized customer records.
- Coordinated appointments, follow-ups, and service tasks to keep agency workflow moving efficiently.
- Provided exceptional customer service by promptly responding to inquiries, resulting in high retention rates.
- Provide outstanding customer service.
- Follow up with clients to build relationships and increase sales.
- Prospect for new clients and generate leads.
- Handled billing and payment updates, resolving routine account issues promptly and professionally.
- Maintained detailed records of client interactions, ensuring all relevant information was accurately documented.
Insurance Agent Assistant
2 Years- Supported insurance quoting, policy changes, and renewal processing with accuracy and consistency.
- Managed client communications, addressing coverage questions and directing inquiries to appropriate agent support.
- Managed office administrative tasks such as filing, data entry, and correspondence management to maintain an organized workspace.
- Completed sales documentation and collected signatures to finalize purchases.
- Identified opportunities to increase sales with existing customers.
- Followed up with clients to maintain relationships and support sales growth.
Education
Some College (No Degree) - Business Administration
Skills
Insurance Product Knowledge
Administrative Support
Sales support
Cross-Selling & Upselling
Client Relationship Management
Sales Follow-Up
Lead generation
Outstanding Customer Service
Time management
Communication skills
Sense of Urgency
Performance Tracking
Certification
- Life Insurance License
- Property & Casualty Insurance License
Languages
Spanish
Native or Bilingual
Timeline
Insurance Agent Assistant
State Farm - Pedro Einaudi Agency
05.2023 - CurrentRead More
Insurance Agent Assistant
Farmers Insurance Agency
05.2021 - 05.2023Read More
The University of Texas At El Paso
Some College (No Degree) from Business Administration
Read More