Summary
Overview
Work History
Education
Skills
Timeline
Generic

Theresa Salazar

Bowling Green,KY

Summary

Personable and dedicated with knack for understanding client needs and delivering tailored solutions. Possesses foundational knowledge in risk assessment and policy management, coupled with strong communication and organizational skills. Committed to providing exceptional service that enhances customer satisfaction and builds lasting relationships.

Overview

3
3
years of professional experience

Work History

Insurance Agent

Aaa Insurance Agency
Bowling Green, KY
01.2023 - Current
  • Built strong relationships with clients through consistent communication and excellent customer service.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Cross-sold insurance products to existing clients to reach sales targets.

Branch Manager

Lendmark Financial
Antioch, TN
08.2021 - 11.2023
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Complied with regulatory guidelines and requirements.
  • Examined customer loan applications for loan approvals and denials.

Education

High School Diploma - Child Development

Webster County High School
Dixon, KY
05.2020

Skills

  • Customer service
  • Licensed insurance agent
  • Professionalism and ethics
  • Policy writing
  • Upselling
  • Marketing strategies
  • Insurance sales strategy
  • Referral pipeline maintenance
  • Data entry
  • Policy Knowledge
  • Property and casualty insurance

Timeline

Insurance Agent

Aaa Insurance Agency
01.2023 - Current

Branch Manager

Lendmark Financial
08.2021 - 11.2023

High School Diploma - Child Development

Webster County High School
Theresa Salazar
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