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
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
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, KY05.2020
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
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