Summary
Overview
Work History
Education
Skills
Hobbies
Timeline
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Vanessa Amaya

Newport Beach,California

Summary

Excellent communicator and dependable consultant with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other carriers while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Overview

22
22
years of professional experience

Work History

Insurance Producer

Amaya Insurance Services
11.2009 - Current
  • Provided detailed information about company insurance products.
  • Set up policies and completed all documentation.
  • Adhered to all regulations for insurance sales.
  • Worked in high-volume, competitive sales environment.
  • Provided information on features, policies and relative advantages to promote insurance packages.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Met with Individuals, Families and Small Business clients to discuss needs.
  • Created sources for continuous client referrals within community and with businesses using extensive networking skills.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
  • Maintained high standards of customer service by building relationships with clients.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Obtained underwriting approval by completing application for coverage.
  • Cross-sold insurance products to existing clients to reach sales targets.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Investigated and processed claims swiftly to keep customers satisfied.
  • Developed and implemented marketing strategies to boost sales and increase customer base.
  • Utilized CRM software to manage client relationships.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Educated clients on insurance policies and procedures.
  • Analyzed customer needs to provide customized insurance solutions.
  • Met with customers to provide information about available products and policies.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Conducted annual reviews of existing policies to update information.

Insurance Sales Agent

Proffitt Insurance Services
09.2007 - 11.2009
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Met with prospective clients to discuss insurance needs and provide solutions.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.

Insurance Sales Agent

Tricor Financial Group
07.2006 - 09.2007
  • Generated quotes and proposals for clients to match individual needs.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Followed up promptly with interested clients to close sales.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.

Bank Teller

Union Bank Of California
08.2001 - 07.2006
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Reconciled cash drawer and resolved discrepancies.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.

Education

No Degree - General Education

Mt. San Antonio College
Walnut, CA

High School Diploma -

Baldwin Park High School
Baldwin Park, CA
06.2001

Skills

  • Customer Follow-Up
  • Insurance Requirements
  • Client Needs Analysis
  • Health Insurance Industry Knowledge
  • Professional Relationships
  • Sales Expertise
  • Business Planning
  • Critical Thinking
  • Oral and Writing Communication
  • Creative Solutions
  • Administrative Support

Hobbies

Travel, Scuba Diving, Hiking and Singing

Timeline

Insurance Producer

Amaya Insurance Services
11.2009 - Current

Insurance Sales Agent

Proffitt Insurance Services
09.2007 - 11.2009

Insurance Sales Agent

Tricor Financial Group
07.2006 - 09.2007

Bank Teller

Union Bank Of California
08.2001 - 07.2006

No Degree - General Education

Mt. San Antonio College

High School Diploma -

Baldwin Park High School

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Vanessa Amaya