Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
5
5
years of professional experience
Work History
Insurance Agent
Insurance Pipeline
12.2023 - Current
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Built strong relationships with clients through consistent communication and excellent customer service.
Expanded client base by actively prospecting for new business opportunities and generating referrals.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Sales Agent
Health Plan One
08.2021 - 12.2023
In charge of quoting and writing policies for prospects
Developed strong relationships with clients through excellent customer service and regular followups.
Increased sales revenue by consistently meeting and exceeding sales targets.
Negotiated contracts with prospective clients, helping to secure long-term business partnerships.
Insurance Agent
ADP Insurance Agency
06.2019 - 08.2021
Serviced workers compensations policies for companies payroll clients on over 39 states.
Submitted endorsements to carriers on behalf of clients request, to increase or decrease coverage.
Reviewed audits for client, went over payroll numbers and explain discrepancies with client.
Communicated via email and phone with clients to answer questions and or concerns.
Education
High School Diploma -
Andress High School
El Paso, TX
05.2003
Skills
Leads Prospecting
Client Retention
Account Management
Regulatory Compliance
Client Needs Analysis
Client Relations
CRM Software
Customer Follow-Up
Customer Service
Health Insurance
Timeline
Insurance Agent
Insurance Pipeline
12.2023 - Current
Sales Agent
Health Plan One
08.2021 - 12.2023
Insurance Agent
ADP Insurance Agency
06.2019 - 08.2021
High School Diploma -
Andress High School
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