Veronica Avalos
San Jose,CA
Summary
Reliable, Dependable and Resourceful team player with extensive background in Insurance Sales and Service. With a proven ability to rapidly build trust-based relationships with customers and colleagues; a strong work ethic and determination to succeed.
Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Self-discipline working remote, ability to multi task and prioritize while maintaining effective communication and organization.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Insurance Agent
Comparion Ins Agency, A Liberty Mutual Company
San Jose, CA
10.2007 - Current
- Generate leads through cold calling, networking, referrals, and other marketing initiatives.
- Analyze customer needs and provide best options, upselling products and services.
- Develop appropriate quotes based on risk information.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Achieve repeat business and referrals through personalized services.
- Provide excellent service and attention to customers when face-to-face or through phone conversations.
- Display strong telephone etiquette, effectively handling difficult calls.
- Pursue continued professional development through insurance workshops, course and webinars.
- Work successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Office Manager
San Jose Meridian Insurance
San Jose, CA
2005 - 10.2007
- Managed a small personal and commercial lines insurance agency
- Provided Sales Quotes, Customer Service, Endorsements and Claim Reporting services.
- Reviewed contracts for accuracy prior to signing off on behalf of the company.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Identified needs of customers promptly and efficiently.
- Managed account receivable and payable for the agency
Sales Representative
Campus Insurance Services
San Jose, CA
2000 - 2005
- Identified customer needs to deliver relevant product solutions and promotions and meet target budgets.
- Adhered to established policies and procedures when handling customer accounts.
- Presented products and services to prospective and existing customers to meet client needs.
- Performed regular follow-ups with prospects to close deals in a timely manner.
- Researched complex underwriting issues and provided solutions for customers' satisfaction.
- Responded promptly to customer inquiries via phone calls or emails in a professional manner.
- Identified opportunities for cross-selling additional policies or services to existing customers.
- Achieved repeat business and referrals through personalized services.
- Provided assistance with billing inquiries, payment processing, and customer service issues.
- Contacted underwriters and submitted forms to obtain binder coverage.
Sales Representative
San Jose Meridian Insurance
San Jose, CA
1997 - 2000
- Generated new business through cold-calling, networking, referrals, and other lead sources.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Conducted needs analysis for customers to determine appropriate insurance coverage.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Negotiated with potential customers to close deals in a timely manner.
- Achieved repeat business and referrals through personalized services.
- Contacted underwriters and submitted forms to obtain binder coverage.
Administrative Assistant
RVIS Insurance Agency
San Jose, CA
1995 - 1997
- Assisted with the preparation of documents such as applications, endorsements, renewals and cancellations.
- Filed and submitted insurance claims.
- Organized client files according to company protocol ensuring accuracy of records at all times.
- Collaborated with colleagues across various departments in order to ensure smooth workflow throughout the organization.
- Performed data entry into multiple systems using accurate spelling and grammar while following established procedures.
- Completed day-to-day duties accurately and efficiently.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Displayed strong telephone etiquette, effectively handling difficult calls.
Skills
- New Business Development
- Customer Needs Assessment
- Asset Protection Expertise
- Account Retention
- Carrier Relations
- Consultative Sales Techniques
- Proposal Preparation
- Lead Prospecting
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Certification
- Property & Casualty Licensed
- Life Licensed
References
References available upon request.
Timeline
Insurance Agent
Comparion Ins Agency, A Liberty Mutual Company
10.2007 - Current
Office Manager
San Jose Meridian Insurance
2005 - 10.2007
Sales Representative
Campus Insurance Services
2000 - 2005
Sales Representative
San Jose Meridian Insurance
1997 - 2000
Administrative Assistant
RVIS Insurance Agency
1995 - 1997
- Property & Casualty Licensed
- Life Licensed
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