Veronica Delgado Ruiz
Greeley,CO
Summary
- -Insurance Agent with 10+years experience to promote and sell.
- -Manage and coordinate for clients to exceed their expectations.
- -Ability to facilitate multiple projects , Creative , innovative and proactive with
- management skills which has allowed for growth of leadership abilities and customer service.
- -Self-motivated with exceptional communication and computer capabilities.
- -Can bring a passion to create programs and services that deliver value and solve problems,analytical thinker and communicator with a track record in solving issues.
- -10+years experience working within the fast-paced insurance and office environments.
- -I am committed to providing exceptional customer service.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Service Team Member
Main Street Insurance
Pueblo, CO
07.2024 - 03.2025
- Write Insurance policies with multiple insurance companies
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Processed payments received from clients.
- Maintained accurate records of all insurance transactions using EZ lynx making notes and setting tasks.
- Conducted research to identify competitive rates and benefits offered by other providers.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Developed relationships with new clients through cold calling and referrals from existing customers.
Center Manager
Check Into Cash
Parker, CO
01.2020 - 09.2020
- Able to always remain professional and courteous with customers and communicate effectively
- Expand store traffic and optimize profitability, Marketing
- meet sales goals
- Manage all issues that arose from staff or customers
- Bank deposits and withdraws
- high volume cash handling
- Adhered to all company policies and customer confidentiality requirements
- Provided recommendations about short term financial needs
- Debt Collection
- Check cashing transactions / Verify customers information
- Evaluate and process loans
Customer Service Representative
Check Into Cash
Aurora, CO
06.2019 - 09.2020
- Provided financial transactions that best fit our customer’s needs; such as, loan services, money orders, check cashing, or wire transfers
- Performed approved collection activities, maintain customer files and point of sale system, as well as ensure accurate cash controls within the location
- Marketing efforts within the community to build sales and grow our customer base
- Provided a positive customer experience while developing and maintaining strong customer relationships
- Strong organized skills
- Extreme attention to detail and ability to multitask
- Able to work in a fast-paced environment and metric driven environment
Insurance Agent
AllRisk Insurance
Greeley, CO
01.2008 - 10.2018
- Responsible for calculating at the end of the day payments and sales.
- Skilled in assessing the client needs and providing advice on their coverage policies.
- Quick to grasp the knowledge of new insurance products, policies , and their prices
- Experiences in maintain favorable relationships with customers and companies.
- Sales volume, retention and loss ratio trend to identify areas for improvement.
- Analyzed auto policy information to assist policyholders in making informed decisions about changes, updates and/ or questions about their auto policies.
- Calculated quotes and educated potential clients on insurance options.
- Interacted with clients in daily bases to resolve problems and keep their policies up to date.
- Maintained records and files, handling confidential information according regulations and with discreet.
- Reminded customers of payment due date and renewal dates
Skills
- Financial Reporting
- Sales Proficiency
- Customer Service Management
- Sales Tracking
- Performance Improvements
- Revenue Growth
- Finance and Accounting Oversight
- Marketing Strategies
- Microsoft Office, Excel , Fax , Windows , Data Entry , Quickbooks
- Auto Insurance
- Writing Auto Policies
Certification
- Resident Producer: Casualty, Property
Languages
English
Professional
Spanish
Professional
Accomplishments
- Manage own store in 6months
Timeline
Service Team Member
Main Street Insurance
07.2024 - 03.2025
Center Manager
Check Into Cash
01.2020 - 09.2020
Customer Service Representative
Check Into Cash
06.2019 - 09.2020
Insurance Agent
AllRisk Insurance
01.2008 - 10.2018
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