Vivian Ortiz
Garland,TX
Summary
Knowlegable insurance agent with a strong foundation in insurance sales and client management, dedicated to delivering tailored solutions that meet diverse customer needs. Expertise in policy analysis and exceptional negotiation skills contribute to a proven ability to enhance client satisfaction and retention. Committed to a customer-focused approach, consistently achieving high levels of client loyalty and trust. Results-driven professional with a track fostering long-term relationships.
Overview
9
9
years of professional experience
Work History
Senior Insurance Agent
Pronto Insurance Agency
05.2023 - Current
- Make sure agents know regulations, company policies, and documentation requirements.
- Focus on needs-based selling, objection handling, and building client trust.
- Recommend type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Calculate quotes and educate potential clients on insurance options.
- Generate new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Work closely with other team members to optimize sales strategies and achieve franchise goals.
Sales Agent
AAA Insurance Agency
03.2022 - 05.2023
- Customized insurance programs to suit individual customers.
- Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
- Responded promptly to customer service calls and inquiries from diverse groups of individuals.
- Determined correct products or services to best fit with customer needs.
- Spoke with 30-40 potential customers per day in hopes of expanding customer base.
- Handled policy renewals, amendments, and and cancellations.
- Maintained accurate records of interactions and transactions.
Insurance Sales Agent
Gainsco Auto Insurance
06.2016 - 03.2022
- Generated quotes and proposals for clients to match individual needs.
- Conducted detailed needs assessments for prospective clients, ensuring comprehensive understanding of their insurance requirements.
- Negotiated favorable terms for clients with carriers while maintaining strict adherence to underwriting guidelines.
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Licensed across multiple states, and handled high volume inbound calls.
Education
State License - Insurance
Property And Casualty - Kaplan
Dallas, TX07-2016
High School Diploma - undefined
John F. Kennedy High School
Silver Spring, MD06.2000
Skills
- Needs Analysis
- Objection Handling
- Performance Management
- Training & Development
- Regulatory Compliance
- Data Analysis & Reporting
- Strong salesmanship
- Marketing strategy development
Timeline
Senior Insurance Agent
Pronto Insurance Agency
05.2023 - Current
Sales Agent
AAA Insurance Agency
03.2022 - 05.2023
Insurance Sales Agent
Gainsco Auto Insurance
06.2016 - 03.2022
High School Diploma - undefined
John F. Kennedy High School
State License - Insurance
Property And Casualty - Kaplan
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