Wanda Lopez
Lynn,MA
Overview
3
3
years of professional experience
1
1
Certification
Work History
Insurance Account Manager
John M. Biggio Insurance Agency
02.2023 - Current
- Negotiating renewals for existing customers, Review policies, Manage expiration lists, Managing claims, Resolve customer complaints and disputes, Underwriting
- Proactively identified upselling opportunities within existing accounts, resulting in expanded coverage for clients and increased revenue for the agency.
- Developed long-lasting relationships with clients to foster trust, loyalty, and a deep understanding of their insurance needs.
Licensed Insurance Sales Agent
Other
06.2022 - Current
- Achieve and exceed on new business production goals and objectives as established, Solicit for new business via telephone, networking, and other lead sources, Ask each customer for referrals and explain our referral program, Maintain knowledge of new products, Create client relationships with new and existing customers, Create relationships from a cold
- Increased client satisfaction by providing personalized insurance consultations and recommendations.
- Built long-lasting relationships with clients through excellent communication and attentive service.
- Collaborated with underwriters to tailor policies that met clients'' specific needs and requirements.
Licensed Sales Producer - P&C
Allstate Insurance- office closed
02.2022 - 06.2022
- Achieve and exceed on new business production goals and objectives as established, Solicit for new business via telephone, networking, and other lead sources, Ask each customer for referrals and explain our referral program, Maintain knowledge of new products, Create client relationships with new and existing customers, Create relationships from a cold start and be able to handle customer rejection
Processing Coordinator
Total Mortgage Services, LLC
10.2020 - 02.2022
- Data Entry, Phone interviews, Request loan docs, Verify Credit, employment, Support loan officer, Clerical duties, Receptionist work, Translate
Education
GED -
SCALE
Somerville11.2001
Skills
- Customer Service
- Multi-Line Phone System
- Data Entry
- Computer Literacy
- Translation
- Office Management
- Property Management
- Property Leasing
- Process Improvement
- Employee relations
- Conflict Management
- Hotel experience
- Guest services
- Administrative experience
- Insurance Sales
Certification
- Driver's License
- TIPS Certified
- P&C Insurance Producer License
- Property & Casualty License - MA & RI
Languages
Spanish
Native or Bilingual
Software
Yardi
CRM Software
Microsoft Office, Excel, Word
Timeline
Insurance Account Manager
John M. Biggio Insurance Agency
02.2023 - Current
Licensed Insurance Sales Agent
Other
06.2022 - Current
Licensed Sales Producer - P&C
Allstate Insurance- office closed
02.2022 - 06.2022
Processing Coordinator
Total Mortgage Services, LLC
10.2020 - 02.2022
GED -
SCALE
- Driver's License
- TIPS Certified
- P&C Insurance Producer License
- Property & Casualty License - MA & RI
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