Wildaedith Lloret

• Assisted clients in selecting appropriate insurance policies to meet individual needs.
• Conducted thorough policy reviews to ensure compliance with regulations and client requirements.
• Educated clients on coverage options, enhancing understanding of policy benefits and limitations.
• Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.
• Upsold additional products and services after identifying customer needs and requirements.
• Developed strong relationships with clients through effective communication and follow-up strategies.

• Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
• Upsold additional products and services after identifying customer needs and requirements.
• Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.

. Managed team’s conversion, adherence and sales sending daily reports to the team to keep them positive at all times.

• Conducted comprehensive needs assessments to identify customer insurance requirements.
• Developed tailored insurance solutions that aligned with client goals and preferences.
• Provided exceptional customer service, addressing inquiries and resolving concerns promptly.
• Educated clients on coverage options, enhancing understanding of complex insurance products.
• Improved client retention rates with thorough follow-ups and proactive communication regarding policy updates or changes.
• Contributed to team success by consistently meeting and surpassing sales targets set by management.

• Sales
• Customer service
• Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.

• Sales
• Document Development
• Marketing
• Quoting
• Promptly resolved all customers request, questions and complaints
• Built relationships with customers and the community to establish long term business growth

• Attended training programs to improve professional knowledge and interpretation skills.
• Maintained strong reputation of efficiency and accuracy, earning numerous recommendations from satisfied clients.
• Video remote interpretation
• Over the phone interpretation
• Worked with management team to implement proper interpretation