Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic
Yadira Renteria

Yadira Renteria

fort stockton,Texas

Summary

Professional Introduction .


Dynamic insurance professional with a proven track record at PGI INSURANCE, excelling in client acquisition and policy analysis. Adept at developing tailored solutions and enhancing customer satisfaction through proactive communication. Strong team leader with expertise in data-driven decision making, driving strategic initiatives that improve retention rates and foster professional growth.

Results-driven Insurance Broker with more than 11 years of business sales and 5 years on commercial auto expertise. Client-focused intermediary with creative insurance solutions to diverse individual and commercial clients, Meticulous conducting thorough policy reviews. Utilizes negotiation and market analysis to secure optimal insurance coverage for clients. Knowledge of regulatory compliance and risk management ensures quality and reliability in all advisory services.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Insurance Broker

PGI INSURANCE
12.2019 - 12.2024
  • Provided administrative support by managing client files and documentation.
  • Collaborated with senior brokers to streamline client onboarding processes.
  • Conducted comprehensive risk assessments to identify coverage gaps and opportunities.
  • Negotiated terms with underwriters to secure favorable policy conditions for clients.
  • Developed tailored commercial insurance solutions to meet client needs.
  • Managed client relationships, ensuring satisfaction and retention through proactive communication.
  • Resolved customer inquiries in English and Spanish, enhancing communication and satisfaction.
  • Developed strategic initiatives to improve customer satisfaction and retention rates.
  • Mentored team members, fostering professional growth and improving overall performance.
  • Analyzed market trends to inform strategic planning and decision-making efforts.

Sales Agent

State Farm
08.2014 - 11.2018
  • Developed strong customer relationships through active listening and tailored solutions.
  • Utilized CRM software to track leads, manage accounts, and enhance sales strategies.
  • Conducted product presentations to educate clients on features and benefits, driving engagement.
  • Coordinated with marketing teams to execute promotional campaigns, increasing brand visibility.
  • Educated clients on policy options, coverage limits, and claim processes to enhance understanding.
  • Reviewed and analyzed client insurance applications for accuracy and completeness.
  • Developed tailored insurance solutions to meet diverse client needs and mitigate risks.
  • Conducted regular policy reviews, identifying opportunities for product upgrades and cost savings.

Insurance Sales Agent

Aflac
12.2013 - 11.2015
  • Resolved customer inquiries in English and Spanish, enhancing communication and satisfaction.
  • Managed high-volume calls while maintaining quality standards and response times.
  • Developed tailored insurance solutions based on client needs and risk assessments.
  • Utilized CRM software to manage client relationships and track sales performance.
  • Trained and mentored new sales agents in best practices and product knowledge.
  • Conducted comprehensive policy reviews to ensure compliance with industry regulations.

Education

High School Diploma -

The Master's Learning Institute
Austin, TX
08-2012

Skills

  • Proactive team player
  • Policy analysis
  • Data-driven decision making
  • Financial planning
  • Sales coaching
  • Client acquisition
  • Sales closing
  • Brand promotion
  • Problem-solving
  • Multitasking Abilities
  • Decision-making
  • Team leadership

Affiliations

ToastMasters International

Certification

Licensed - # 1873698 Property and Casualty , Life, Accident,Health & HMO - State - Texas

Issue Date .12-17-2013 Expiration . 12-31-2025


Licensed - #17140496 Property and Casualty , Life, Accident,Health & HMO - State - New Mexico Issue Date.12-17-2013 Expiration . 12-31-2025


NPN#17140496

Timeline

Insurance Broker

PGI INSURANCE
12.2019 - 12.2024

Sales Agent

State Farm
08.2014 - 11.2018

Insurance Sales Agent

Aflac
12.2013 - 11.2015

High School Diploma -

The Master's Learning Institute

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