YESENIA LOZANO
Edinburg,TX
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level customer service position. Ready to help team achieve company goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
22
22
years of professional experience
Work History
Insurance Agent
MORALES INSURANCE SERVICES
10.2001 - Current
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Created detailed reports for management to track performance and sales.
- Obtained underwriting approval by completing application for coverage.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Investigated and processed claims swiftly to keep customers satisfied.
- Analyzed customer needs to provide customized insurance solutions.
- Collected premiums on or before effective date of coverage.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
Notary Public
MORALES INSURANCE SERVICES
10.2001 - Current
- Followed proper protocol when notarizing documents, verifying signatures and dates for compliance.
- Administered oath to document signers to obtain affirmation of truth.
- Checked documents and identifying credentials for all parties.
- Examined documents for accuracy, completion and compliance before notarizing.
Education
High School Diploma -
EDIBURG HIGH SCHOOL
Edinburg, TX05.1998
Skills
- Lead Development
- Client Relations
- Cold Calling
- Customer Service
- Policy Renewals
- Customer Follow-Up
- Account Management
- Property Insurance
- Auto Insurance
- Licensed Insurance Agent
- Quotes and Sales
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Insurance Agent
MORALES INSURANCE SERVICES
10.2001 - Current
Notary Public
MORALES INSURANCE SERVICES
10.2001 - Current
High School Diploma -
EDIBURG HIGH SCHOOL
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