Zoey Garcia
Ocala
Summary
Dynamic Multi-Line Insurance Agent with proven expertise at State Farm in driving client satisfaction and retention through personalized insurance solutions. Skilled in negotiation and customer service, I consistently exceeded sales quotas while enhancing client education and engagement. Recognized for building strong relationships and effectively managing diverse insurance portfolios.
Overview
9
9
years of professional experience
Work History
Multi-Line Insurance Agent
State Farm
02.2024 - 05.2025
- Managed a diverse portfolio of personal lines, commercial lines, health, life policies for varied clientele demographics.
- Showcased strong organizational skills in managing multiple priorities, maintaining accurate records and adhering to industry regulations.
- Enhanced client education by delivering informative presentations on insurance topics such as coverage options, risk management strategies, and claims processes.
- Utilized CRM systems effectively to track interactions with clients, monitor policy renewals, and manage sales pipeline activities.
- Expanded client base by actively prospecting and networking to generate leads.
- Increased customer satisfaction by providing personalized insurance solutions tailored to individual needs.
- Attended industry events and conferences to stay informed on the latest trends, regulations, and product offerings.
- Maintained high levels of productivity by consistently meeting or exceeding established sales quotas and performance metrics.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Conducted regular follow-up communication with clients to ensure their satisfaction while identifying additional sales opportunities.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Cross-sold insurance products to existing clients to reach sales targets.
Treatment Coordinator
Smiles and Sonrisas
07.2021 - 01.2024
- Maintained detailed records of patient treatments, ensuring accurate billing and efficient followups.
- Increased case acceptance rates through persuasive presentation of treatment options and benefits.
- Explained treatment choices to patients and helped determine best options.
- Provided exceptional customer service to create a welcoming atmosphere for patients and their families.
- Presented financial arrangements clearly to patients, enabling informed decisions about payment options and timelines.
- Improved patient satisfaction by effectively communicating treatment plans and addressing concerns.
- Organized daily huddles with dental team members to review schedules, discuss potential challenges, and prepare for success throughout the day.
- Researched billing issues, scheduled appointments and verified insurance coverage.
- Laid out potential payment plans for patients.
- Collaborated with insurance companies to secure coverage for necessary treatments, reducing financial burden on patients.
- Educated patients on dental benefits and coordinated proper payment with insurance companies.
- Implemented comprehensive tracking systems to monitor progress towards practice goals related to production levels or revenue targets.
- Streamlined appointment scheduling for increased efficiency and reduced wait times.
- Reduced no-show appointments by implementing a reliable reminder system including phone calls, texts, or emails as preferred by each individual patient.
Customer Retention Specialist
Alorica
04.2016 - 07.2021
- Implemented targeted outreach campaigns to re-engage inactive customers and boost repeat business.
- Reduced churn rate by developing personalized retention strategies for high-risk clients.
- Adhered to appropriate legal scripting when required.
- Championed a company-wide initiative focused on creating a culture of exceptional customer service delivery across all departments.
- Contributed to company growth by upselling additional products and services during support interactions.
- Conducted regular account reviews to identify opportunities for improving customer satisfaction and reducing attrition rates.
- Established strong relationships with key accounts, fostering loyalty and long-term client retention.
- Provided exceptional support for new customers, ensuring seamless onboarding experiences.
- Trained junior team members, boosting overall department performance and service quality levels.
- Met customer call guidelines for service levels, handle time and productivity.
- Educated customers about billing, payment processing and support policies and procedures.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Investigated and resolved customer inquiries and complaints quickly.
- Maintained up-to-date knowledge of product and service changes.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Delivered prompt service to prioritize customer needs.
Education
220 Property And Casualty License - Insurance
Andy Beverly Insurance School
5406 Hoover Blvd STE 10 Tampa, FL 3363412-2024
440 Customer Representative License - Insurance
Andy Beverly Insurance School
5406 Hoover Blvd STE 10 Tampa, FL 3363404-2024
High School Diploma -
MAST Academy For Science And Technology
1220 NW 1st Ave Homestead, FL 3303006-2015
Skills
- Goal oriented
- Insurance sales expertise
- Negotiation and persuasion
- Professional networking
- Customer service
- Licensed insurance agent
- Quotes and sales
- Customer follow-up
- Client needs analysis
- Client relations
- Auto insurance
- Policy renewals
- Leads prospecting
- Marketing strategies
- Email marketing
- Cold calling
- Upselling
- Property insurance
- Client retention
- Policy writing
- Problem-solving
- Time management
- Teamwork and collaboration
- Teamwork
- Attention to detail
- Problem-solving abilities
- Multitasking
- Reliability
- Call center customer service
- Excellent communication
- Critical thinking
- Organizational skills
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Multi-Line Insurance Agent
State Farm
02.2024 - 05.2025
Treatment Coordinator
Smiles and Sonrisas
07.2021 - 01.2024
Customer Retention Specialist
Alorica
04.2016 - 07.2021
220 Property And Casualty License - Insurance
Andy Beverly Insurance School
440 Customer Representative License - Insurance
Andy Beverly Insurance School
High School Diploma -
MAST Academy For Science And Technology
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