Olivia Lopez
Associate Agent
ac71t6@r.postjobfree.com
• Licensed P&C agent offering 12 years in automobile, home and life insurance and a record of success in retaining and growing customer base.
• Personable Insurance agent motivated to build customer by following warm and cold leads.
• Possesses exceptional team building and communication skills.
• Very knowledgeable in emerging coverage competency, exclusions and endorsed enhancement. Contact Phone No. 818-***-****
EMAIL:
ac71t6@r.postjobfree.com
OLIVIA LOPEZ
P&C LICENSE AGENT AND LIFE AGENT
Work Experience
Associate Agent
State Farms Insurance - La Crescenta, CA
March 2015 to September 2018
Closed an average of 85% new sales per week.
Calculated premiums and established payment that include broker fees methods for sales.
Identified and solicited sales prospects in agency databases.
Met with an average of 15-20 walk-in policyholders to address and resolve complaints.
Evaluated leads obtained through direct referrals, lead databases and cold calling.
Met with 80 existing and prospective clients each week to select appropriate insurance policies.
Modeled exceptional customer service skills and appropriate diagnostic sales techniques. Office Representative
State Farms Insurance - La Canada Flintridge, CA
April 2012 to September 2015
Contributed ideas and offered constructive feedback at weekly sales and training meetings.
Tracked the progress of all outstanding insurance claims.
Finalized sales and collected necessary deposits.
Collected all premiums on or before effective date of coverage.
Negotiated new and renewal production goals with business development manager.
Calculated quotes and educated potential clients on insurance options.
Evaluated the accuracy and quality of data entered into the agency management system.
Mentored 3 entry-level brokers.
Conducted annual reviews of existing policies to update information.
Implemented improvements in manual and electronic billing procedures.
Tracked the progress of all outstanding insurance claims.
Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
Property insurance Computer- savvy
Home and recreational insurance sales Analytical
Underwriting knowledge MS Office/Excel
Policy coverage expert Prospecting
Education
Associate Degree in Business Administration
Glendale Community College
General Studies
John Burroughs High School
Additional Information
SKILLS
Licensed in P&C and Life