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Sales Customer Service

Salt Lake City, UT
20 an hour
December 26, 2018

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Olivia Lopez

Associate Agent


• 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-***-****




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


Associate Degree in Business Administration

Glendale Community College

General Studies

John Burroughs High School

Additional Information


Licensed in P&C and Life

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