Insurance Sales
Resume:
Elizabeth Navarro
************@*****.*** Cell 702-***-****
N .Las Vegas, NV 89030
Objective
To obtain a position that utilizes the skills and knowledge I have acquired in customer
service. A dedicated business professional with versatile knowledge of serving the public
and assisting in the day-to-day operations required to run a business smoothly and
efficiently.
Experience
American National Insurance Company August 2014 to Present
• Developing base for long-term sources of clients by using referrals, occupational, and special-interest
groups to compile lists of prospects.
• Approaching potential clients by utilizing mailings and phone solicitation; making presentations to
groups at company-sponsored gatherings; speaking publicly to community groups on the subject of
financial well-being.
• Determining clients’ particular needs and financial situations by scheduling fact-finding appointments;
determining extent of present coverage and investments; ascertaining long-term goals.
• Developing a coordinated protection plan by calculating and quoting rates for immediate coverage
action and long-term strategy implementation.
• Obtaining underwriting approval by completing application for coverage.
• Completing coverage by delivering policy; planning future follow-up visits and evaluations of needs.
• Providing continuing service by providing direct deposit forms; processing changes in beneficiary and
policy loan applications.
• Filing documents, scanning, faxing, coping, emailing, updating DMV, Mortgage companies, and
notating every conversation with client to clients file.
• Gathering all information needed to file a claim.
Allstate Insurance Sales Producer October 2013 to June 2014
• Advising clients according to their insurance needs.
• Writing new policies.
• Processing Payments.
• Explaining premium adjustments.
• Policy/Portfolio reviews.
• Processing policy endorsements.
• Submitting evidence of insurance to attorneys, banks, and dealerships.
• Developing new financial services opportunities.
• Asking each customer for referrals and explain our referral program.
• Treating each client as a cross-sell and up-sell opportunity including financial products
Maintain knowledge of new and existing product.
Haines and Krieger Attorneys at Law March 2011 to March 2013
• Answer all incoming calls, transferring and sending emails to appropriate attorney and/or
paralegal.
• Notating each conversation with client to clients file.
• Setting up appointments on calendar in Appointment-Plus and confirming upcoming
appointments.
• Receiving all documents from clients and scanning docs to their file in alphabetical order.
• Providing new clients with information needed to proceed with case filing.
• Taking payments methods cash, checks, debit cards and credit cards.
• Notarizing document
Mad Dog Heavy Equipment December 2006 to February
2011
Answer all calls, write messages or emails to appropriate people.
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Filing for all field projects and office, including account payable and receivable.
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All office copying, faxing and general office management, including organizing and ordering
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all office supplies.
Maintain equipment logs for all construction projects.
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Gather and obtain proper insurance certificate and calendar all expiration dates.
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Set up all new job folders for office and field.
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Handle the pick u and return of all plans and specifications.
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Assist in keeping the office clean and organized.
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Enter accounts payable into QuickBooks Pro.
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Gathering all invoices for payment and reviewing for proper approvals.
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Review and correct all statements forward to the firm.
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Fax all estimates on project bidding and confirmed receipt via telephone.
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Meet with new employees to review new hire packages, copy and set up new file.
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Meet with field hands to gather and review information from the field, file and follow
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through with information received.
Top Spot April 2005 to August 2005
• Took orders at a very busy restaurant.
• Checked out customers paying their bills, including handle money and running the cash register.
• Clean and organize the entryway, receptionist area, tables, bathrooms, cash register and kitchen areas.
• Kept a running list and ordered all kitchen supplies needed, including food, utensils and paper products.
Education
Nevada School of Insurance August 2013 and June 2014
Obtained diploma and license in property, casualty, health, life, and annuities insurance. Currently as an agent with
American National Insurance Company. Learning and practicing more in the insurance field.
Cedar High School Sept 2003 - June 2006
Elizabeth Navarro
Resume, Page 2
Skills & Programs Used
I am proficient in Microsoft Office Word 2013, Excel 2013, Outlook 2013, Publisher 2013, PowerPoint 2013, accounts
payable portion of OuickBooks Pro and working with a five-line digital phone system. As an insurance agent I have
learned Prospecting Skills, Meeting Sales Goals, and Motivation for Sales, Selling to Customer Needs, Client
Relationships, People Skills, Product Knowledge, General Math Skills, Organization, Dependability, Reporting Skills,
Administrative Writing Skills, Managing Processes, Organization, Analyzing Information, Professionalism, Problem
Solving, Supply Management, Inventory Control, and Verbal Communication.,
About Me
It was a blessing working with my previous employers, I gained experience, knowledge and made lots of
friends. I would like an opportunity with a company that allows me to use my knowledge, my eager to learn, my will
to help others and to achieve a mutual beneficial relationship. The most valuable thing in my life are my daughters and
I am proud to be their mother.
References:
Laura Ferranti Operations manager/Time Matters Administrator at Haines and Krieger Attorneys at Law
5041 N Rainbow Blvd Las Vegas, NV 89130 702-***-****.
Amy Firmani, President, Mad Dog Heavy Equipment 702-***-****
9550 S. Eastern Ave., Suite 253, Las Vegas, NV 89123
Shana Feim, Educator, Nevada School of Massage Therapy 702-***-****
2381 E. Windmill Lane, Las Vegas, NV 89123
Thank you for your consideration.
Contact this candidate