Misael Avila Jr
Insurance Agent
CONTACT INFO
*********@*****.***
Phone
Address
LANGUAGES
Spanish - Proficient
PERSONAL STATEMENT
Dedicated Insurance professional looking to obtain a long term position with a reputable agency that will utilize my experience for mutual growth. PROFESSIONAL EXPERIENCE
Number 1 Insurance Agency, Huntington
Beach, Ca
number1ins.com
Personal Lines Sales Agent
Jun-2023 - NOW
Produce, service, and responsible for customer retention. Capizzi Insurance Agency, Inc. Downey, Ca
capizziinsurance.com
Personal Lines Agent
Mar-2014 - Nov-2022
Produced and serviced a 50 year book of business until owner retired and sold book of business to a commercial agency.
● Tripled Spanish book of business
● Built strong relations with clients
● 90% business retention
● 45% closing ratio
Partner Agency / Schools First Federal
Credit Union, Brea Ca.
partnerinsuranceagency.com
Renewal Specialists
Feb-2010 - Sep-2014
Evaluate all personal line renewal offers, ensured that premium and coverage provided fit the client needs and remarket if needed. Retained 90% of all renewal business.
● Exceeded goal expectations every month
● Recognized for excellence in customer service
● Given role of servicing all Spanish Speaking Business Partner Agency lost contract to service all Schools First FCU locations causing 80% of employment loss.
Amalia's Insurance Agency
Agent
Jul-2005 - Nov-2009
A one man insurance operation hired to build a client base for a newly opened 2nd location of an established Mercury Agency.
SYSTEMS EXPERIENCE
Familiar with the following Agency Management Systems & Insurance Companies: 1. AMS 360
2, Hawksoft
3. Applied
4. EZ Lynx
Mercury Insurance
Safeco
Hartford
Progressive
Most non-standard companies