Shirley Ontiveros

Draper, UT

ad409x@r.postjobfree.com

801-***-****

Work Experience

Licensed Insurance Agent

Biberk Insurance – Omaha NE

c/o Sutherland Global Services – Rochester NY

October 2023 – April 2024

• Assisted customers via phone with a friendly and professional demeanor with regards to their commercial lines of insurance, answering questions about their policies, assisted with making corrections or changes to their policies, and/or transferred calls to a department that would appropriately handle their needs.

• Responsible for opening and closing cases for clients, quoting premium changes after adding endorsements to their policies, submitting messages to the underwriting department regarding added endorsements and closing out the changes made to the policies, accepted payments from customers in order to bring their premium payments current.

Licensed Insurance Agent

Eligo Health Insurance - Taylorsville, UT

October 2022 to March 2023

• Initiated contact via outbound/inbound calls with potential clients who have requested information regarding health insurance through the Marketplace.

• Conducted presentations to help them better understand how insurance works while offering them supplemental insurance and ancillaries to enhance their benefits.

• Built quotes of the top 3 options for them to choose from.

• Explained the different plans available in their area.

• Assisted them with the enrollment process by utilizing an online application. Licensed Property and Casualty Insurance Agent

Motion Auto Insurance - Lehi, UT

July 2021 to September 2022

• Assisted customers via phone, live chat, or email with a friendly and professional demeanor.

• Updated or changed automotive insurance coverage per customers' request.

• Conducted daily outbound courtesy calls to remind them of their past due premium.

• Accurately calculated quotes for any endorsements or changes with their policy and collected payments.

• Assured that all documents or notices were sent out efficiently. Independent Field Underwriter

Symmetry Financial Group - Draper, UT

February 2019 to March 2020

• As an Independent Field Underwriter, I was responsible for conducting my business working from home.

• Purchased marketed leads of prospective clients

• Conducted daily outbound calls to contact potential clients to setup an in-home appointment.

• Provided consultation to assist them with finding the best suitable life or final expense insurance coverage to meet the clients' medical and financial needs.

• Educated the client on the coverage selected, answered any questions, and explained additional options available.

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