Insurance Agent Customer Service
Resume:
Employment history
Medicare Insurance Agent Jan *022 - Mar 2024
Together Health Network at Sunrise, FL
• May make outbound calls to prospective customers or current ones to review products and services.
• Provide appropriate assistance to prospects
• Perform various related duties as assigned
• Utilize a consultation sales approach to determine needs, make plan presentations, handle obstacles and close the sale over the phone.
Boosted client base by effectively closing sales with a consultative approach. Property and Casualty Specialist Jun 2018 - Dec 2021 Enhance Health LLC at Sunrise, FL
• Educating clients on car insurance and taking walk in payments.
• team player
• Quoting drivers on new policies and comparing rates
• meeting sales goals
• checking clients, driving records.
Streamlined client intake process, enhancing accuracy in driving record checks. Exceeded sales targets by 20% through effective client education on policy benefits. Optimized rate comparison processes, improving policy quotation efficiency. Reinaldo Martinez
Ambitious, enthusiastic, organized, and highly motivated customer service professional driven to provide quality service. Ability to provide outstanding teamwork and strong problem-solving skills in a dynamic work environment. Medicare Insurance Agent at Together Health Network, demonstrating expertise in client consultation and sales closure, achieving a significant increase in client base through a consultative sales approach. Previously a Property and Casualty Specialist with Enhance Health LLC and Rainbow Insurance Agency, where responsibilities included client education, rate comparisons, and driving record accuracy, surpassing sales targets by 20% and enhancing office efficiency. Brings over 9 years of experience, coupled with strong bilingual communication skills and proficiency in Microsoft Excel, poised to deliver exceptional customer service and team collaboration.
Oakland Park, US
***********************@*****.***
Property and Casualty Insurance Agent Jan 2015 - Sep 2018 Rainbow Insurance Agency at Coral Springs, FL
• Answer telephone calls
• Greet customers
• Process paperwork: verify that all necessary documents and supporting information are in file
• Solicit for new business via telephone, networking, cross sale opportunities, and other lead sources Managed client files ensuring accuracy and completeness, boosting office efficiency. Enhanced client retention by proactively identifying cross-sell opportunities. Eagerly engaged with new leads, expanding business reach through dynamic networking. Evaluated client needs to tailor insurance solutions, increasing customer satisfaction. Provided comprehensive support to clients, ensuring clarity and confidence in services. Education
Associate in Arts (AA) Feb 2009 - Aug 2011
BCC at Coconut Creek
Skills
Punctual and responsible Good people skills
Negotiator Bilingual English
Spanish Great multitasker
Presentation skills Telemarketing
Customer service English
Communication skills Data entry
Microsoft Office Microsoft Excel
Schedule management
Contact this candidate