ISABEL
VELEZ
*******@*********.***
El Paso, TX 79912
Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
PROFESSIONAL SUMMARY
ISABEL VELEZ AGENCY LLC - 13 yrs 3 mos
INSURANCE AGENT BROKER/FARMERS INSURANCE CAPTIVE • 7001 WESTWIND STE 300 EL PASO, TX 79912 • 12/2010 - 03/2024 Seccion Amarilla US - 3 yrs 4 mos
Sales Manager Hispanic Yellow Pages • El Paso, TX • 06/2005 - 10/2008 WORK HISTORY
• Grew a book of business from scratch to 3,800 policies in force. Built strong relationships with clients through consistent communication and excellent customer service.
•
Building a book of business by constant implementation of marketing strategies.
•
Oversee how staff responded to customer calls swiftly to resolve issues and answer questions to identified areas of opportunity.
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Warranty retention through efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
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Maintained high customer service standards by constant training and motivation activities with staff.
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Mentored junior agents, sharing industry insights and best practices for success in the field.
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Cross-sold insurance products to existing clients to reach sales targets.
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Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
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Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
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Expanded client base by actively prospecting for new business opportunities and generating referrals.
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Responded to customer calls swiftly to resolve issues and answer questions.
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• Keep a healthy business through strict administration. Led sales team of 25 sales agents by providing motivational coaching and performance-based incentives.
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Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
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Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
•
• Consistently met or exceeded quarterly sales targets through Customer Service
Account Management
Client Relations
Customer follow-up
Bilingual English/Spanish
Licensed Insurance Agent
Business Planning
Teamwork and Collaboration
SKILLS
Universidad Autonoma De
Chihuahua
Ciudad Juarez, Chihuahua, Mexico
• 1991
Bachelor of Arts: Mass
Communications
Universidad Autonoma De Juarez
Ciudad Juarez, Chihuahua, Mex.
Bachelor of Arts: History
EDUCATION
CERTIFICATIONS
Property and casualty general
lines license
•
Health and Life general lines
License
•
• series 6/63 license
diligent effort and persistence in closing deals.
• Achieve sales goals for El Paso, TX, and Las Cruces, NM. Spanish
Native or Bilingual
LANGUAGES