Customer Service Representative

Leticia Salinas Page *

**** ********* *****, ******* ** 75043. 214-***-****. adtq1p@r.postjobfree.com

Leticia Salinas

Objective Dedicated Insurance Professional with twelve years of experience in managing an insurance agency and over three years owning my agency; able to cross sell and Warm/Cold call with a goal to increase book of business. An independent and self- motivated team player that is able to grow positive relationships with clients and vendors at all organizational levels. Effectively manage multiple, high-priority projects and take pride in providing exemplary customer service. Professional

Highlights

Insurance Broker

Generated new leads by cold calling, built relationships with Captive agents, realtors and loan officers- Built agency from ground up with no employees remotely

Continued growing my business by warm calling existing clients by crossing selling other insurance products – the goal is to grow the book of business

Trouble shooter all issues that arrive daily including billing, claims, review of coverages; approached all my clients and prospects as building an Agent/client relationship by consulting them with the products the agency offers Insurance Account Specialist

“Right hand” woman of the agency owner, keep a positive flow of tasks/projects within the office

Recruit new clients by warm/cold calling, crossing selling – most business written with admitted carriers; build relationships with Captive agents, realtors and loan officers –ultimate goal is to increase book of business

Trouble shooter for all issues that arrive daily; handle daily tasks to include and not limited to mortgage changes, billing, compliance resolutions, claim submissions License Service Team Member

Promoted to Office Manager within six months of joining the team

Attained my Life/Health Insurance License within one week of becoming an Office Manager

Trained and motivated team to complete daily tasks and accomplish policy count goals

Recruited new business by building relationships with local auto dealerships, apartment complexes, realtors, loan officers – ultimate goal was to increase book of business Customer Service Representative

Introduced to the field of a Captive agent and was able to cross sell not only home/auto products, but Life/Health products and Financial products

Ultimate goal was excellence in customer service Insurance Office Manager

Implemented procedures to make the agency more efficient

Keep office task flow positive

Similar responsibilities as Insurance Account Specialist Leticia Salinas Page 2

3321 Shoreside Drive, Garland TX 75043. 214-***-****. adtq1p@r.postjobfree.com Leticia Salinas

Skills

Property and Casualty Licensed

Life/Health Insurance Licensed

Coachable, Efficient, Organized

Type 40-45 WPM

Microsoft Outlook, Word, Internet

EZ Lynx / EZ Apps

Self-motivated

Meets deadlines

Recruit of new business

Problem solver

Works well with all personalities

Employment

History

Insurance Broker

Insurance Account

Specialist

LCS Insurance Agency, Garland TX

Robinson, Daniel & Associates, Dallas TX

01/2019 - Present

02/2013 – 01/2019

Licensed Service Team

Member

Dee Carter State Farm, Mesquite TX

08/ 2011- 2/2013

Customer Service

Representative

Dee Dee Bates State Farm, Garland TX

07/2010 –9/2010

Insurance Office Manager

Robinson, Daniel & Associates, Dallas, TX

04/ 2005 – 10/2009

Education

Bachelors in Business

Management University of Phoenix, Dallas TX 06/2005 References References are available on request.

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