Customer Service Insurance Agent
Resume:
ARMANDO
TREVINO
Pharr, TX
956-***-**** *************@*****.***
Driven Insurance Agent with 18 years of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting, and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments, and corrections.
Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals. Proven history of exceptional time management and customer service with solid sales background and exceptional relationship-building skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude.
EXPERIENCE
INSURANCE AGENT
Texas Farm Bureau Insurance Pharr, TX
AUGUST 2022- PRESENT
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Inspected properties to determine its general condition, age and other factors affecting the potential insurance risks.
Maintained high standards of customer service by building relationships with clients.
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
INSURANCE AGENT
Farmers Insurance Agency Pharr, TX
OCTOBER 2011- JULY 2022
Built strong relationships with clients through consistent communication and excellent customer service.
Responded to customer calls swiftly to resolve issues and answer questions.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Maintained high standards of customer service by building relationships with clients.
Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Met with customers to provide information about available products and policies.
Analyzed customer needs to provide customized insurance solutions. Investigated and processed claims swiftly to keep customers satisfied. Developed and implemented marketing strategies to boost sales and increase customer base.
Inspected properties to determine its general condition, age and other factors affecting the potential insurance risks.
CUSTOMER SERVICE SUPERVISOR
Sate Farm Insurance La Joya, TX
MAY 2006- SEPTEMBER 2011
Promoted a positive work environment through open communication channels, fostering team collaboration and high morale.
Collaborated with other departments to address recurring customer concerns, improving overall service quality.
Coached employees through day-to-day work and complex problems.
Improved customer satisfaction by addressing and resolving escalated issues promptly and professionally.
Enhanced team productivity through regular coaching, feedback, and performance evaluations.
Coached team members to deliver hospitable, professional service while adhering to set service models in clerical tasks and office policies to avoid misunderstandings and enhance productivity.
Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
SENIOR MORTGAGE SPECIALIST
Wells Fargo Pharr, TX
MAY 2000- MAY 2006
Identified potential risks in mortgage applications through careful analysis and due diligence procedures, safeguarding the organization from financial loss.
Contributed to company growth by consistently exceeding sales targets through proactive client outreach and excellent product knowledge.
Assisted clients in understanding complex mortgage terms by simplifying concepts into clear explanations tailored to individual needs.
Efficiently managed a high volume of daily tasks, prioritizing workload based on deadlines and client needs without sacrificing quality or accuracy.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Analyzed loan applications and credit reports to determine loan eligibility and risk level.
Checked loan documents for accuracy prior to closing.
EDUCATION
PSJA EARLY COLLEGE HIGH SCHOOL
San Juan TX, 78577
GED- 1979
SOUTH TEXAS VOCATIONAL COLLEGE
Pharr TX, 78577
Diploma Accounting -05/1993
Graduated in top 10% of class.
CERTIFICATION AND LANGUAGES
LISCENCED INSURANCE AGENT
ENGLISH AND SPANISH
SKILLS
Customer Service
Quotes and Sales
Policy Knowledge
Data Entry
Microsoft office/word
Licensed Insurance Agen
Auto/ Life/ Health Insurance Sales
Marketing Strategies
Policy Renewals
Cross-promote products
Contact this candidate