Insurance sales agent

TANIA RENTERIA

***** ****** ***** **.• Tarzana, California•91356 Home: 818-***-****, Cell: 818-***-**** ******@*****.***

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Seek the Challenging Position of Customer Service and Sales Professional

Summary of Qualifications

• More than fifteen years experience.

• Great ability to prepare routine administrative paperwork.

• Remarkable ability to lead and train staff and/or students.

• Deep knowledge of customer service standards and procedures.

• Strong ability to persuade and influence others.

• Solid ability to analyze and solve problems.

• Excellent ability to gather data, compile information, and prepare reports.

• Profound knowledge of planning and scheduling techniques.

• Uncommon ability to utilize advertising and sales promotion techniques.

• Strong ability to create, compose, and edit written materials.

• Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.

• Remarkable ability to plan, organize, and implement a range of sales promotion programs and events.

• Excellent ability to identify and follow up sales leads and referrals.

• Strong interpersonal skills, especially telephone demeanor.

• Strong team player ethics, and willingness to help all reach goals.

• Great knowledge of and ability to learn Insurance Service's automation system.

Professional Experience

AAA Encino, Ca

Insurance Sales Agent 2007-2009

Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes.

Calculate premiums and establish payment method.

Customize insurance programs to suit individual customers, often covering a variety of risks.

Sell various types of insurance policies to individuals , including automobile, renters.

Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person, and to discuss any existing coverage.

Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.

Contact underwriter and submit forms to obtain binder coverage.

Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

Confer with clients to obtain and provide information when claims are made on a policy.

Inside/outside sales.

Develop leads, prospecting and networking.

Exceeding monthly sales quotas.

21st Century Insurance Woodland Hills, Ca 2005 - 2007 Insurance Sales Agent

Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes.

Calculate premiums and establish payment method.

Customize insurance programs to suit individual customers, often covering a variety of risks.

Sell various types of insurance policies to individuals , including automobile, renters.

Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person, and to discuss any existing coverage.

Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.

Contact underwriter and submit forms to obtain binder coverage.

Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

Confer with clients to obtain and provide information when claims are made on a policy.

Dino’s Drywall 1997- 2005

Supervisor

• More than ten years experience.

• Deep supervisory, training, coaching and mentoring experience.

• Excellent computer proficiency, including Microsoft Office software.

• Strong communication skills.

• Remarkable ability to travel to sales meetings, conventions, and customer visits.

• Uncommon ability to work beyond conventional business hours to complete assignments as required.

• Sound ability to understand financial statements, sales forecasts, production plans and to manage the same.

• Strong ability to make basic arithmetic calculations (addition, subtraction, multiplication, and division) either manually or by operating a calculator.

• Exceptionally self motivated and great ability to work on own initiative.

• Thorough knowledge of telephone systems.

• Outstanding organizational skills.

• Excellent verbal and written communication skills.

• Flexible and uncommon ability to work with others as a team.

• Demonstrated positive leadership.

• Thorough knowledge of principles, techniques, and objectives of marketing, sales, and supervision.

AT&T Van Nuys, Ca 1999 - 2005 Customer Service & Sales Representative

Extensive experience in servicing customers, both in-person and by telephone, in the insurance & telecommunications industry. An independent self-starter.

Superior communications skills in dealing with customers, co-workers, and employees. Both verbal and written skills are strong.

Well-organized and highly efficient working in a multi-tasking dynamic environment. Ability to plan, organize, and supervise the work of others.

Knowledgeable and experienced . Possess a strong combination of training and experience in the industry.

Prepared action plans and schedules to identify specific targets and to project number of contacts to be made; followed up on new leads and referrals resulting from field activity. Identified sales prospects and contacts these and other accounts as assigned.

Established rapport and maintained contact with contract clients and potential clients.

Developed and supervised the preparation, issuance, and delivery of sales materials, exhibits, and promotion programs; prepared for and attended exhibits, conferences, meetings, and other local, regional, and national promotional opportunities.

Prepared paperwork to activate and maintain contract services; oversaw account services through quality checks and other follow-up; identified and resolved client concerns.

Prepared a variety of status reports, including activity, closings, follow-up, and adherence to goals; reported on special developments, information, or feedback gathered through field activity.

Developed and implemented special sales activities.

Performed miscellaneous job-related duties as assigned.

Education and Professional Training Personal lines Insurance license (2005)

Real Estate license (2005) High School Diploma (1996)

Bilingual- fluent in Spanish

*Various awards and certificates received in recognition as a top seller and excellent customer service.

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