Adriana Perez
Stockton
Summary
Dynamic Life Insurance Agent with a proven track record at Sef Employed, excelling in problem-solving and customer relationship management. Leveraged adaptability and industry knowledge to craft tailored insurance solutions, achieving high client retention rates. Skilled in Microsoft Office, I consistently exceeded sales targets while fostering a positive team environment.
Overview
31
31
years of professional experience
Work History
Life Insurance Agent
Sef Employed
05.2023 - Current
- Developed customized life insurance plans based on client needs and financial goals.
- Conducted thorough risk assessments to evaluate clients' insurance requirements.
- Cultivated strong relationships with clients, ensuring high levels of satisfaction and retention.
- Educated clients on policy options, benefits, and claims processes to enhance understanding.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
- Provided exceptional customer service by addressing concerns promptly and maintaining open lines of communication.
- Established trust with prospective customers by providing accurate information about available policies and transparent pricing structures.
- Maintained up-to-date knowledge of industry regulations, trends, and products to best serve client needs.
- Collaborated with underwriters to expedite approval processes, minimizing wait times for clients seeking coverage.
- Consistently exceeded individual sales targets while contributing to overall team success in meeting company goals.
- Fostered strong client trust, leading to high retention rates through consistent follow-ups and personalized service.
Customer Service Representative
Edmar Insurance Services
09.2010 - Current
- Assisted customers with inquiries, providing accurate information and resolving issues effectively.
- Utilized customer service software to track interactions and maintain detailed records of customer engagements.
- Collaborated with team members to enhance service delivery and improve overall customer satisfaction.
- Developed understanding of product features to provide informed support to customers and address concerns accurately.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Enhanced customer loyalty by offering personalized solutions tailored to individual needs.
- Participated in training programs to enhance product knowledge and customer service skills.
- Fostered positive customer service culture within team which led to higher customer satisfaction rates.
- Delivered prompt service to prioritize customer needs.
- Improved resolution time with effective problem-solving for customer complaints.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
Car Salesperson
AutoNation
09.1997 - 11.2000
- Assisted customers with inquiries, providing accurate information and resolving issues effectively.
- Utilized customer service software to track interactions and maintain detailed records of customer engagements.
- Collaborated with team members to enhance service delivery and improve overall customer satisfaction.
- Developed understanding of product features to provide informed support to customers and address concerns accurately.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Enhanced customer loyalty by offering personalized solutions tailored to individual needs.
- Participated in training programs to enhance product knowledge and customer service skills.
- Fostered positive customer service culture within team which led to higher customer satisfaction rates.
- Delivered prompt service to prioritize customer needs.
- Improved resolution time with effective problem-solving for customer complaints.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
Retail Sales Manager
Ontario Mills Mall
06.1994 - 01.1996
- Led daily operations to improve customer service and sales performance.
- Developed training programs to enhance team skills and product knowledge.
- Analyzed sales data to identify trends and optimize merchandising strategies.
- Implemented inventory management practices to reduce shrinkage and improve stock accuracy.
- Addressed customer complaints professionally and efficiently, resulting in satisfied customers who continued to patronize the store.
- Maintained a clean and organized storefront at all times by enforcing strict housekeeping standards across the entire team.
- Developed strong customer relationships through attentive service and expert product knowledge, resulting in repeat business.
- Managed inventory effectively to minimize stock shortages and ensure optimal levels of merchandise for maximum sales.
- Greeted all customers cheerfully and asked open-ended questions to ascertain needs.
- Developed sales incentives that motivated team members to reach their full potential, resulting in higher overall performance for the store.
- Built relationships with customers and community to establish long-term business growth.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
Education
Life Insurance Industry - Life Insurance
Technical School CA
Stockton, CA12.2022
Certificate of Technical Studies - Fire & Casualty Insurance
Pasadena City College
Pasadena, CA11.1998
West Covina High School
West Covina, CA06.1991
Skills
Problem Solving- develop effective solutions
Teamwork - work as a team to achieve goals
Adaptability- get along with people able to adjust to situations
Computer skills- Microsoft office or other job computer applications
Time management- organize and prioritize tasks
Foreign language - Spanish
Timeline
Life Insurance Agent
Sef Employed
05.2023 - Current
Customer Service Representative
Edmar Insurance Services
09.2010 - Current
Car Salesperson
AutoNation
09.1997 - 11.2000
Retail Sales Manager
Ontario Mills Mall
06.1994 - 01.1996
Life Insurance Industry - Life Insurance
Technical School CA
Certificate of Technical Studies - Fire & Casualty Insurance
Pasadena City College
West Covina High School