Summary
Overview
Work History
Education
Skills
Timeline
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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, CA
12.2022

Certificate of Technical Studies - Fire & Casualty Insurance

Pasadena City College
Pasadena, CA
11.1998

West Covina High School
West Covina, CA
06.1991

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

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Adriana Perez