Andrea Illanes
Corona
Summary
Insightful Insurance Sales Agent bringing 5 years of insurance product and policy management expertise to growing organization. Focused and analytical with passion for client satisfaction and team goal achievement.
Overview
6
6
years of professional experience
Work History
Insurance Broker
Squeeze Insurance
08.2022 - 12.2024
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
- Calculated quotes and educated potential clients on insurance options.
- Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
- Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
Insurance Broker
Way.com
11.2021 - 08.2022
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Calculated quotes and educated potential clients on insurance options.
Office Manager
Erika's Insurance Services
05.2021 - 11.2021
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
Insurance Broker
Freeway Insurance
04.2019 - 06.2021
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Calculated quotes and educated potential clients on insurance options.
- Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
- Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
Education
High School Diploma -
South Medford High
Medford, OR06-2007
Skills
- Proactive team player
- Driven
- Sales presentations
- Commission-based sales
- Policy coverage expert
- Property insurance
- Skilled negotiator
- Talented salesperson
- Client relations expert
- Policy expertise
- Top-rated sales performance
- Active personal insurance license with the California department of insurance and all other states
- Client retention
- Customer service
- Quotes and sales
- Account management
- Client relations
- Policy renewals
- Upselling
Timeline
Insurance Broker
Squeeze Insurance
08.2022 - 12.2024
Insurance Broker
Way.com
11.2021 - 08.2022
Office Manager
Erika's Insurance Services
05.2021 - 11.2021
Insurance Broker
Freeway Insurance
04.2019 - 06.2021
High School Diploma -
South Medford High
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