Jesse Beltran
Fresno
Summary
Dynamic insurance professional with extensive experience as an Owner/Multi-Line Insurance Agent at Farmers Insurance Agency. Expert in customer relations and operations oversight, I successfully developed tailored insurance plans, enhancing client satisfaction and retention. Proven track record in training staff and streamlining workflows, resulting in improved claims processing efficiency.
Experienced with multi-line insurance policies, ranging from personal to commercial coverage. Utilizes in-depth knowledge of underwriting and risk management to deliver optimal coverage solutions. Track record of building and maintaining strong client relationships through excellent service and customized insurance plans.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Owner/Multi-Line Insurance Agent
Farmers Insurance Agency
06.2007 - 10.2023
- Developed comprehensive insurance plans tailored to client needs, enhancing customer satisfaction and retention.
- Trained and mentored staff on best practices in policy management and client service techniques.
- Oversaw daily operations, ensuring compliance with industry regulations and organizational standards.
- Implemented efficient workflows to streamline claims processing, reducing turnaround time for customers.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Consulted with customers to assess needs and propose optimal solutions.
Education
GED -
Kerman High
Kerman, CASkills
- Customer relations
- Small business operations
- Relationship building
- Verbal and written communication
- Hiring and onboarding
- Operations oversight
- Marketing
Accomplishments
- Supervised team of 4 staff members.
- Documented and resolved issues which led to positive results.
Certification
- Licensed P & C - 18 yrs
Languages
Spanish
Professional Working
English
Full Professional
Timeline
Owner/Multi-Line Insurance Agent
Farmers Insurance Agency
06.2007 - 10.2023
GED -
Kerman High
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