Jesus Merary Ruiz
7712 Cleon Ave Sun Valley
Summary
Dynamic insurance professional with a proven track record at San Fernando Auto Insurance Services, excelling in client relations and policy management. Adept at educating clients on coverage options and generating referrals through exceptional customer service. Licensed agent skilled in upselling and maintaining compliance, fostering trust and loyalty among clients.
Overview
13
13
years of professional experience
Work History
Insurance Agent
San Fernando Auto Insurance Services
07.2015 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
Insurance Broker
Freeway/Cost-U-Less
03.2012 - 07.2015
- 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.
Insurance Agent
Fred Loya Insurance
12.2011 - 03.2013
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
Education
High School Diploma -
John H Francis Polytechnic Senior High School
Sun Valley, CA06-2008
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Client relations
- Account management
- Policy writing
- Upselling
- Property insurance
Languages
Spanish
Full Professional
Timeline
Insurance Agent
San Fernando Auto Insurance Services
07.2015 - Current
Insurance Broker
Freeway/Cost-U-Less
03.2012 - 07.2015
Insurance Agent
Fred Loya Insurance
12.2011 - 03.2013
High School Diploma -
John H Francis Polytechnic Senior High School
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