JONATHAN DEL RIO
Lake Elsinore
Summary
Dynamic insurance agent with proven expertise in client relations, negotiation, and tailored insurance solutions. Committed to delivering exceptional customer service and achieving sales targets.
Results-driven insurance professional specializing in developing customized insurance plans and managing client relationships. Known for enhancing client satisfaction through education, effective communication, and a strong commitment to compliance and industry standards.
Experienced with client needs analysis and insurance policy customization. Utilizes risk management strategies to offer optimal coverage solutions. Knowledge of industry regulations and maintaining high standards of customer service.
Accomplished insurance agent with extensive experience in sales and client management. Recognized for building trust and loyalty through comprehensive policy reviews and proactive customer engagement. Ready to leverage sales expertise to drive business growth.
Overview
13
13
years of professional experience
Work History
INSURANCE AGENT
AAA OF SOUTHERN CALIFORNIA
09.2020 - 09.2025
- Developed comprehensive insurance plans tailored to clients' needs and risk profiles.
- Conducted thorough policy reviews to ensure compliance with industry standards and regulations.
- Educated clients on coverage options, enhancing their understanding of benefits and limitations.
- Managed client relationships, fostering trust and ensuring high levels of satisfaction.
- Collaborated with underwriters to assess risk factors and determine appropriate premium rates.
- Leveraged CRM software to track interactions, manage leads, and maintain accurate client records.
- 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.
- Cross-sold insurance products to existing clients to reach sales targets.
SALES CONSULTANT
GOSCH AUTO GROUP
08.2017 - 09.2025
- Developed tailored sales strategies to enhance customer engagement and drive revenue growth.
- Analyzed market trends to identify new opportunities and inform product positioning.
- Collaborated with team members to optimize sales processes and improve client satisfaction levels.
- Conducted product demonstrations that effectively highlighted features and benefits to potential buyers.
SALES CONSULTANT
FULLER FORD
01.2013 - 08.2017
- Developed tailored sales strategies to meet customer needs and enhance satisfaction.
- Conducted product demonstrations, highlighting features and benefits to drive engagement.
- Collaborated with team members to streamline sales processes and improve efficiency.
- Managed client relationships, ensuring consistent follow-up and support throughout the sales cycle.
Education
Bachelor of Business Administration - Accounting
University of Phoenix
Tempe, AZ06-2020
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Huon transactions
- Property casualty and life insurance certified and current
- Sales license
- Bi lingual
- Customer follow-up
- Client relations
- Auto insurance
- Life insurance
- New client acquisition
- Account management
- Upselling
- Negotiation
- Policy renewals
Timeline
INSURANCE AGENT
AAA OF SOUTHERN CALIFORNIA
09.2020 - 09.2025
SALES CONSULTANT
GOSCH AUTO GROUP
08.2017 - 09.2025
SALES CONSULTANT
FULLER FORD
01.2013 - 08.2017
Bachelor of Business Administration - Accounting
University of Phoenix