Lucerito Meza Baez
Oakland,CA
Summary
Dynamic insurance professional with a proven track record at Ryndas Insurance Services, excelling in customer service and policy management. Skilled in conducting needs assessments and generating new business, I foster strong client relationships while ensuring compliance and timely resolutions. Committed to professionalism and delivering exceptional support in a fast-paced environment.
Overview
14
14
years of professional experience
Work History
Insurance Agent
Ryndas Insurance Services
San Leandro, CA
04.2012 - Current
- Processed documentation for new policy applications efficiently.
- Conducted thorough needs assessments to identify client requirements.
- Assisted clients in understanding insurance products and coverage options.
- Maintained accurate records of client interactions and transactions.
- Provided exceptional support during claims processing, ensuring timely resolutions.
- 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.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Prepared and reviewed insurance applications
Education
High School Diploma - License Insurance Agent For Property And Casualty
Casttlemont High School
Oakland, CA03.2018
Skills
- Policy Knowledge
Licensed insurance agent
Professionalism and ethics
Quotes and sales
Insurance sales
Appointment management
Customer retention
Customer needs assessment
Client account management
Contract review and analysis
Policy management expertise
New policy quotations
Policy adjustment
Teamwork
Time management
Attention to detail
Multitasking Abilities
Call center customer service
Critical thinking
Organizational skills
Customer follow-up
Active listening
Verbal and written communication
Client needs analysis
Data entry
Property and casualty insurance
Professionalism
Policy changes
Auto insurance
Policy renewals
Billing inquiries
Insurance coverage verification
Policy Knowledge
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Insurance Agent
Ryndas Insurance Services
04.2012 - Current
High School Diploma - License Insurance Agent For Property And Casualty
Casttlemont High School