Mauricio Gonzalez
Insurance Broker
La Mirada,CA
Summary
Dynamic Insurance Broker with a proven track record at Marbella G Insurance Services, excelling in client relations and policy analysis. Skilled in leveraging persuasive sales techniques to enhance customer satisfaction and retention. Adept at developing strong relationships and streamlining processes, resulting in increased efficiency and a growing client base.
Results-driven Insurance Broker with more than 12 years of business sales and insurance expertise. Client-focused intermediary with creative insurance solutions to diverse individual concerns. Meticulous client risk and financial assessor with detailed understanding of corporate and individual risk management.
Experienced with assessing client needs and conducting thorough policy reviews. Utilizes negotiation and market analysis to secure optimal insurance coverage for clients. Knowledge of regulatory compliance and risk management ensures quality and reliability in all advisory services.
Overview
13
13
years of professional experience
5
5
Certifications
2
2
Languages
Work History
Insurance Broker
Marbella G Insurance Services
La Mirada, California
03.2013 - Current
- Assisted clients with claims processing, ensuring a smooth experience during difficult times.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- 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.
- Called potential clients to set up appointments according to mutual availability.
- Evaluated accuracy and quality of data entered into agency management system.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
- Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Organized regular check-ins with clients to review coverage limits and ensure adequate protection as their life circumstances changed.
- Met with prospective customers and business owners in homes, businesses, and other settings.
- Participated in ongoing professional development, staying current with insurance best practices and emerging industry trends.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Enhanced customer loyalty by delivering timely and accurate policy updates and renewal information.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Streamlined the insurance application process, resulting in faster approvals and increased efficiency.
- Expanded the company's client base through effective networking and relationship-building strategies.
- Mentored 44 entry-level brokers.
Education
High School Diploma -
Bell Gardens High School
Bell Gardens, CA 05.2001 -
BBA -
California State University, Dominguez Hills
Carson, CA 05.2001 -
Skills
Sales presentations
Policy analysis
Salesforce
Underwriting
Financial planning
Skilled negotiator
Prospecting skills
Finance background
Talented salesperson
Policy expertise
Customer advocate
Financial planning products
Relationship development skills
Warm and cold leads development
Accomplishments
- Won "Service Excellence Award" for playing instrumental role in driving record-high sales.
- Earned the “National Multi-Line Sales Achievement” Award for outstanding sales of property and casualty and life insurance.
- Supervised team of 44 staff members.
Certification
Licensed Producer- Life Insurance
Timeline
Insurance Broker
Marbella G Insurance Services
03.2013 - Current
High School Diploma -
Bell Gardens High School
05.2001 -
BBA -
California State University, Dominguez Hills
05.2001 -