Mishelle Alvarez
Whittier
Summary
Insurance agent with a proven track record at Allstate, excelling in customer service and policy cross-selling. Skilled in risk assessment and coverage recommendations, consistently surpassing sales goals while building strong client relationships. Committed to professionalism and ethics, ensuring clients receive tailored insurance solutions and exceptional support throughout the claims process.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Agent
Allstate
02.2013 - 05.2020
- Assisted clients in understanding insurance policies and coverage options.
- Supported the processing of insurance applications and documentation.
- Maintained accurate client records using industry-specific software systems.
- Responded to customer inquiries regarding policy details and claims procedures.
- Collaborated with senior agents to develop effective sales strategies.
- Participated in training sessions to enhance knowledge of insurance products.
- Facilitated communication between clients and underwriting departments for policy approvals.
- Built strong relationships with clients through consistent communication and excellent customer service.
- 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.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
Insurance Agent
Tady's Insurance
03.2010 - 10.2014
- 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.
- Generated new business by collaborating with real estate agents and referral partners,
- Conducted client consultations to assess insurance needs and recommend personalized policies (auto, home, renters, and umbrella)
- Consistently surpassed sales goals
Education
No Degree -
Cerritos College
Cerritos, CA10-2003
High School Diploma -
Downey High School
Downey, CA01-2002
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Policy Cross-Selling
- Risk Assessment & Coverage Recommendations
- Life Insurance Sales
- Time Management and Organization
- Prospecting Leads
Certification
Property and Casualty License
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Insurance Agent
Allstate
02.2013 - 05.2020
Insurance Agent
Tady's Insurance
03.2010 - 10.2014
No Degree -
Cerritos College
High School Diploma -
Downey High School
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