Nicole Lopez
Merced
Summary
Agency Manager at Eason Insurance Agency, Inc., specializing in customer service and risk assessment. Resolved client complaints effectively, resulting in high satisfaction ratings and customized insurance solutions. Demonstrated expertise in staff training and operational leadership, utilizing Microsoft Office skills to improve efficiency and support business growth.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Agency Manager/Multi-Line Insurance Agent
Eason Insurance Agency, Inc.
Merced
09.2002 - Current
- Resolved customer complaints promptly, maintaining high satisfaction levels.
- Engaged clients by clearly explaining insurance details and plan features.
- Conducted meetings with potential clients, presenting policies and answering inquiries.
- Developed tailored insurance plans based on individual client needs.
- Calculated premiums and established payment methods, processing payments efficiently.
- Sought new business opportunities through networking and referrals.
- Maintained accurate records of insurance transactions using software systems.
- Trained and mentored staff on company policies and best practices.
Education
High School Diploma -
Golden Valley High School
Merced, CA06-2002
Some College (No Degree) - Business Administration
Merced Junior College
MercedSkills
- Customer service
- Insurance policy management
- Risk assessment
- Time management
- Employee training and development
- Attention to detail
- Operations management
- Team leadership
- Microsoft Office proficiency
- Inventory management
Certification
- CA Property & Casualty Insurance License - License #0E11944, Expires 8/31/25
- CA Life/Accident & Health Insurance License - License #0E11944, Expires 8/31/25
Languages
English
Professional
Accomplishments
- Customer Service Academy Certificate through Merced College - 10/2004
- Disney's Approach to Business Excellence Award - 8/2016
References
References available upon request.
Timeline
Agency Manager/Multi-Line Insurance Agent
Eason Insurance Agency, Inc.
09.2002 - Current
High School Diploma -
Golden Valley High School
Some College (No Degree) - Business Administration
Merced Junior College
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