Paola Loera
Life & Annuities Specialist
Upland,CA
Summary
Licensed Life & Health Insurance Professional with 8+ years in insurance and financial services. Expertise in client relationship management, policy administration, and compliance, generating over $250,000 in life insurance premiums while ensuring high levels of client satisfaction and retention.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Life & Annuities Specialist
AAA
11.2025 - Current
- Generated more than $250,000 in life insurance premium production through consultative client outreach and relationship management.
- Managed insurance applications, underwriting requirements, policy issuance, and ongoing account servicing to ensure client satisfaction and retention.
- Coordinated with carriers to resolve underwriting requirements and expedite policy approvals, enhancing client experience.
Financial Services Professional
Independent Contractors
Upland
02.2023 - 10.2025
- Managed portfolio of 15-20 clients monthly, providing insurance planning and ongoing policy servicing.
- Recommended tailored life insurance solutions through North American Ethos, National Life Group, Mutual of Omaha, and Foresters to meet client needs.
- Guided clients through application processes, underwriting requirements, and policy implementation.
- Educated clients on investment strategies and risk management principles to enhance financial literacy and decision-making.
- Processed and maintained accurate documentation for client accounts to ensure compliance and facilitate smooth transactions.
Sales Development Manager
LA Auto Insurance
01.2018 - 12.2023
- Developed and coached teams, leading to improved customer experience and operational effectiveness.
- Trained and mentored new team members on sales processes and techniques.
- Coordinated with cross-functional teams to streamline sales operations and enhance communication.
- Directed operations across 14 office locations, enhancing service quality and achieving performance objectives.
- Built partnerships and strategic alliances to extend organization's brand and increase avenues of support.
Licensed Relationship Banker
Chase Bank
11.2014 - 09.2016
- Managed consumer and small business relationships, delivering tailored financial guidance to meet client needs.
- Supported onboarding and streamlined access to credit solutions, business banking services, and retirement products.
- Ensured compliance with laws and regulations governing small business lending, mitigating risk and fostering trust.
- Recognized as a top-performing banker for six consecutive months.
Education
Bachelor of Science - Gender Studies
University of California, Los Angeles (UCLA)
Los Angeles, CA06-2013
Associate of Arts - Social Sciences
East Los Angeles College
Monterey Park, CA05-2010
Skills
- Insurance Enrollment
- Policy Administration
- Underwriting Coordination
- Open Enrollment Support
- Employee Benefits Support
- Compliance & Documentation
- Client Financial Analysis
- Carrier Relations
- Client Success
- Account Management
- Member Services
- Client Education
- Bilingual English/Spanish
Certification
California Life & Health Insurance Producer License, Active
Languages
Spanish
Professional
Timeline
Life & Annuities Specialist
AAA
11.2025 - Current
Financial Services Professional
Independent Contractors
02.2023 - 10.2025
Sales Development Manager
LA Auto Insurance
01.2018 - 12.2023
Licensed Relationship Banker
Chase Bank
11.2014 - 09.2016
Bachelor of Science - Gender Studies
University of California, Los Angeles (UCLA)
Associate of Arts - Social Sciences
East Los Angeles College